262 Job openings found

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

We  have an opening for the post of  Business Relationship Manager   for their Andheri (W) branch. Company Profile: Company is India's first Digital Mortgage Platform. We make home loans easy for the customers. Our proprietary technology helps find the best match between the borrower and lender and then helps in ...

Job Description: Business Head – Staffing Industry Location: Ahmedabad Position Overview: We are seeking a dynamic and experienced Business Head to lead and grow our staffing business. The ideal candidate will have a proven track record in the staffing industry, with the ability to manage and inspire a team of lead generation executives. ...

Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

Job Summary: The Senior Relationship Manager (SR RM) – Large Corporate is responsible for managing and growing relationships with large corporate clients by offering tailored financial solutions, with a primary focus on working capital financing, trade finance, and treasury solutions. The SR RM plays a key role in driving revenue, mitigating ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with key stakeholders at large corporate clients whose turnover more than 1000 Cr Understand client needs and objectives to provide tailored financial solutions. Act as the trusted advisor to clients, providing insights on market trends and regulatory changes. Business Development: Develop and implement strategies to ...

1 Client Acquisition:  Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within ...