...growing a portfolio of High Net Worth clients. - Your primary focus will be on understanding their financial needs, providing personalized banking solutions, and effectively promoting and selling premium-banking pro...
Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund and
portfolio... ...for investing in Fixed Income and
Mutual Funds.
...
We are looking for a highly motivated Portfolio Relationship Manager in the Branch Banking Department for Indias Leading Bank where RM need to manage a portfolio of HNI Clients and provide a banking products solution.
Job Roles and Responsib...
...that they fall within risk and advisory parameters laid down by Risk, Compliance and Research Teams.
Being an advisor and not a salesperson.
Driving AUM by deepening existing relationships and building new rel...
...We are seeking a passionate and results-oriented Preferred Relationship Manager to join our dynamic Retail Branch Banking team. In this role, you will manage a portfolio of High Net-worth Individ...
...leading domestic private equity fund
Job Description
Analyse Real Estate Investment Opportunities
Assist the Investment Management... ...market or financial products including in a p...
...their risk appetite, and providing them with investment options.
Helping clients achieve their financial dreams by identifying problems, co... ...as laid down by Risk, Compliance and Research...
Ongoing responsibilities of Sales Manager: - Strengthen relationships with existing clients. - Achieve defined Gross, Net Sales and SIPs and Asset targets defined each year. - Monitoring of Sales Metrics - MIS, Talisma, Budgets, Activities, Call Rep...
...Agent or relevant experience
Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
Basic computer knowledge and statistical analysis
Proven ability to work with goals ...
