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( 40)Wealth Management jobs Found


  9197  
tip Financial Advisor - BFSI (08-15yrs)  
  leading MNC    
  Mumbai,  
  Building and managing client relationships - Achieving set revenue targets - Networking for sales leads and assisting with team marketing initiatives to grow the portfolio - Identify client prospects on a quarterly basis and establish profitable relationships - Comply with due diligence and best practices policies - Work as a team with other Senior Private Bankers as well as different divisions within the bank to achieve business goals  
  Posted Date:12-05-2016  
  9186  
tip AM - Investment/Fund Research - Wealth Management/Investment Advisory Business(04-11yrs)  
  A Leading investment bank    
  Mumbai,  
  Producing quarterly Manager Commentaries which provide a structured discussion of the performance results for the previous quarter, including any changes to philosophy, people, and process, performance attribution, what helped or hurt performance, and any other factors which impacted performance during the quarter - Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers - Making asset allocation and portfolio construction with close coordination with consultant/sr. consultant - Screening and selecting investment manager(s) based on client investment style, goals and risk appetite - Producing an initial Research View (RV), and semi-annual updates to it, which provides 2-4 pages of description of the investment process, methods used for developing investment ideas, the process used to incorporate those ideas into investment portfolios including selection, weighting, rebalancing, and sell disciplines, as well as risk management techniques such as sector weighting limits. The FRV also provides an evaluation of the investment process used to guide clients currently investing in or considering new or additional commitments to that strategy  
  Posted Date:10-05-2016  
  9136  
tip Corporate Wealth Manager - Wealth Product Distribution - HNI/UHNI - NBFC (03-05yrs)  
  Leading NBFC    
  Hyderabad/Secunderabad,  
  Address HNI and ultra HNI clients for investment requirements offering Products Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. - Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients (Ultra HNI Clients) - Profiling Customers and provide financial products to meet customer needs - Ensure profitability of the portfolio: Generate high Income per Customer - Portfolio Modeling, Portfolio Performance Analysis, Portfolio Management.  
  Posted Date:26-04-2016  
  9018  
tip AVP - Wealth Management - Ultra HNI - Bank (05-14yrs)  
  A leading Global Bank.    
  Mumbai,  
  Handling and managing Ultra HNI clients. - Aiming for consistent growth of customer wallet share and book size. - Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions - Active investment strategies made available to clients from different entities exclusively as per clients requirements. - Constantly review client portfolios and give a birds eye view.  
  Posted Date:31-03-2016  
  8981  
tip SBI - Compliance Officer - Wealth Management Vertical (05-20yrs)  
  Leading Investment bank    
  Mumbai,  
  Ensuring compliance of Various Regulations of SEBI, RBI and other regulatory bodies for the Wealth Management Vertical Creation of Internal Compliance guidelines to be followed by Wealth management teams (Sales, Service, Operations and advisory) Liaising with regulatory bodies for updates on guidelines - IRDA, AMFI,RBI, NRI guidelines in key geographies (USA, UK, Singapore, Middle-East, Australia) Resolution of observations by regulators on wealth management practices - both in India & globally Monitoring the Compliance, by the Wealth Management Teams in respect of requirements of the Regulatory guidelines, notifications and instructions from time to time Submission of necessary disclosures to SEBI and other regulatory bodies Any other matter, as may be entrusted by the Bank from time to time  
  Posted Date:22-03-2016  
  8978  
tip Zonal Sales Head - Corporate & SMEs - Wealth Management Business (10-30yrs)  
  Leading NBFC    
  Mumbai,  
  Managing the Zonal Corporate & SME Sales for the Wealth Management Business Managing the Relationship Manager Team Leads and Relationship Managers ensuring achievement of budgets by the RM Teams Acquire Corporate and SME Customer Relationships Customers Ensuring compliance of guidelines, systems & procedures by the Relationship Manager team Compliance Ensure all customer instructions are executed the same day Ensure 100% documentation of all transactions. Zone Development Conduct Zone Investment seminars to spread financial awareness. Customer Meets and Campaigns Ensuring Customer Satisfaction Any other matter, as may be entrusted by the Bank from time to time  
  Posted Date:22-03-2016  
  8977  
tip SBI - Risk Officer - Wealth Management Business(05-20yrs)  
  Leading NBFC    
  Mumbai,  
  Formulating the Risk Management Guidelines, transaction monitoring and proactively identifying and mitigating the risks for the Wealth Management Business Development of risk management practices manual based on Regulatory guidelines (issued by compliance) Sales, distribution and investment advisory practices defined by Sales head, Research head and GM (WM) Transaction monitoring to identify discrepancies (pre-defined triggers) Exception Handling for all risk related alerts provided by the Technology Platform Random checking of Hubs, e-wealth Centre and Customers as per Risk Policy Publishing surveillance reports for all branches / hubs Eliminate breaches of regulatory guidelines Ensure adherence to risk management manual by Wealth Management staff Any other matter, as may be entrusted by the Bank from time to time  
  Posted Date:22-03-2016  
  8940  
tip Relationship Manager - Commercial Business Banking(07-13yrs)  
  Leading Investment bank    
  Bengaluru/Banglore,  
  Responsible for Building Direct Commercial Business Book for the assigned Region Achieving sales target in line with business strategy of the region Work closely with team and drive them to achieve the assigned Region Targets Understanding Customer Requirement and working closely with Product Team towards correct structuring of the Facility Have a excellent Knowledge of the Region, Opportunities and CRM of target Customers Market mapping of cluster, strategies for expansion of market base and proactively working towards development of new products/markets along with Product Development Team Working closely with the Credit/Risk team to drive business using appropriate sourcing strategy according to the dynamic market conditions Identify Cross Sell (Trade/CMS/Direct Banking/Forex/YCOPs) opportunities in each client and derive strategies to maximize profitability People and Team Management including career management, coaching and mentoring of critical talent in the team  
  Posted Date:15-03-2016  
  8907  
tip Priority Relationship Manager - Business Banking - HNI (01-05yrs)  
  Leading NBFC    
  Delhi,Gurgoan,  
  Acquisition/Managing the high net worth customers/Focusing on HNW client groups for bigger volumes & accelerate revenue generations. Generate trade Forex revenue through the quality sourcing of trade Forex special current account and also engage the customer by providing the service of CMS, Assets products, LC, BG etc. Enhancing & strengthening of the existing relationship by cross-selling products and services as per the profile & need of the customer. Retention of the customers by providing the best possible services and being the dedicated point of contact for the customers. Penetration of products across family groups with all kind of financials products. Sales of different product segments e.g. TPP, Assets, Insurance, Cards, and Mutual Fund along with investment portfolio creation, etc. Ensuring that individual customers are grouped and Customer to Group (CTG) Ratio is maintained on the portfolio. Develops new and expands existing high net worth customer relationship for current account, business banking assets and investment. Resolving customer complaints effectively  
  Posted Date:10-03-2016  
  8805  
tip Investment Counselor - BFSI(04-15yrs)  
  Leading Pvt Bank    
  Bengaluru/Banglore,Delhi, Mumbai,  
  Discuss the customer profiles with WM s and help explore & advise opportunities to sell the relevant products to the potential customers - Review call outcomes with WM s & discuss alternate plans with the view to provide appropriate solution to the customer needs. - Make self- available for Joint Calls with WM s to enhance call effectiveness provide learning opportunities and to demonstrate intellectual engagement with customers to encash the business opportunities. - Collect, collate and share market information with product management team and suggest strategies for future - Will be responsible for product penetration & measure productivity - Maintain Relationship with principle (like AMC, Insurance co) - Portfolio Analysis of Client - Process Management - Data analysis of the respective region to target relevant client base - Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base.  
  Posted Date:25-02-2016  
  8774  
tip AVP - Wealth Management - BFSI (07-13yrs)  
  Leading Investment bank    
  Bengaluru/Banglore,  
  New Client Acquisition - Asset allocation analysis & Financial Planning - Handling a portfolio of HNI clients with the team leader - Growing share of wallet of the client s total portfolio - Understanding the client s needs and be able to advise effectively on portfolio decisions and suitable investment ideas - Portfolio monitoring and analysis - Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.) - Transaction execution and fund house coordination  
  Posted Date:22-02-2016  
  8717  
tip Relationship Manager - HNI - Wealth - Bank(01-03yrs)  
  Leading Indian Private Bank    
  Mumbai,  
  Monitor and address HNI clients banking and investment needs - Use financial acumen and investment expertise to review a client s personal data, align a clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long term investment goals - Focus on business development & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness - Achievement of product wise target - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times and updatation of contacts in all necessary systems - Regular contact with all mapped clients through weekly/monthly calls - Resolution of queries of all mapped clients within TAT specified - Ensuring need based product approach towards clients and regular reporting of product penetration - Reaching out to all mapped clients on regular basis and cross selling as many products as possible.  
  Posted Date:11-02-2016  
  8715  
tip Associate - Internal Audit - Wealth Management/Portfolio Management(02-07yrs)  
  leading Investment Bank.    
  Mumbai,  
  Assisting in the preparation of audit planning memorandum. - Identifying and evaluating key risks and contributing to establishing audit scope. - Leading walk through meetings and discussions with the purpose of developing audit test programs and identifying control issues. - Executing audits in line with audit test programs and within time budgets. - Appropriately assessing potential findings for significance. - Drafting audit reports; writing clear and concise findings. - Communicating audit findings to the Internal Audit lead auditor and client management; assist with negotiating finalization of issues with senior client management. - Tracking implementation of recommended processes designed to strengthen internal controls. - Developing solid working relationship with clients. - Participating in continuous monitoring meetings and preparing risk assessments for various segments of the Wealth Management audit entity universe to help drive the risk based audit plan. Experience in financial services is essential, with a preference for internal audit experience. Wealth Management experience a plus.  
  Posted Date:11-02-2016  
  8633  
tip Relationship Manager - Premium Wealth Management Segment - UHNI - NBFC(02-10yrs)  
  leading Investment Bank.    
  Kolkata,  
  To devise mechanisms for achieving sales and revenue targets and deploy resources accordingly. To map the target ULTRA HNI clients in the area and drive relationships with them. - To analyze the customer profiles & the financial analysis / investment advice provided by various RMs and provide feedback. - To effectively deploy schemes & prioritize sales. To keep abreast with the research generated internally and ensure that they are shared with the HNIs; also pass feedback of customer requirements to the research team. - To achieve defined sales targets of assigned portfolios and analyze performance periodically. - To constantly focus on fee generating service offerings to meet the projected fee income  
  Posted Date:29-01-2016  
  8628  
tip Cluster Head/RM/Account Director/VP/AVP - Wealth Management(04-10yrs)  
  leading Investment Bank.    
  Delhi,Mumbai,Pune,  
  Understand in detail clients investment needs & create a long term Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures. Asset Allocation plan. - Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds. - Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity. - Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.  
  Posted Date:28-01-2016  
  8606  
tip Preferred Relationship Manager - Wealth Management Group(03-10yrs)  
  leading Investment Bank.    
  Delhi,Mumbai,  
  Manage and generate cross sell revenue from preferred clients. 2. Acquire preferred clients. 3. Provide financial planning services to all assigned and acquired preferred clients. 4. Responsible for all cross sell related servicing to assigned clients. 5. Ensure client meetings as per defined norms. 6. Maintain records of business on internal software. 7. Liaison with Branches and other Vertical Heads for revenue generation and query resolution. 8. Ensure compliance as per various regulator and organization guidelines.  
  Posted Date:25-01-2016  
  8594  
tip Relationship Manager - Wealth Management - HNI(04-07yrs)  
  Leading NBFC    
  Hyderabad/Secunderabad,Mu mbai,  
  Key Deliverables of the Role: - The key deliverable for the organization this year is increased AUMs and New To Organization clients (NTO) - Hence the key objective of the Relationship Manager would be to acquire qualified NTOs with minimum wallet share of 25L - Another key objective of the Relationship Manager would be to deepen existing relationships - Formulate plans to acquire new HNI customers for increasing customer base of the portfolio. - Providing seamless and superior service delivery - Ensuring compliance with key regulatory requirements  
  Posted Date:22-01-2016  
  8572  
tip Area Head/RM - Wealth Management - Financial Services Firm(05-15yrs)  
  leading Investment Bank.    
  Bengaluru/Banglore,Mumbai ,  
  The candidate should have Strong knowledge in the Wealth Management should be an Individual Contributor as well as team handling. - Would be handling a team of around 4-6 Senior Relationship Managers. - Apart from it would also be responsible for building his her own AUM and client base. - The ideal candidate should have a minimum individual AUM base of over Rs. 20 crore in Mutual Fund.  
  Posted Date:20-01-2016  
  8561  
tip Relationship Manager - Wealth Management Group - Bank(01-05yrs)  
  Leading Pvt Bank    
  Mumbai,  
  Monitor and address HNI clients banking and Investment requirements Use financial acumen and investment expertise to review a client s personal data, align clients need through superior service seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs Regular contact with all mapped clients through weekly monthly calls Resolution of queries of all mapped clients within TAT specified Ensuring need based product approach towards clients and regular reporting of product penetration  
  Posted Date:19-01-2016  
  8557  
tip Wealth Manager - HNI - Bank(01-10yrs)  
  Leading NBFC    
  Hyderabad/Secunderabad,  
  Monitor and address HNI clients banking and investment needs - Use financial acumen and investment expertise to review a clients personal data, align a clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long term investment goals - Focus on business development & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness - Achievement of product wise target - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio - Consult risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contact ability at all times and update of contacts in all necessary systems - Regular contact with all mapped clients through weekly monthly calls - Resolution of queries of all mapped clients within TAT specified - Ensuring need based product approach towards clients and regular reporting of product penetration - Reaching out to all mapped clients on regular basis and cross selling as many products as possible.  
  Posted Date:18-01-2016  
  8549  
tip Wealth Relationship Manager - Private Banking(Select-Selyrs)  
  Large Private Bank    
  Mumbai,  
  Offer Private Banking wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships from branches into the private banking group. Managing relationships of super HNI clients, retaining & enhancing advisory relationships. To execute cross sell efforts as per focus of the bank at any given point in time. To acquire new clients in the targeted HNI segment from outside the bank. At least 3 year of working experience in the related field is required for this position. Preferably Managers specializing in Banking Financial Services or equivalent. Job role in Financial Planning/Wealth Management or equivalent  
  Posted Date:14-01-2016  
  8529  
tip Cluster Head/RM/Account Director/VP/AVP - Wealth Management(04-10yrs)  
  Leading Pvt Bank    
  Bengaluru/Banglore,Delhi, Hyderabad/Secunderabad,Pu ne,  
  Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds. - Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity. - Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.  
  Posted Date:11-01-2016  
  8511  
tip Branch Banking Wealth Relationship Manager(04-09yrs)  
  Leading Bank    
  Ahmedabad,Bengaluru/Bangl ore,Chandigarh,  
  Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer. Key Customer Relationship Management & supervision of all High Net Worth customer programs. Ensure compliance with Bank.  
  Posted Date:04-01-2016  
  8503  
tip Wealth Manager(01-10yrs)  
  Leading Private Sector Bank    
  Delhi,Gurgoan,Mumbai,Noid a,  
  Monitor and address HNI clients banking and INVESTMENT needs - Use FINANCIAL acumen and INVESTMENT expertise to review a clients personal data, align a clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long term investment goals - Focus on business development & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness - Achievement of product wise target - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio - Consult risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contact ability at all times and update of contacts in all necessary systems  
  Posted Date:04-01-2016  
  8492  
tip Area Manager/Regional Head - HNI/HNW (06-18yrs)  
  Leading NBFC    
  Pune,  
  - To undertake periodic sales forecast, execute sales strategies & budgets, employ resources & coach teams to achieve them - To envisage future business growth, devise a regional marketing strategy & allocate branch & product targets - To map the target HNI clients in the region & establish relationships with them to maintain the pipeline funnel - To establish L&T brand in the region by executing marketing & brand differentiation campaigns - To review the customer profiles & the financial analysis / investment advice provided by various RMs - To constantly motivate and develop the sales teams to garner business growth - To develop schemes & prioritize sales of products  
  Posted Date:29-12-2015  
  8489  
tip Wealth Management - Sales - BFSI(03-08yrs)  
  Leading NBFC    
  Delhi,Mumbai,  
  Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings /Term deposits), wealth management products and asset related products (secured, unsecured) - Grow AUM and Sales revenue on a month on month basis - Support Branch Managers in developing and implementing action plans to achieve business objectives - Increase product per customer on a regular basis within current customer base - Organize and participate in all promotion activities organized at the branch Operational Governance - Minimize account opening rejections - Ensure all processes are followed to ensure that there are no operating losses/ Frauds. - Accurate and timely processing of customer instructions - Ensure adherence to KYC Norms - Maintain standards to comply to Group Audit, Opeartional Risk Assurance, BM, AD,TL in Spot Checks - Customer Experience Management - Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program. - Minimize rejections and customer complaints to create a wow experience - Hold periodic customer meets and branch promotions to generate more business. - Customer query handling / complaint resolution - Specific initiatives taken to improve service and reduce bottlenecks and customer complaint - Customer visits as per laid down call frequency.  
  Posted Date:29-12-2015  
  8465  
tip RM/Manager/Senior Manager - Wealth Management (03-08yrs)  
  Leading NBFC    
  Delhi,Gurgoan,  
  Handling a group of High Net Worth Clients - Acquisition & servicing of HNI customers 5 lacs+ - Profiling Customers and provide financial products to meet customer needs - Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs - Increase liabilities size of relationship via balances in accounts of existing customers - To Enhance & Retain customer profitability by capturing larger share of Wallet - Ensure profitability of the portfolio: Generate high Income per Customer - Financial planning and investment advise - Sales targets spread across liabilities, retail assets, business banking, forex, credit cards, online trading etc  
  Posted Date:22-12-2015  
  8459  
tip Research Analyst - Wealth Management (0-05yrs)  
  Leading Wealth Management Company    
  Bengaluru/Banglore,Chenna i,Mumbai,  
  A Leading Wealth Management Company is looking to hire candidates with 3-7 years of experience in wealth management research. Performed financial analysis and developed models to generate long term client recommendations on stocks - Worked on various sectors earnings estimate and developed valuation on major IPOs - Generated Valuation recommendation reports for major IPOs in 2014 as per client requirements - Successfully developed a VBA program in Excel to generate hedging strategy on Nifty Futures and Options trading  
  Posted Date:16-12-2015  
  8416  
tip Deputy Manager / Manager / Senior Manager.(02-03yrs)  
  Leading Private Sector Bank    
  Delhi,Gurgoan,Mumbai,Noid a,  
  Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book. - Achieve the New To Bank - NTB CDAB Target from self-sourced accounts. - Achievement of New Wealth Customer ID Acquisition Target. - Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, - Gold, and Alternate Products. - Achievement of points target from Non-Life Insurance - LI IPG Points. - Other Cross Sell Points - through Loans, FD, Forex, Cards, Remittances, etc. - Improve Customer Activation % by sale of defined hooks in the mapped portfolio  
  Posted Date:27-11-2015  
  8385  
tip Relationship Manager - Wealth Management - HNI/HNW(01-06yrs)  
  Leading Bank    
  Bengaluru/Banglore,Delhi,  
  - To ensure more wallet share to the customers to avoid devaluation of securities - To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa(Primary bankers have 200 clients) - Managing relationship to improve relationship value of existing customers - Ensuring products the customers according to their requirements  
  Posted Date:05-11-2015  
  7569  
tip AVP - Wealth - Bank - HNI(06-10yrs)  
  Leading Bank    
  Ahmedabad,Chennai,Gurgoan ,  
  - The candidate is expected to manage and grow the Super HNI base through HNI acquisition - Selected candidates will be creating loyalty through multiple product sales and creating value add for the clients through high levels of customer service and delivery.  
  Posted Date:02-07-2015  
  7547  
tip Relationship Manager/Team Lead - Investment Broking - HNI(03-08yrs)  
  Leading Bank    
  Delhi,Mumbai,Pune,  
  - Managing Emerging affluent / HNI clients and cater to their financial requirements - Provide them with Investment products & Services basics of their goals/ objectives and risk appetite and increase their wallet share with the company - Acquiring new clients through reference and other sources & grow the overall relationship  
  Posted Date:29-06-2015  
  7540  
tip Associate Relationship Manager - Wealth - HNW(01-04yrs)  
  Leading Bank    
  Ahmedabad,Bengaluru/Bangl ore,Hyderabad/Secunderaba d,  
  1. Assist the Senior Relationship manager to acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr. These relationships are individuals, corporates, trusts, families, etc. Acquisition of these relationships will require the Associate Relationship manager to engage in the following activities - prospecting, cold calling, lead qualification, pitching. 2. Gather research and intelligence to identify and qualify new sales opportunities 3. Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms  
  Posted Date:29-06-2015  
  7503  
tip Relationship Manager - Wealth Management - HNI(01-03yrs)  
  Leading Bank    
  Chennai,  
  - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs  
  Posted Date:23-06-2015  
  7501  
tip Sales Role - Financial Products(01-02yrs)  
  Leading Bank    
  Mumbai,  
  - Excellent opportunity for someone to enter private wealth management - Role will include recommending various financial products to HNIs - Experience in sale of any of the financial products available in the market e.g. Mutual funds, Insurance, Tailored financial products, loans etc  
  Posted Date:23-06-2015  
  7482  
tip Relationship Manager - Wealth Management Group - HNI(01-05yrs)  
  Leading Bank    
  Gurgoan,Noida,  
  - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs  
  Posted Date:20-06-2015  
  7438  
tip Relationship Manager - Wealth Management(02-04yrs)  
  Leading Bank    
  Noida,  
  Coordinating with asset management companies for generation and timely delivery of investment reports, Completing audit and service requirements as per organizational standards. Must have excellent presentation skills Should have knowledge of financial products  
  Posted Date:16-06-2015  
  7389  
tip Preffered Banking Relationship Manager(03-08yrs)  
  Leading Bank    
  Chennai,  
  Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Banks products and Services/ third party investment products. PB RM also enhances the book through new customer aquisitions  
  Posted Date:09-06-2015  
  7382  
tip Wealth Manager/Wealth Advisor - HNI(04-10yrs)  
  Leading Bank    
  Delhi,  
  - Must be an individual revenue writer in current role or for in a previous role continuously for a period of 4 - 10 years; must have prior experience in generating leads and acquiring business from HNIs - should have strong relationships with most of his HNI clients for a minimum period of approx. 3 years - Candidate should be MBA with at least 4 years experience with sales of Equities, Debt, Alternative investment products, should be well versed with current market trends and product information so as to provides clients with appropriate financial advice  
  Posted Date:05-06-2015  
  7363  
tip Investment Advisor - Wealth Management (02-10yrs)  
  Leading Bank    
  Mumbai,  
  - Responsible to guide and lead a team of 20-25 Wealth Managers. - Act as an subject matter expert on investment products and structured products . - Coach, train and nurture the team - Drive revenue of the cluster. - Relationship management for key a/cs in the region. - Work closely with product teams and third party product teams  
  Posted Date:02-06-2015