- Provide financial solutions to the HNI customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
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Wealth Manager
4 days ago
GA Capital Management Bengaluru, IndiaVacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager · Who we are? · GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. · GA Capital Management Private Limited is a capital management company ...
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Wealth Manager
4 hours ago
Entrust Family Office Bengaluru, IndiaCompany Description · ENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We ope ...
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Private Wealth Manager
1 week ago
Wealthy Bengaluru, IndiaRole – AVP / VP - Wealth Management, Location - HSR Layout, Bengaluru · WHY? · Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients ...
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Wealth Content Manager
3 days ago
Kuvera Bengaluru, IndiaJob role - Wealth Content Manager(Marketing) · Job Location - Bangalore · Work mode - work from office · Working days - 5 days · Kindly Fill this Google From with your updated & correct details to help you profile get processed further: · Who are we: · is India's first free dire ...
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Wealth Content Manager
3 days ago
Kuvera Bengaluru, IndiaJob role - Wealth Content Manager(Marketing) · Job Location - Bangalore · Work mode - work from office · Working days - 5 days · Kindly Fill this Google From with your updated & correct details to help you profile get processed further: · Who are we: · is India's first free dire ...
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Asset and Wealth Management
1 day ago
Goldman Sachs Bengaluru, IndiaAbout Goldman Sachs · At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client ...
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Private Wealth Manager
4 hours ago
Response Informatics Bengaluru, IndiaThis opportunity is for a fast growing MNC Bank · Acquire and upgrade quality Treasures clients in the branch location areas · • Engage with existing customers to deepen the wallet share through retention and growth of AUM. · • Accountable for achieving monthly & annual volume an ...
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Asset and Wealth Management
3 hours ago
Goldman Sachs Bengaluru, IndiaABOUT GOLDMAN SACHS · At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified clien ...
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Asset and Wealth Management
2 days ago
Goldman Sachs Bengaluru, IndiaAbout Goldman Sachs · The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governmen ...
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Wealth Management Internship
2 weeks ago
Vinca Wealth Bangalore, India Internship, Full time· About the internship: · Selected intern's day-to-day responsibilities include: · 1. Write research articles · 2. Prepare a presentation of the client's portfolio · 3. Help with the execution of the orders · 4. Conduct meetings with the clients · > · Only those candidates can ...
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Wealth Relationship Manager
1 week ago
Waytogo Consultants Bengaluru, IndiaJob Type: Full Time · Role: Experienced · Min Salary: 5 Lakh · Max Salary: 10 Lakh · Experience: 3 to 10 Years · Location: Bangalore · Eligibility: Graduation · Company: Leading Private Bank · Job Description : · A Relationship Manager is primarily responsible for providing finan ...
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Wealth Relationship Manager
1 day ago
Waytogo Consultants Bangalore Urban, IndiaJob Role: · Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship. · Use financial acumen and investment expertise to review client personal data, align clients ne ...
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Kotak Mahindra Bank Limited Bengaluru / Bangalore, India Full timeKotak Wealth Management: · The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest ...
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Wealth Management Research Internship
1 week ago
Noble Wealth Technologies Private Limited (MIRA Money) Bangalore, India Internship, Full time· About the internship: · Selected intern's day-to-day responsibilities include: · 1. Working on financial analysis of investment products like mutual funds & stocks · 2. Working on financial modeling · 3. Working on client's investment reports assessment · > · Only those candi ...
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Goldman Sachs Bengaluru, IndiaSoftware Engineer – Associate – Wealth Management Engineering – Alternatives Engineering Team Who We Are · At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging ...
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Investment Counsellor
4 days ago
I Mates Consultants Bengaluru, IndiaShare- Tweet · **Posted By**:I Mates Consultants | **Posted on**: July 11, 2023**: · - India Bengaluru/Bangalore · RS · - 5-18 · **Scope of the Role**: Driving investment product advisory through sales team, Ownership of the investment target of the cluster / location thatthey ar ...
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Wealth Underwriter
2 days ago
Wells Fargo Bengaluru, Karnataka, India**About this role**: · Wealth Underwriting: Covers jobs responsible for analyzing and underwriting deals for wealth clients. Serves as a key member of a client's deal team. · **In this role, you will**: · - Participate in low to moderately complex Wealth Underwriting initiatives ...
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Avp - Investments
5 days ago
Avani Consulting Bengaluru, India**About the Job**: · Be a part of the investment team thats going to change the dynamics of investing in alternative · investments in India. Youll be responsible for fulfilling the growth and fundraising initiatives for investment · opportunities presented on the platform. · **Lo ...
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Avp Overseas Indian Business
1 day ago
HSBC Bengaluru, India**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 direction, HSBC offers op ...
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Aim Cgw Client Analytics
4 days ago
Citi Bengaluru, India**Roles & Responsibilities** · - The Role holder is the Analytics manager for US consumer Wealth (part of CGW Organization). Primary responsibility is Product and Marketing Analytics · - The Role holder is expected to work with US Consumer Wealth organization, Decision Management ...