Wealth Management - Delhi, Gurugram, NCR, New Delhi

The Senior Wealth Manager will address HNI and ultra HNI clients for investment requirements through exclusive product bouquet and superior service delivery. · ...

Acquire and manage partners sub brokers and IFAs drive sales of AIFs MLDs Debentures Bonds and Life Insurance conduct training programs for partners on financial products maintain strong partner relationships to generate business · ...

Wealth Relationship Manager. · Maintains the Profit and Loss statement and Balance Sheet for the branch, · Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank, · Sustained revenue generation for the branch through cross sell of TPP RA and BB ...

Wealth management manager to acquire and manage investment portfolios across multiple asset classes., understanding of investment products such as bonds, PMS, AIFs,mutual funds insurance alternative investments. · ...

The candidate will manage banking and investments relationships of Bank clients, responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. · Develops, manages, and expands Bank customer relationships by providing service level which exceeds cl ...

This is a job summary for Relationship Wealth Manager in Gurgaon with AMC up to 12L. · ...

Generate revenue from sourcing new bank relationships and cross-selling wealth and business banking products to individuals and business owners. · ...

Lead team of Wealth Managers and drive revenue growth through client acquisition. · ...

Manage HNI customers with high-value relationships and promote wealth management solutions. · ...

As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals. Your primary focus will be on providing personalized wealth management solutions and financial advisory services. · ...

Manage customer relationships in retail banking and wealth management. · Portfolio Management · Retail Banking and Wealth Management · ...

NRI Relationship Manager builds and manages relationships with Non-Resident Indian clients. · Client Acquisition & Growth: Onboard new NRI clients (NTB) and expand existing portfolios through cross-selling various products. · Relationship Management: Develop strong relationships, ...

The role is responsible for driving sales strategy new client acquisition and business development in the Direct Sales segment. · Prospect and acquire new business through B2B/B2C channels · ,Build and strengthen channel partner networks to drive consistent sales · ,Conduct clien ...

This is a job for an Equity Relationship Manager to onboard clients and develop long-term client relationships. · The manager will drive activation, trading volume and brokerage revenue through advisory calls and cross-sell wealth products. ...

Manage front office operations by greeting clients, answering phone calls and redirecting them as necessary. · ...

The role involves managing private wealth, portfolio services execution of transactions financial planning customer acquisition minimum investment surplus management asset allocation risk advisory. · ...