225 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 ...

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 ...

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 ...

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 ...

1 Client Acquisition:  Lead efforts to acquire new clients in the large 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 Large Corporate segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within ...

The Relationship Manager (RM) for Mid Corporate Banking will be responsible for managing and growing a portfolio of mid-sized corporate clients. This role requires a dynamic professional who can understand client needs, provide financial solutions, and deliver excellent service to foster long-term relationships. The RM will be instrumental in driving ...

Main Accountabilities 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 ...

Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships.  Also, adding Channel partners, Direct selling Agents to multiply the business scope. 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment ...