Wealth Manager - Kochi

Wealth Manager · AUM growth through client acquisition and retention. Deliver a premium, trust-led wealth experience. · - Drive AUM growth through client acquisition and retention- Nurture existing clients- Resolve queries- Upsell products- ...

The Private Wealth Manager will handle HNI clients under the Private Wealth vertical. · ...

We are looking for an experienced Relationship Managers (Retail and/or Corporate) to lead and develop a team of RMs; set clear goals, review performance, and drive a high-performance culture. · Candidates should have MBA/Graduate with strong finance or sales background. NISM cert ...

We are seeking a Relationship Manager-First Wealth to manage and grow a portfolio of high net worth clients. As the primary point of contact for these clients you will provide personalized wealth management solutions to help them achieve their financial goals. · ...

We are seeking a young and dynamic Team Lead for our Wealth Management team who can apply their skills and knowledge to drive business growth. · Developing new business/deepening existing client relationships/portfolio Management. · Responsible for business development and team m ...

This is a full time on site leadership role responsible for managing end to end operations of the profit center. · Drive business development initiatives and achieve sales targetsManage daily operations and ensure smooth execution across functionsLead mentor and train team member ...

We are hiring Relationship Managers – Wealth for a leading organization in the Wealth Management industry, · catering to High-Net-Worth (HNI) and Ultra High-Net-Worth (UHNI) individuals.Manage and grow relationships with HNI & UHNI clients · Act as a trusted advisor for end-to-en ...

The Desk Head will lead the HNI / NRI / Preferred Wealth Desk, · Lead and manage a team of HNI / NRI / Preferred Relationship Managers. · ...

The selected intern will be responsible for making outbound and inbound calls to potential customers, addressing customer queries regarding financial products, providing in-depth on-the-job training, and assisting senior wealth managers in handling clients. · ...

Wealth RM will manage and nurture relationships with high-net-worth individuals providing personalized wealth management solutions financial advisory services and ensuring overall client satisfaction. · Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and de ...

Acquiring and managing clients designing financial plans and optimizing investment portfolios. · ...

Acquiring, deepening, and retaining high-net-worth individual clients by generating revenue through promoting mutual funds, portfolio management services, alternate investment firms, equity broking. · ...

+We are building a powerful community of traders & investors and we want dynamic individuals to join our team. · +Call and follow up with potential leads provided by the company · Conduct in-person, office-based meetings with prospects · +/h2Strong English communication skills (s ...

Senior Regional Insurance Manager job in Bancassurance. · ...

The Relationship Manager will build strong relationships with clients to meet their financial needs while driving revenue growth for the bank. · ...

Translate Complexity: Take high-level business needs from stakeholders and turn them into clear, actionable technical specs (BRDs/FRDs) Be the Expert: Use your deep knowledge of banking workflows to spot gaps before they become problems · ...

This is a full-time on-site role for an Office Assistant, · located in Kochi. The Office Assistant will be responsible for managing day-to-day office tasks, · providing administrative support, handling phone calls professionally, · utilizing office equipment and executing clerica ...

As Business Sales Executive on our Sales and Marketing Team you will have the opportunity to utilize your hunting analytical and negotiation skills to secure new customers. · Related Degree · Interest in IT and software · ...

Acquire new enterprise clients in Banking, NBFCs, Fintech, Payments, and Wealth Management sectors. · ...

Acquire new clients through leads and family accounts grouping Grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base Sell asset wealth other products bank third party with a view to enhance revenue per client Service clients cover ...