1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have strong knowledge of equity and derivatives market, proven experience in Options Trading, and the ability to manage HNI and UNI clients efficiently. A valid NISM Series VIII ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...
5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...