15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...
1 Opening(s)
4.0 Year(s) To 5.0 Year(s)
25.00 LPA TO 28.00 LPA
One point of contact for all Management Reporting related data flow from all businesses in the company
Preparation of Monthly Management reporting (Monthly business wise financial trackers) with ratio analysis for decision making for top management.
Support businesses with next month financial estimates for presentation to top management & inclusion in their ...
1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
15.00 LPA TO 16.00 LPA
Responsibilities:
One point of contact for all Management Reporting related data flow from all businesses in the company
Preparation of Monthly Management reporting (Monthly business wise financial trackers) with ratio analysis for decision making for top management.
Support businesses with next month financial estimates for presentation to top management & inclusion in their ...
4 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
4 Opening(s)
5.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 14.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
4 Opening(s)
7.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 15.00 LPA
Description:
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide ...
2 Opening(s)
10.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide ...
2 Opening(s)
4.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 12.00 LPA
JOB Description:Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for ...
4 Opening(s)
4.0 Year(s) To 9.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
4 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...