Array ( [0] => relationship-manager-wealth [1] => delhi-ncr ) Relationship Manager Wealth Jobs in Delhi NCR,Relationship Manager Wealth Job Vacancies in Delhi NCR
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Relationship Manager Wealth Job Vacancies in Delhi NCR

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Relationship Manager Wealth - Full Time

Trustline

  • 1 - 7 yrs
  • 4.3 Lac/Yr
  • Noida Sector 3
Equity Sales HNI Acquisition HNI Sales Client Relationship Field Sales Life Insurance
Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.
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First Wealth Relationship Manager

Boyen Haddin

  • 2 - 8 yrs
  • 11.0 Lac/Yr
  • Noida
Sales Casa Sales Wealth Products HNI Client Handling Relationship Manager Relationship Manager Wealth Banking Sales
We are looking for 31 First Wealth Relationship Manager Posts in Noida, with deep knowledge in Sales, casa sales, wealth products, HNI Client Handling, Relationship Manager, Relationship Manager Wealth, Banking Sales and Required Educational Qualification is : B.A, B.Com, Other Bachelor Degree
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Relationship Manager Wealth - Noida

Boyen Haddin

  • 4 - 10 yrs
  • 10.0 Lac/Yr
  • Noida
HNI Client Handling Casa Retail Liabilities Sales Wealth Manager Relationship Manager Wealth HNI Sales HNI Acquisition
Position: Relationship Manager First WealthLocation: NoidaAge Limit: Up to 32 yearsIntrested candidate can directly share cv on 9270077453Role Summary:As an RM First Wealth, you will manage and grow a portfolio of HNI clients by offering tailored wealth management solutions across investment and banking products.Key Responsibilities:Build and maintain strong relationships with HNI clientsOffer investment advisory: Mutual Funds, Bonds, Insurance, PMS, AIFsDrive revenue through portfolio deepening and cross-sellingProvide end-to-end wealth management solutionsEnsure service excellence and regulatory complianceEligibility:Graduate/PostgraduateMinimum 3 years of experience in wealth/priority banking
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Branch Manager / AVP

BS2 Hire (Path of Career Solution)

Broking Private Equity Share Market HNI Investment Wealth Team Handling Team Management Branch Handling Heading Branch B2C B2B Managing Team Relationship Management HNI Clients
Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.
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Hiring For Wealth Advisory Manager

JOB24by7 Recruitment Consultancy Services

Wealth Advisor Wealth Advisory Manager Financial Problem Solving Client Relationship Time Management MS Excel Communication
Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST
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Relationship Manager Wealth Management (Female Candidates Preferred)

Premier Penny Ventures Pvt Ltd

Mutual Funds Equity Analyst Terminal Operator Derivatives Trader Relationship Manager Wealth Management Wealth Advisor Wealth Manager
Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market
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Relationship Manager (stock Market - Sector 28,Gurugram)

Capital Placement Services

  • 2 - 7 yrs
  • 3.3 Lac/Yr
  • Gurgaon
Brokerage Share Market Wealth Manager
Responsibilities:Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services.Stay updated with market knowledge and trends to provide informed guidance to clients.Ensure compliance with all relevant regulations, policies, and risk management practices.Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients.Conduct client meetings and presentations as necessary.Going to meet the clients if necessary.Qualifications:Bachelor's degree in any field (finance, economics, or related disciplines preferred).Excellent communication and interpersonal skills to effectively interact with clients.Proficient in using relevant software and tools for portfolio analysis and client relationship management.Strong understanding of financial markets, investment products, and regulatory requirements.Ability to work in a team and collaborate with other departments or functions as needed.
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Opening For Relationship Manager Wealth Management

Pb Financial Services Imf Pvt Ltd

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Delhi
Customer Relationship Financial Services General Insurance Finance Manager Risk Assessment Insurance Advisor
Wealth & Risk Management by calling existing Clients..On boarding new clients..Corporate PresentationMeeting Clients..Selling Mutual Funds and Insurance
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Regional Manager

Vr Health Science

  • 1 - 5 yrs
  • 7.0 Lac/Yr
  • Mayapuri Delhi
I Interpersonal Skills Communication Skills Relationship Manager Wealth Management Regional Service Manager
communication skillshardworkingteam managementinternational business interaction skills
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 8.5 Lac/Yr
  • Connaught Place Delhi
Financial Portfolio Planner Financial Planner
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Looking For Financial Advisory (Senior)

Big Bee Consultant

Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor
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
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
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.
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Relationship Manager Wealth Management

AUM Capital Market

Marketing HNI Sales Wealth Management
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.
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Relationship Manager Wealth Management

NIIT LTD

Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management HNI Sales Walk in
Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.
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Relationship Manager

HDFC Life Insurance

  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Gurgaon
Sales Wealth Management Financial Advisory
We are looking for 10 Relationship Manager Posts in Gurgaon, Haryana with deep knowledge in Sales,Wealth Management,Financial Advisory and Required Educational Qualification is : Other Bachelor Degree
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Relationship Manager

Bajaj Capital

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
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
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Wealth Manager

Bajaj Capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.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 articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch 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 market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products 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, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of 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 information clearly 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 strong logical and numer
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Relationship Manager

Bajaj Capital

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Customer Relationship
Role: Wealth Manager / Sr Wealth ManagerJob Description: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 leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients
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Relationship Manager

Saggio insurance marketing Pvt Ltd

  • 0 - 5 yrs
  • 6.0 Lac/Yr
  • Moti Nagar Delhi
Sales Corporate Banking Wealth Management Financial Advisory Investment Advisory Client Relationship Management Customer Relationship Manager
Your profile has been shortlisted for Relationship manager profile.**Fixed Salary.****Huge Incentive.****Defined growth path.****Professional and friendly work environment.**-Fresher and experienced both can apply (Salary Negotiable for Experienced candidate).-Excellent communication skills.-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax RD, FD, GST and PPF.-Carry CV-Wear Formal Dress.-Location: Moti Nagar, west delhi-Interview Timings: 11 am-4 Pm on 18-Oct-21 to 23-Oct-21Call HR to Schedule your interview
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Business Development Manager

India Realty

  • 3 - 9 yrs
  • 7.5 Lac/Yr
  • Gurgaon
Corporate Sales Business Development Key Account Management Lead Generation Client Relationship Management Marketing Management Sales Insurance Advisor Insurance Sales Banking Wealth Management Marketing Manager Sales Manager Business Development Manager
PositionsGM, AGM, Sr Manager, Manager, Direct Sales Executives, Broker Sales, Alternate Sales Channel and a lot more.Responsible for generating net sales and new revenue, within existing relationships and new clients, by leveraging the broad suite of product offerings to our relevant customer segments.Development and implementation of Major Account / Sales strategy with identification of opportunities and winning opportunities with eye on increasing market share and maximizing customer retention.Provide feedback and market requirements to strategic business units to drive product innovation and improved market competitiveness.Overall responsibility for Sales/Account Management/Sales targets to maximize revenue and meet corporate objectives.Develop strategies and tactics to maximize growth opportunities and continually strengthen market share and revenue achievement.Develop and maintain market intelligence and an understanding of market trends and client business needs.Desired Skills Polished verbal and written communication style. Ability to confidently build a strong rapport with customers and internal stakeholders,Comfortable in interacting with and presenting to executives and senior leadership.Lead and develop the organization with regard to competence, professionalism and streamlined processes Expand the customer base and acquire profitable BusinessResponsible for key account relationship with key customers in the region.Excellent presentation and documenting skillsA team worker with good interpersonal skillsAbility to work under pressure and to make decisions under UN-predictable situation and think outside the box to make it simplerKey Competencies:Result DrivenCustomer ChampionCaptivator Good written & Verbal communication skills.Role Model Develops self & Team, promotes good work ethics & professionalism
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Connaught Place Delhi
Sales Client Acquisition Wealth Manager Portfolio Manager Stock Broker Stock Dealer Financial Planning
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Connaught Place Delhi
Sales Client Acquisition Wealth Manager Portfolio Manager Stock Broker Stock Dealer
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Hiring For General Manager Sales & Marketing

JOB24by7 Recruitment Consultancy Services

Deputy General Manager Sales Marketing Manager Commercials Residential Sales Marketing Sales Strategy Sales Target Team Leader Relationship Manager Wealth Management Real Estate Sales Real Estate Marketing Real Estate Construction
Should have the industry experience of 5 to 10 years and should have good leadership quality. To head the Sales & Marketing operations of all location. we can consider industries like banking, wealth management, luxury car sales, insurance etc.Responsibilities and Duties:shall have hands-on experience in Marketing and Sales strategies.- Responsible for Direct Sales, Channel Sales & Corporate tie-up activities for commercial project- Develop and execute plans for Direct & Channel Sales activities. Forecast market needs;- Identify key segments and develop a Market positioning plan to target key segments- Analyze Responses VS Sales of campaigns and accordingly modify the sales plans.- Generating new business opportunity for organizationQualifications: PGDM / MBAProfessional Qualifications: MBA in Sales & MarketingSpecific skills: good communication skill, good interpersonal skills
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CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,Ahmedabad

Capital Placement Services

CRM BDM Financial Products Customer Relationship Executive Customer Handling Client Relationship Walk in
CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,AhmedabadFinancial Markets product knowledgeFinancial Analysis and risk management knowledgeCommunication and presentation skillsClient relationship management skills, ability to manage and prioritize multiple tasks and projects within afast-paced environmentBusiness understanding of client business models with acumen on new client acquisitionsSales skills with excellent negotiation, presentation and client acquisition skillsUnderstanding of recent technologies in Financial Markets & Business .Deal closure and execution skillsStrong cross - cultural awareness and interpersonal skillsHigh degree of integrity, ethical conduct, and professionalismBachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plussatish kohli
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