I have an immediate opening in a reputed Bank for the position of Relationship Manager Wealth in Bangalore
Min Exp : 6 years of experience in Sales
CTC : Upto 9 LPA
Designation : Relationship Manager Wealth
Location : Bangalore
1. Acquiring new clients like Demat and Trading A/c
2. Dormant client activation
3. Cross Selling Third party products like, LI, MF, Insurance, SIP, Fixed Deposit etc.
4. Promote Focus Product of the month
5. Maintain the brand image of t...
RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, Visakhapatnam, Vizianagaram, Bangalore, Mysore, Kottayam, Kochi, Trivandrum, Chennai
The selected intern(s) will work on following during the internship:
1. Advising clients with regards to their Investment in equity & derivative market, Place orders on their behalf.
2. Building relationships with the client & educating them about ...
Currently We have Urgent Requirement for WPO ((Wealth planning officer)
Position : WPO ((Wealth planning officer)
Location : Bangalore
Experience : Fresher or 1 Year Experience
Job Description :
currently We have Most Urgent Requirements for Deputy Manager - Financial Services Based At Bangalore
position : Deputy Manager - Financial Services
location : Bangalore
should have Minimum 4 - 5 Years Experience from the...
Job Profile:Will be involved into Relationship Building amp; Management with the customer for Sales amp; Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]...
Key Skills : Sales,BD,Marketing,Business Development Executive,Business Development
RS 6,00,000 To 10,00,000 North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients
Acquire preferred clients
Provide financial planning services to all assigned clients
Ensure client meetings as per defined norms
Maintain record of business on internal software
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
Acquires new customers through active referrals from clients in existing portfolio an...
Key Skills : banking,sales,marketing,client relationship manager,business development
RS 3,50,000 To 5,00,000 Ahmedabad, Bangalore, Mumbai, Pune, Chennai
The main task of the incumbent is to strategize, drive and increase wealth business, both top line and revenue
Effectively profile Customers and provide financial products so as to meet customer needs
Develop strategies to increase the client base
Designation: Relationship manager - Alternate Channel(AMC,Mutual Fund)
Experience: Above 5 years experience in Selling of Mutual Fund, Experience in dealing with HNIs/ SME Corporate/ Charitable trust.
Salary: Based upon Exper...
-Candidates having a flair for selling with or without exp.
-Positive attitude and dream to excel in the company can apply.
-Candidates from real estate/insurance/wealth industry/banking are preferred.
1. Help structure various investments and investment vehicles (structure). Help with the review of tax and legal considerations. Manage preparation and review of associated documents
2. Serve as the investment administration point perso...