426 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 ...

An account manager serves as the primary liaison between a company and its clients, responsible for cultivating strong, long-term relationships, ensuring customer satisfaction, and driving business growth through upselling and cross-selling. Key duties include managing client needs and concerns, coordinating with internal teams to deliver solutions, developing strategic account plans, resolving issues, ...

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 ...

An account manager serves as the primary liaison between a company and its clients, responsible for cultivating strong, long-term relationships, ensuring customer satisfaction, and driving business growth through upselling and cross-selling. Key duties include managing client needs and concerns, coordinating with internal teams to deliver solutions, developing strategic account plans, resolving issues, ...

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 ...

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 ...

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 ...

We are looking for an experienced and result-oriented Sales Leader to drive revenue growth, build and mentor a high-performing sales team, and achieve aggressive business targets. The ideal candidate should have prior experience in an IT/SaaS-based company, possess strong leadership capabilities, and be skilled in handling enterprise sales, client acquisition, ...