5 Opening(s)
4.0 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 ...
5 Opening(s)
2.0 Year(s) To 14.0 Year(s)
10.00 LPA TO 20.00 LPA
Job Description:Roles and ResponsibilityStrategy
Sourcing NTB CA – Current Accounts from market & mange portfolio of existing & NTB liability customers with focus on growth in balances, trade and foreign exchange transactions with the objective of providing superior service and deepen relationships.X-sell to liability and asset customers with focus on customers ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
8.00 LPA TO 10.00 LPA
RM – Emerging Corporate
Main Accountabilities
1 Client Acquisition:
Lead efforts to acquire new clients in the Emerging corporate/SME sector, identifying prospects, and converting them into valuable business relationships
2 Client Relationship Management:
Build and maintain strong relationships with corporate clients in the Emerging Corporate/SME segment
Understand clients' financial goals, challenges, and opportunities.
Identify new business ...
3 Opening(s)
3.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Need a Customer Relationship Manager for Andheri Branch, Mumbai.
Anyone with good exp from Wealth, Broking, MF Sales, (Equity).
Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size.
Back Office Activities etc.
Solving Queries, complete Process.
No Insurance candidates, Handling ULIPs portfolio would be ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
Not Disclosed by Recruiter
PMO role ;Creating reportsPresentation MBA from top tier oneEngineering degree is must Md to office Cto officeJira confluence Budget and forecasting exp is must
Job Title: PMO (Project Management Office) Manager
Job Responsibilities:
Project Portfolio Management:
Manage and oversee the organization's project portfolio.
Prioritize projects based on strategic objectives and resource availability.
Ensure alignment of projects ...
4 Opening(s)
4.0 Year(s) To 13.0 Year(s)
16.00 LPA TO 30.00 LPA
1.New Client AcquisitionAcquire new clients, complete financial analysis and submit accurate credit applications to ensure an excellent on-boarding experience; achieve assigned targets and secure profitable business transactions2.Portfolio ManagementOffer existing clients new solutions, enroll clients for alternate channels and value added services to increase transaction volumes and grow the assigned portfolio3.Relationship ...
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 ...
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 ...
1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
1.00 LPA TO 3.50 LPA
Hello!
Greetings From Acura Solutions,
Job Title: Branch Sales Manager - Micro HL & LAP
CTC: Best in the industry
Location: Hyderabad
Job Description:
Responsible for building the team & ensuring its productivity and business.Shall be responsible in developing relationship & business generation.Shall lead a tea of RMs sourcing LAP business from Open Market / ConnectorsShall ...