206 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 ...

We are having an urgent opening for the position of Customer Relationship Executive for a reputed company in Luxury Interior Design Industry at Mumbai ((Kanjurmarg (W)) / Marine Drive Location.  Key Responsibilities: Attending to all client phone call enquiries received from newspaper inserts, references, newspaper ads or marketing activities. Validation of client information as per our criteria and recording of ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income   Roles & Responsibilities: Nurture and manage end to end customer relationships by fulfilling all ...

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income   Roles & Responsibilities: Nurture and manage end to end customer relationships by fulfilling all ...

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income   Roles & Responsibilities: Nurture and manage end to end customer relationships by fulfilling all ...

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income   Roles & Responsibilities: Nurture and manage end to end customer relationships by fulfilling all ...

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income   Roles & Responsibilities: Nurture and manage end to end customer relationships by fulfilling all ...