1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
POSITION :BUSINESS MANAGER-WEALTH
OVERVIEW
We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
3.60 LPA TO 6.00 LPA
Tentative JD for Digital Marketer:
Develop and implement digital marketing strategies aligned with business goals for luxury residential projects.
Collaborate with sales teams to align lead quality, feedback and conversion data.
Coordinate with project, design, architecture and other teams for marketing collateral.
Coordinate for the creation of virtual tours, influencer collaborations and lifestyle content ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
9.00 LPA TO 10.00 LPA
Role/ Job Title: Elite Banker-Virtual Relationship Manager
Job Purpose:
Elite Banker will be responsible for enhancing the customer engagement virtually to increase
customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase
cross-sell of products and work towards upgrading and on-boarding customers in the relationship
banking program. Professionally driven to achieve ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Location - Hazra, Kolkata
We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team.
This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping families achieve their financial goals through ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Portfolio Management- Customer to RM mapping, Portfolio Health, Managing Book movement in term of SA and RV, Product Penetration and Product Holding
2. Campaign Management- Coordinating with respective Product Teams to ensure relevant campaigns are available in Sales Force CRM
3. Incentive structure management - from ideation to execution
4. End to end ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 7.00 LPA
Job Role
Relationship Management
Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Have complete knowledge of the customer base in ...