Relationship Manager Wealth Job Vacancies in Bangalore

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

Position Name : Senior Wealth Manager / Senior Relationship ManagerDeal Criteria:Location :Bangalore - Onsite (only male candidates ) ,For Mumbai - Hybrid ( can consider female candidates as well )Notice Period: Immediate to 15 days, 30 days(Max.) (More than that Profiles will not considered)Must Have Skills:Overall Experience: 5+years ( can consider 4 years exp )Experience in Relationship management: 5 yearsExperience in wealth management : 5 yearsExperience in mutual funds / insurance in banks: 4 yearsCandidate can speak Bangalore native languageInterview Process : 2 Rounds1. Screening call2. Final interview with CEO

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Responsible for business development through acquisition of high net-worth clients (client acquisition).Analysing the market movements and keeping the clients updated on the same.Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements.Advising clients on stock market related issues.Suggesting the scrip to the client for trading and ensuring maximum profits to the clients as well as to the company.Maintain client relationship and provide the best service.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers

Day shift (9am-6pm) Monday - Friday Job Description Assist the company in acquiring new customersCross-sell and up-sell to existing customersSupport the customer in the stock and commodity marketsMaintaining a cordial relationship with the customerSkills Required: Strong communication in English ( mandatory) and any other mother languageCreative talents:In-depth knowledge of the industry and its current eventsThe ability to handle pressure and meet targetsAttention to detailNote: Work from Office

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads