Location: Koramangala,BangaloreDepartment: Wealth/EquityKey Responsibilities:Key Roles / Responsibilities- Plan the day’s work with emphasis on leads to be contacted basis the- importance of the Wealth Advisory funnel and size- • Identify fitment of Wealth Advisory products matching the client’s investing goals- • Interact with potential customers with the emphasis on high quality- lead...
Project Description: We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...
About the CompanyWho are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and financial...
Designation- Manager/ Sr Manager- Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate portfolio review of the existing investors in a...
Who We AreAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.How will you fulfill your potential- Work...
The Preferred Relationship Manager 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) He would be expected to establish strong ties with them by designing & implementing their...
ROLE SUMMARY (PURPOSE)The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory servicesKEY RESPONSIBILITIES- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet...
Relationship Officer/Manager – National Distribution & Connector NetworkLocation: Pan IndiaCTC: ₹2,50,000 - 3,50,000 per annumEducation: Graduation in any stream.Experience: Minimum1 year in HFC loan products or salesRoles and Responsibilities Affordable Home Loan Business Development Actively acquire customers for affordable home loan solutions through dailymeetings, lead nurturing, and...
*Opportunity Open at multiple locations-Chennai, Bangalore & DelhiEssential Experience:- 7+ Years of experience in wholesale, managing mid sized corporates- Experience in deal originationKey Responsibilities:•Primary focus is on sourcing new opportunities.•Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the platform•...
Job Responsibilities- Drive sales revenue, develop new business and engage local and regional clients;- Develop and execute strategic business plan to maximize business development opportunities, increase market share and create value-added solutions & services for clients;- To manage client needs, project planning & implementation, day-to-day operational matters and any emergency service...
Job Summary:We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to meet and exceed sales targets while...
Job Title: Relationship Manager-PCG-AdvisoryLocation: Chennai, Bangalore, Hyderabad, Kolkata, & DelhiKey Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide our research advisory to the clients based on the client profile to generate income and build MTF bookPromote and cross-sell third-party investment products, including...
Role/ Job Title: Relationship Manager – Commercial BankingFunction/ Department: Commercial BankingJob Purpose:Own end‑to‑end acquisition and relationship management of mid‑corporate clients to deliver sustainable revenue and book growth across assets and liabilities, with a strong focus on new‑to‑bank (NTB) acquisition and activation and on cross‑sell of transaction banking products e.g., Cash...
About SmartQSmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience.In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...
ROLE PURPOSE & OBJECTIVEThe Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction...
Entity : Kotak Mahindra Asset Management Co. Ltd.Job Role : Relationship Manager - SalesLocation : Pan- India (Mumbai, Bangalore , Delhi)Job Role- Meeting the UHNI / Family Office Clients & developing Trust & relationship.- Customer interactive role (B2C role) with Portfolio Management experience.- Portfolio/Investment Engineers, who can help in designing portfolios.- Advice and suggesting...
We are seeking a talented individual to join our Marsh Multinational team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Bengaluru.Senior Relationship Manager / Assistant Vice President / Vice President - Marsh MultinationalWe will count you to:- Identify client needs and develop action plan for servicing them- Responsible for new business generation.- Build and maintain...
About the TeamThe Personal Loans team at Navi helps customers access quick, paperless, and fully digital personal loans - in a simple, fast, and transparent way.The Sales Relationship team focuses on helping customers complete their disbursal journey through assistance and guided support.About the RoleStep into the front line of Navis digital lending experience. Youll be the voice that turns a...
We are hiring for #Private #Client #Group - #Relationship ManagerRole: #PCG - #Relationship #ManagerLocation: #BangaloreExperience: Minimum 5+ years in Broking, wealth, handling #HNI and #UHNI clientsQualification: Graduate / PG / MBA#Role & #Responsibilities:• Acquire high value relationships into #HNI & #UHNI clients (#Equity).• Managing large trader clients/big ticket size client acquisition.•...
Job Title: Relationship Manager-PCG-SalesLocation: Chennai, Hyderabad, Bengaluru, Kolkata, DelhiRole Summary:You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for experienced...