6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
15 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.
Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
Acquire ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
17.00 LPA TO 35.00 LPA
Role PurposeDrive acquisition and relationship management of mid-corporate clients, build a strong lending portfolio, and achieve business targets across working capital & structured finance products.Key ResponsibilitiesBusiness Development & Acquisition* Acquire new-to-bank (NTB) mid-corporate clients through direct sourcing and market channels* Handle corporates with turnover ₹500–1000 Cr (Mid Corporate segment)* Build ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
17.00 LPA TO 35.00 LPA
Role PurposeDrive acquisition and relationship management of mid-corporate clients, build a strong lending portfolio, and achieve business targets across working capital & structured finance products.Key ResponsibilitiesBusiness Development & Acquisition* Acquire new-to-bank (NTB) mid-corporate clients through direct sourcing and market channels* Handle corporates with turnover ₹500–1000 Cr (Mid Corporate segment)* Build ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
20.00 LPA TO 24.00 LPA
Location: Powai, Mumbai
Position: Investment Analyst
Experience: Relevant 2–4 Years
CTC: As per industry standards Flexible for the right candidate
Qualification: CA / CFA (Qualified or pursuing final level with relevant experience)
About the Company
Interise Investment Managers Pvt. Ltd. is the Investment Manager of Interise Trust (formerly IndInfravit Trust), one of India's leading Infrastructure Investment ...
6 Opening(s)
3.0 Year(s) To 6.0 Year(s)
15.00 LPA TO 18.00 LPA
● Build a sales funnel by working closely with the company's demand generation team.
● Drive sales targets for the zone, which include, but are not limited to, new borrower onboardings, processing fees, assets under management (AUM) utilization, and disbursals.
● Create a sales funnel, enable approvals with credit teams, close customer documentation, and ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 13.00 LPA
Credit Assessment and Approval:
Analyze and assess creditworthiness of customers applying for supply chain finance and inventory funding.
Review and evaluate financial statements, cash flows, bank statements, and market trends to determine customer risk profiles.
Conduct due diligence, including business and industry risk analysis, to evaluate creditworthiness and recommend approval, rejection, or modifications ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
30.00 LPA TO 35.00 LPA
Credit Assessment and Approval:
Analyze and assess creditworthiness of customers applying for supply chain finance and inventory funding.
Review and evaluate financial statements, cash flows, bank statements, and market trends to determine customer risk profiles.
Conduct due diligence, including business and industry risk analysis, to evaluate creditworthiness and recommend approval, rejection, or modifications ...
1 Opening(s)
4.0 Year(s) To 7.0 Year(s)
10.00 LPA TO 20.00 LPA
Credit Assessment and Approval:
Analyze and assess creditworthiness of customers applying for supply chain finance and inventory funding.
Review and evaluate financial statements, cash flows, bank statements, and market trends to determine customer risk profiles.
Conduct due diligence, including business and industry risk analysis, to evaluate creditworthiness and recommend approval, rejection, or modifications ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...