Wealth rm jobs in India

We are seeking a Wealth Relationship Manager (RM) to join our team in India. The ideal candidate will have a strong background in wealth management and a passion for helping clients achieve their financial goals. You will be responsible for managing a portfolio of high-net-worth ...

This role is for an RM Wealth professional in a top company, focused on sales of investment products to retail clients (B2C). The ideal candidate will be responsible for gathering assets, achieving sales targets, and managing client relationships for a range of wealth and investm ...

Wealth manager responsible for building and maintaining relationships with high-net-worth clients. Provides customized investment insurance and wealth planning solutions based on clients' financial goals and risk tolerance. · Strong communication and interpersonal skills · Deep u ...

+Wealth RM: · Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones. · +5-18 years of experience in sales or wealth management in the banking industry. · Strong understanding of AIFs, MFs, PMS, and other asset classes. · ...

Wealth RM responsible for team to acquire manage advise HNI Clients Debt Alternate Assets Equity Mutual Funds PMS PE Bonds Structured Products Broking Build wealth manager Team. Identify execute new business opportunities existing clients Motivating team achieve defined targets r ...

Wealth RM in various locations including Hyderabad Ranchi Chennai Tamilnadu Kochi Bangalore Chandigarh Punjab Haryana & Pan India. · ...

Wealth RM responsible for his team to acquire manage and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds PMS PE Bonds Structured Products and Broking Build a wealth manager Team Identify and execute on new business opportunities with existin ...

Description: · Job Description (Wealth Sales): · Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. · Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. · Co ...

Role & responsibilities · Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. · Develops, manages, and expands customer relationships by providing service level which exceed ...

Wealth RM will be responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt. · Affluent consumers can expect impactful communication skills and exceptional track record of managing portfolio of HNI Clients. · ...

+To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners. · +Increasing the Liability book and Investment AUM portfolio size through, deepening and new a ...

Relationship Management: · Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from the HNI segment · Develop, manage, and expand customer relationships by providing service levels that exceed client expectat ...

We are hiring for leading company Responsible for gathering assets for investment products such as mutual funds PMS AIF Corporate FD Investiger SGB Insurance and other products launched from time to time. · ...

We are hiring for leading company. · Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, · Cporate FD, Investiger, SGB, Insurance and other products launched from time to time. · ...

Role & Responsibilities · Relationship Management: · Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from HNI segment · Develop, manage, and expand customer relationships by providing service levels that ...

We are hiring for leading company. · Key Accountabilities:Responsible for gathering assets for investment products such as mutual funds PMS AIF Corporate FD Investiger SGB Insurance and other products launched from time to time. · Would be responsible for achieving Net Equalized ...

Generate revenue from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners. · ...

To generate revenue by sourcing new bank relationships from identified verticals and cross selling of wealth and business banking products. · ...

This is a full-time on-site role for a Private RM Wealth position based in Delhi, India. · Managing a portfolio of clientsProviding tailored wealth management solutionsIdentifying opportunities for business developmentMaintaining strong relationships with clients ...

We have an urgent opening for the Position of Relationship Manager- First Wealth / Current Account in Leading Private Bank. · Engagement across products - Liabilities, Retail Assets, Business Banking, · CASA Value Growth, · Responsible for quality recruitment, · Ensuring Digital ...