6 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 12.00 LPA
As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...
2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years
Job Description
As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Description for IDFC First Bank
Job Title: Private Banker/Partner - First Private -
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Wealth Management > Sales > Private Banking Group
Location: Bangalore
IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 45.00 LPA
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 ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient 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 ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient 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 ...
8 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.50 LPA TO 15.00 LPA
Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 40.00 LPA
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 ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
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 ...