Relationship Manager-First Wealth - Vadodara, Gujarat

h2>Job summary · Wealth Manager develops manages relationships with HNIs ultra HNIs grow wealth management business develop implement customized financial plans clients focusing equity fixed income alternative investments provide tailored investment advisory services across equit ...

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, · providing them with expert financial advice and personalized wealth management solutions.Address HNI clients for investment requirements, · Acq ...

The job involves managing high net worth clients' investment requirements through various financial products. It also entails acquiring new customers in the corporate space and deepening customer relationships by cross-selling appropriate services. · ...

Managing client relationships and providing financial solutions that help clients achieve their financial goals. · ...

The job of Relationship Manager YES FIRST involves managing banking and investments relationships with clients to grow liabilities & investment business from HNI segment. The role requires developing, managing, and expanding customer relationships by providing service level that ...

Wealth Relationship Manager – Wealth · Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest · and fastest growing mutual fund. We serve 1.3 Cr customers and associates with highest humility · across 100 cities. · ...

Area Business Manager is a supervisor who controls and directs the team of sales representative and activities of an organization. · ...

Senior Relationship Wealth Manager with experience in wealth management and leadership roles responsible for providing leadership to drive wealth management operations. · ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Client acquisition through networking, referrals, and market leads · Conducting financial need analysis and risk profiling · Providing adv ...

We are hiring for the role of Relationship Manager - Wealth. · The incumbent will manage high-value client relationships while delivering customized financial solutions. · Key responsibilities include acquiring clients through networking, · conducting financial need analysis, · p ...

We are hiring for the role of Relationship Manager HNI Sales, Stock Broking & Investments. The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Key responsibilities include client acquisition ...

We are hiring for the role of Relationship Manager - HNI Sales, Stock Broking & Investments. The incumbent will manage high-value client relationships and deliver customized financial solutions. · The candidate will work closely with clients to understand their financial goals an ...

We are hiring Relationship Managers- PCG Advisory to manage high-value client relationships delivering customized financial solutions. · We seek candidates with strong analytical thinking financial acumen communication negotiation relationship-building skills prior experience in ...

We are hiring for the role of VP/AVP/Relationship Manager to manage high-value client relationships while delivering customized financial solutions. · We will work closely with clients to understand their financial goals and provide suitable investment strategies. · The ideal can ...

We are hiring for the role of SVP / VP / AVP / Relationship Manager - Private Banker. The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · The candidate will work closely with HNI/UHNI client ...

The Zonal Manager – AIF Sales will be responsible for driving sales and distribution of Alternative Investment Fund (AIF) products across the assigned zone. · ...

· Job Description: · 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 & Responsibili ...

We have an opportunity for Sales Officer- CASA/ relationship Manager-Premia/ Yes first. · Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA/Mutual fund/LI · , Maintaining good relationship with the customers · , Complete adhe ...

This is a full-time, on-site role for a Branch Manager located in Vadodara. · ...

This role involves leading a team of Retail Partners and insurance consultants in ensuring compliance with financial requirements. It requires excellent communication skills for building relationships with clients. · Aquiring and managing Retail Partners (Part Time Employees) · B ...