10 Job openings found

The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

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) ...

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) ...

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 & ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...