-
We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals (HNIs) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams ...
Amritsar ₹500,000 - ₹1,200,000 (INR) per year Full time1 day ago
-
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. · Support our clients to meet their financial needs, as they progress through their career and life-stages. · Build relationshi ...
Amritsar, Punjab1 month ago
-
Drives revenue through liability mobilization (CASA), wealth management, and cross-selling products like insurance and loans. · ...
Amritsar, Chandigarh, Delhi, Gurugram, Jalandhar, NCR6 days ago
-
We are seeking an experienced Relationship Manager to join our team in Amritsar. · Maximize profit by developing existing relationships · ...
Amritsar, Punjab1 month ago
-
We are looking for skilled Relationship Managers to join our team at GREEN HEDGE CAPITAL playing a crucial role in driving business growth and client satisfaction. · The ideal candidate will have a strong background in relationship management and a passion for delivering exceptio ...
Amritsar2 weeks ago
-
The Bank Authorizer is a critical role within the Branch Banking function of Retail Banking, responsible for delivering best-in-class customer service and ensuring operational excellence across PAN India branches. · The incumbent plays a key part in enhancing customer satisfactio ...
Amritsar6 days ago
-
+Job summary · The person should be capable of increasing the sale of QR & Soundbox through proper channels to the merchants across multiple locations.Responsibilities · Grow Distribution and Market share in the assigned area of operations. · Visibility Accountability through Ext ...
Amritsar1 month ago
-
+Join HSBC and experience the possibilities. · We are seeking an experienced professional to join the WPB team. · The role involves growing and nurturing HSBC Premier relationships (High Networth Individual) segment of the Personal Banking customer base) · ...
Amritsar Full time1 month ago
-
If you're looking to unlock new job opportunities take a look at the possibilities right on your doorstep here at HSBC. · The bank primarily depends on the asset products (Mortgage PIL LAS LAM etc) to build its assets business. · ...
Amritsar, Punjab1 month ago
-
We are currently seeking an experienced professional to join the WPB team. · The PRM & SPRM role are client facing roles. To grow and nurture HSBC Premier relationships (High Networth Individual) segment of the Personal Banking customer base) and achieve business targets as laid ...
Amritsar II1 month ago
-
The bank primarily depends on the asset products to build its assets business. The incumbent will play a crucial & challenging role in increasing business & Staff Activation of the branches. · ...
Amritsar II1 month ago
Relationship Manager Wealth - Amritsar - Yubi
Description
Key responsibilities:
To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives
To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc,
To educate clients on the features, benefits, and risks associated with various wealth management products
To identify new business opportunities and generate leads through networking and referrals
To drive business growth by effectively cross-selling wealth management products and services to existing clients
To achieve revenue targets and contribute to the overall growth of the private wealth management business
To conduct thorough due diligence on investment products and providers to mitigate risks
To maintain accurate records of client interactions and transactions in accordance with compliance standards
To conduct and assist in organizing seminars, workshops and other business development activities
Requirements
Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up
Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years
Should have a strong understanding of wealth management products, Debentures, AIFs and PMS
Strong communication sales and a track record of achieving targets and achieving incentives
Should have excellent communication, presentation, and negotiation skills
Should have the ability to work independently and as part of a team in a fast-paced environment
Having relevant regulatory certifications (e g
, AMFI, NISM) will be an advantage
Benefits
We are committed to creating a diverse environment and are proud to be an equal opportunity employer
-
Branch Relationship Manager
Full time Skillventory- Amritsar
-
Sr. Relationship Manager
Only for registered members Amritsar, Punjab
-
Branch Manager
Only for registered members Amritsar, Chandigarh, Delhi, Gurugram, Jalandhar, NCR
-
Associate Vice President Premier Relationship Manager
Only for registered members Amritsar, Punjab
-
Relationship Managers
Only for registered members Amritsar
-
Banker-Authorizer
Only for registered members Amritsar
-
Team Lead
Only for registered members Amritsar
-
Associate Vice President Premier Relationship Manager
Full time Only for registered members Amritsar
-
AVP Branch Asset Specialist
Only for registered members Amritsar, Punjab
-
Associate Vice President Premier Relationship Manager
Only for registered members Amritsar II
-
AVP Branch Asset Specialist
Only for registered members Amritsar II