Specialist - Affluent Client Segment - Surat
3 days ago

The Specialist – Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients advising on financial planning and achieving sales targets for mutual funds and alternate investment products.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Premier Relationship Manager
1 month ago
This is a Premier Relationship Manager role responsible for managing banking and investments relationships of high net worth individuals (HNI) for YES FIRST clients. · ...
Relationship Wealth Manager-: Urgent opening
6 days ago
The Relationship Wealth Manager will manage the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment. · Develop, manage, and expand YES FIRST customer relationships by providing service ...
VP/ AVP
3 days ago
Acquire and handle UHNI HNI clients for PCG (Private Client group). Advising UHNI/HNI clients on Equity, Derivatives, currency & commodity Markets. · ...
Relationship Manager
4 days ago
Build and maintain strong relationships with existing and prospective clients to drive business growth. · ...
Portfolio Relationship Manager
6 days ago
This role involves understanding clients business and providing appropriate working capital solutions across Fund/non-Fund based products. · ...
B2B Sales Executive
1 month ago
The ideal candidate will be responsible for generating sales and expanding Gems market presence in B2B segment. · Generate new business leads and expand the client network across domestic & international market. · ...
Cluster Manager
1 month ago
+Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. Establish ties with HNI UHNI clients by designing & implementing their financial plans, ensuring they receive & execute on right advice. · ...
To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. · ...
Acquire and handle UHNI HNI clients for PCG Private Client group having book size of Rs.25Lac and above Advising UHNI/ HNI clients on Equity Derivatives currency & commodity Markets generate Revenue from them Cross selling Third Party Products like products like MF Mutual Funds P ...
VP/ AVP/ Manager
1 month ago
Wealth Management Job Summary: Acquire handle UHNI HNI clients PCG Private Client group having book size Rs25Lac above Advising UHNI/HNI clients Equity Derivatives currency commodity Markets generate Revenue them Cross selling Third Party Products like products MF Mutual Funds PM ...
Regional Business Manager
1 week ago
Manage team of leaders and front line resource at Regional Level Drive team for new acquisition through Branch Banking and/or Customer referrals Build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence Focus to continually in ...
Assistant Manager- Talent Acquisition
2 weeks ago
+Lead P&L of the entire project. · +Lead P&L of the entire project. · -->Develop strong and constructive relationships with business stakeholders, TA leadership, key HR contacts, as well as across the broader Taggd business. · -->Ensure efficient delivery of the solution, in line ...
The Trade Relationship Manager-BRANCH BANKING-Retail Sales job role involves acquiring quality Current Accounts Customers who are dealing in International Trade. · ...
Field Sales Executive
2 weeks ago
Drive sales of aluminium profiles across renewables, construction, architectural, industrial, and commercial segments. Identify, develop, and manage B2B client relationships. · ...
This is a full-time role based in Panipat/ NCR for a Regional Sales and Marketing Manager for North India. · ...
This is a full-time, on-site role for a Relationship Manager in the Commercial Banking segment, based in the Gujarat region. · The Relationship Manager will be responsible for building and nurturing strong relationships with commercial banking clients, · understanding their finan ...
Bookkeeper
3 weeks ago
This role focuses on financial accuracy, · reporting integrity, and operational support across the agency. · ...
Customer Relationship Management Manager
1 month ago
This is a full-time role for a Customer Relationship Management (CRM) Manager based in Surat. The CRM Manager will oversee client relations and develop customer engagement strategies. · Strong Analytical Skills and expertise in understanding data to drive customer insights. · Ex ...
Main Merchandiser
1 week ago
Procure direct business from buyers particularly in made ups (Polyester Segment). Ensuring compliance with the order and product specifications laid down by the buyers throughout the manufacturing process and in the final delivery of the product/shipment. · ...
Modern Trade
6 days ago
This is a full-time role based in Surat for a Modern Trade - Sales Manager. · Manage trade sales. · Develop business opportunities. · ...