34 Job openings found

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

US Tax Reviewer Overview: As a US Tax Reviewer, candidate’s primary role is to review and validate the accuracy and compliance of tax returns prepared by the tax preparation team. He/she will play a crucial part in ensuring that all tax returns meet the highest standards, are error-free, and comply with ...

Roles & Responsibilities :• Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assets• Sources new bank customers through external individual efforts and acquisition channel• Ensures high levels of customer service orientation and application of bank policy.• Cross-sells bank products to existing set of ...

Roles & Responsibilities :• Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assets• Sources new bank customers through external individual efforts and acquisition channel• Ensures high levels of customer service orientation and application of bank policy.• Cross-sells bank products to existing set of ...

Roles and Responsibilities   Manage and lead the branch along with business development Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. Ensuring branch meets its CASA, FD and Third Party Income Targets Have a strategy plan for achieving the Third-Party products like LI, GI Building and maintaining ...

Roles and Responsibilities   Manage and lead the branch along with business development Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. Ensuring branch meets its CASA, FD and Third Party Income Targets Have a strategy plan for achieving the Third-Party products like LI, GI Building and maintaining ...

Roles and Responsibilities   Manage and lead the branch along with business development Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. Ensuring branch meets its CASA, FD and Third Party Income Targets Have a strategy plan for achieving the Third-Party products like LI, GI Building and maintaining ...

Roles and Responsibilities   Manage and lead the branch along with business development Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. Ensuring branch meets its CASA, FD and Third Party Income Targets Have a strategy plan for achieving the Third-Party products like LI, GI Building and maintaining ...

Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for ...