...Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. With a wide network of 5000 domestic branches, 15,751 ATMs and cash recyclers, and 6 Axis Virtual Centres with over 1,500 Virtual Relationship Manag...
...field
Experience with CRM software and MS Office Suite
CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
Fluent in English and Hindi
Desired Candidate ...
Sr. Relationship Manager VRM Location-BKC,Mumbai
Key Roles
Relationship management - Multiple distributors for VRM
Spoc for VRM business with product teams across distributors
Interacting with product teams on agenda setting and drives t...
...complaint resolution.
Specific initiatives taken to improve service and reduce bottlenecks and customer
complaint
~ Customer visits... ...a prerequisite for the job. The job
also r...
Business Relationship Manager - Leading Financial Institution (Mumbai)
Empower High-Net-Worth Individuals to Achieve Their Financial Goals
We are seeking a driven and results-oriented individual to join our team as a Business Relationship Man...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management... ...officer. Requirements : Graduate with Exp...
Role/Job Title : Relationship Manager-First Wealth
Function/ Department:
Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium...
...for managing client relationships and driving sales. Job Requirements: - 5-6 years of experience in wealth management, preferably from Banks, fintech agencies, or any similar or related sector. - Degree in Finance, ...
AUM Capital , a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a
VP/AVP/Chief Manager/Sr. Manager – Wealth
, to its rapidly growing Wealth Management business.
AUM is...
Core domain expertise have Sound knowledge of Wealth
1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
2. Regular meetings with...
