59 Job openings found

Description:   The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...

  Handle end-to-end recruitment for BFSI positions across Banking, NBFC, Insurance, Broking, and Financial Services sectors Source candidates through job portals, LinkedIn, references, and database hiring Screen, shortlist, and schedule candidates for interviews Coordinate with clients and candidates throughout the hiring process Understand client requirements and close positions within timelines Maintain recruitment MIS, candidate database, and ...

  Lead and manage Wealth Management business for the assigned cluster/region Drive revenue generation through acquisition of HNI/UHNI clients Manage and mentor Relationship Managers / Wealth Managers for target achievement Build strong client relationships and provide investment advisory solutions Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products Monitor business performance, productivity, ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

  Manage the overall operations and performance of the branch. Drive sales of Banking products such as CASA, Fixed Deposits, Loans, Insurance, and Investment products. Achieve branch business targets for liabilities, assets, and third-party products. Lead, mentor, and monitor branch staff to improve productivity and service quality. Ensure high levels of customer satisfaction and relationship ...

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions. Drive AUM, revenue, and profitability targets ...

Identify, approach, and onboard cement plants, paper mills, and industrial units as AFR/RDF customers Negotiate pricing, volume commitments, and supply agreements with industrial buyers Manage the complete sales cycle from lead generation to invoice collection Coordinate with plant teams to ensure timely dispatch and quality compliance of RDF/SRF material Monitor market trends, competitor pricing, ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...

Drive Insurance Sales through various business and distribution channels. Build and maintain strong relationships with HNI and retail clients. Provide advisory solutions across Life, Health, and General Insurance. Cross-sell and up-sell insurance products to existing wealth and broking clients. Achieve monthly, quarterly, and annual business targets. Act as a trusted advisor by understanding client financial ...