27 Job openings found

DescriptionPrincipal 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 ...

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 ...

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 designing ...

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 ...

Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Pan India Job Purpose: This is a leadership role where 8-12 Private Banking RM's are mapped to them and this person is expected to help these RM's meet their AUM, TRV and Revenue Goals by mentoring, coaching, doing joint client meetings. They are also ...

Executive business plan for the wealth management segment. Drive continuous improvement of the sales process constantly making them more customer friendly & efficient. Higher & train associates with a focus on offering multi products. Drive & monitor sales through the team. Motivating the team through regular frontline contacts. A front role as ...

Job Title: Private Banking Advisor – Branch Banking Location – Mumbai   Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture ...

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 ...

JOB SUMMARY Define key responsibilities to reflect the duties and responsibilities of this role. Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...

JOB SUMMARY Define key responsibilities to reflect the duties and responsibilities of this role. Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...