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

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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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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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Jobs by Related Category

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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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

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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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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Relationship Manager

Spotenroll Job

  • 1 - 4 yrs
  • 3.3 Lac/Yr
  • Delhi
Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Walk in
Relationship Manager DM (Reliance)Specific Responsibilities: Represents Reliance life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion are updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.
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Relationship Manager

Shares Bazar

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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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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