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Wealth Manager
1 day ago
Tech Mahindra Chennai, IndiaJob Title: Wealth Management & Asset Management · Experience: 11-15 years · Positions: 2 nos · Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida · Budget: 35L as CTC · Notice Period: within 45 days · Job Description: Wealth Management & Asset Management · Overview: · ...
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Wealth Manager
1 day ago
Anand Rathi Share and Stock Brokers Ltd Chennai, IndiaJob Description for Preferred Relationship Manager -Wealth · SUMMARY: - · The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationship ...
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Wealth Manager
1 day ago
Tech Mahindra Chennai, IndiaJob Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 days · Job Description: Wealth Management & Asset Management · Overview:We are seeking an ...
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Wealth Manager
1 day ago
Anand Rathi Share and Stock Brokers Ltd chennai, IndiaJob Description for Preferred Relationship Manager -Wealth · SUMMARY: - · The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relations ...
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Senior Wealth Manager
21 hours ago
BugleRock Capital (formerly o3 Securities) Chennai, IndiaAbout BugleRock Capital · BugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private client ...
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Senior Wealth Manager
6 hours ago
BugleRock Capital (formerly o3 Securities) Chennai, IndiaAbout BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, ...
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Wealth Relation Manager
1 day ago
Talent hive chennai, IndiaJob responsibilities: · • Managing partners to generate sales for products like Mutual Funds, PMS/MLDs, Debentures, Bonds, · AIFs and LI (In house & 3rd party products) · • Doing various training programs for partners to train them for various products · • Acquire new partne ...
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Am Corporate Employer Banker, Msf Wpb
5 days ago
HSBC Chennai, Tamil Nadu, India-Job description · **Some careers open more doors than others.** · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direct ...
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Principal, Strategic Planning
5 days ago
The Bank of New York Mellon Corporation Tamil Nadu, IndiaPrincipal, Strategic Planning · **_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions ...
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Rm - Assets
1 week ago
Manzil HR Services Chennai, India**Nov 02, 2020**: · **4 - 14 Years Exp.**: · **1 Vacancy**: · **Chennai, Tamil Nadu, India**: · **Required Skills**: Wealth Management, Insurance, Mutual funds ...
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Managing Partner-first Private
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IDFC FIRST Bank Chennai, India**Role/Job Title**: Managing Partner - First Private · **Business**: Retail Banking · **Function/ Department**: Retail Liabilities · **Place of work**: Pan India · **Roles & Responsibilities**: · 'Nurture and manage end to end customer relationship by fulfilling all their banking ...
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IT Continuity Officer
5 days ago
BNP Paribas Chennai, Tamil Nadu, IndiaAbout BNP Paribas India Solutions: · Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union's leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global de ...
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IT Continuity Officer
5 days ago
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Scrum Master
3 days ago
BNP Paribas Chennai, IndiaSCRUM MASTER (JOB NUMBER: WEA002573) · **About BNP Paribas Group**: · BNP Paribas is a top-ranking bank in Europe with an international profile. It operates in 71 countries and has almost employees. The Group ranks highly in its three core areas of activity: Domestic Markets and ...
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Techno Functional Project Coordinator
5 days ago
Indus Net Technologies Chennai, Tamil Nadu, IndiaPrimary Skill: "Technical coordinator with handson exp in API Integration (JSON / SOAP), Kibana. · - SOAP UI & Postman" · - Experience: 3 - 4 years relevant exp · - Skill Set: "Graduate with minimum 3 to 4 years of experience on project management experience. · - Experience in IT ...
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Application Support
1 week ago
Cynosure Chennai, IndiaJob Information · Industry · - Financial ServicesWork Experience · - 4-5 yearsSalary · - Industry StandardsCity · - ChennaiState/Province · - Tamil NaduCountry · - IndiaZip/Postal Code · **Responsibilities**: · - Should have domain knowledge of Broking and Wealth Management busin ...
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Activation Officer-branch Banking-cms
1 week ago
Kotak Mahindra Chennai, Tamil Nadu, IndiaThis team will be supporting all the verticals under Consumer & Commercial Bank, which includes Branch Banking, Priority, Wealth & TACS - RI clients. · **Job Role**: · Understand customer requirements & train the customers on usage of Cash Management Platform · - Interaction with ...
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Product Owner, Wm Operations
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Standard Chartered Chennai, India**Job***: Operations · **Primary Location***: Asia-India-Chennai · **Schedule***: Full-time · **Employee Status***: Permanent · **Posting Date***: 23/Mar/2023, 6:06:32 AM · **Unposting Date***: 06/Apr/2023, 5:59:00 PM · **The Role Responsibilities** · **Job Role** · The role hold ...
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Wam staff aladdin Compliance
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EY Chennai, IndiaAt EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...
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P1 - Fpa -repl of Ky
1 week ago
Wells Fargo Chennai, India**Department Overview** · Wells Fargo & Company is an American multinational financial services company with operations in 35 countries with over 70 million customers globally. It is considered as one of the 'Big Four Banks' of the United States · Wealth and Investing Management ...
Senior Wealth Manager - Tamil Nadu, India - Corphive
Description
Job Purpose
To deliver exceptional sales performance by identifying and meeting customer needs through selling &
cross-selling of all MNC Banks CBG products & services. To manage & maintain the highest customer
satisfaction levels through pro-active client engagement & relationship management
Key Accountabilities
Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper
implementation & execution of relationship management & investment advisory strategies. Ensure
proper sales spread between products. Aim to balance NTB (New to Bank customers) with
increase penetration of existing customers to deepen the wallet share.
Drive and deliver a radical improvement in customer service in the local market through dynamic
service leadership and the implementation of customer service strategy.
Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all
features & functions of products & assist in on boarding of customers. Ensure service levels are
constantly improving.
Meet Customer Migration targets.
Job Duties & Responsibilities
Manage customer's issues on service or investment needs. Escalate if required. Probe and
identify requirements to provide appropriate solutions to customers.
Ensure complete knowledge on all products & services. Be the leader for resolving all queries &
complaints. Ensure full training & briefing on all product launches & upgrades.
Research complaints & compliments. Analyze & suggest innovations & ideas on product & service
improvement in addition to service level improvements.
Keep attuned to the current economic and financial markets so as to be current and proficient in
attending to customers' queries.
Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives
of the team are met and there is team harmony and unity.
Working with the Branch Heads to achieve sales & service through in-branch business
development activities, and providing feedback to the team.
Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards,
security of premises, KYC and anti-money laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent competitor
analysis so that product suite is in line with (or ahead of) competing banks. These updates to
be shared with seniors at regular intervals. Also suggest local promotional activities which will help
reinforce the MNC brand.
Keep attuned to the current economic and financial markets so as to be current and proficient in
attending to customers' queries.
Work hand in hand with other business units to ensure that objectives of the team are met and
there is team harmony and unity.
Facilitate the distribution of third party investment products to customers, after taking into
consideration the risk profile and investment objectives of the said customer. This will entail
constant interaction with the asset management companies & customers.