4 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
3.0 Year(s) To 9.0 Year(s)
6.00 LPA TO 12.00 LPA
Description:
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
4.50 LPA TO 5.50 LPA
Job Responsibilities:
Be responsible for Residential Real Estate Sales in Bangalore (Karnataka) .
Achieve monthly revenue targets.
Be responsible for end to end discussion with buyers and educate them about Developer offerings on every day basis.
Call on provided home buyer data, and understand their property requirement.
Responsible for attend inquires generated through the Digital ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Job Responsibilities:
Be responsible for Residential Real Estate Sales in Goa (Vasco/ Margaon / Panjim & Porvorim / Ponda / [North Goa- Assagao, Arpora, Candolim etc)
Achieve monthly revenue targets.
Be responsible for end to end discussion with buyers and educate them about Developer offerings on every day basis.
Call on provided home buyer ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Job Responsibilities:
Be responsible for Residential Real Estate Sales in Kerala (Kochi , Thrissur, Calicut, Trivandrum) .
Achieve monthly revenue targets.
Be responsible for end to end discussion with buyers and educate them about Developer offerings on every day basis.
Call on provided home buyer data, and understand their property requirement.
Responsible for attend inquires generated ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 9.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 22.00 LPA
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income
Key role:
Nurture and manage end to end customer relationship by fulfilling all their banking needs ...
3 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 15.00 LPA
Job Title: AM/DM/Manager – Branch Business
Department: Branch Business
Reports to: (Direct) Group Head
People Management Responsibility- Yes
Position Purpose :
Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets .
Responsibilities
• Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...
5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
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 wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager