Relationship Wealth ManagerConfidential • Mumbai
Relationship Wealth Manager
Confidential • Mumbai
30+ days ago
Job description
Role & responsibilities
- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch / retail customers
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Skills Required
Financial Analysis, Portfolio Management, Risk Assessment, Client Acquisition, investment strategies, Market Research
Create a job alert for this search
Relationship Manager • Mumbai
Related jobs
Systematix Group - Relationship Manager
Systematix Group • Mumbai,Maharashtra, India
About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager - Employee Banking
Standard Chartered Bank • Mumbai, Maharashtra, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Sperton Global AS • Navi Mumbai, Maharashtra, India
Wealth Management / Financial Advisory Services.We are pleased to introduce Sperton Christos Group, a Human Resources Advisory organization with over 30 years of corporate experience.We specialize ...Show more
Last updated: 30+ days ago • Promoted
Priority Relationship Manager - NR
Standard Chartered Bank • Mumbai, Maharashtra, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 30+ days ago • Promoted
Senior Wealth Relationship Manager - Bank
Career Destination • Mumbai, India
JOB DESCRIPTION Job Title : Senior Wealth Relationship Manager Experience : 9+ Years Indus...Show more
Last updated: 9 days ago • Promoted
Wealth Manager
Acme Services Private Limited • Mumbai, Maharashtra, India
Develop and manage client investment portfolios.Conduct financial assessments and recommend suitable products.Monitor market trends and adjust strategies accordingly.
Build and maintain strong clien...Show more
Last updated: 24 days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Mumbai Metropolitan Region, India
The 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 relationshi...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Star Union Dai-ichi Life Insurance Company Limited • Mumbai, Maharashtra, India
The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and dr...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
TP • Mumbai, Maharashtra, India
This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Anand Rathi Global Finance Limited • Mumbai, Maharashtra, India
Primary Job Responsibilities : .Sourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.
Good understanding of various programs like Vanilla income, Low LTV, Banking...Show more
Last updated: 9 days ago • Promoted
Alpha Alternatives - Relationship Manager - Wealth
Alpha Alternatives • Mumbai, India
Company : Alpha Alternatives is a multi-asset class alternatives asset management platform based out of India Singapore & Dubai, with over 20,000 crores of assets ...Show more
Last updated: 27 days ago • Promoted
Wealth Manager (b2b sales)
InCred Value Plus Pvt. Ltd. • Mumbai, Maharashtra, India
InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services.
With a focus on providing a comprehensive suite of financial products...Show more
Last updated: 21 days ago • Promoted
Manager - Wealth Escalations
Standard Chartered Bank • Mumbai, Maharashtra, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 12 days ago • Promoted
Wealth Manager
Banking and NBFC job • Mumbai, Maharashtra, India
Urgent Mandate-Wealth Manager for a MNC Life Insurance Company (Sales role of Life Insurance Products).Location : Andheri, Mumbai (Only local candidates please).
Candidates from Life Insurance sales ...Show more
Last updated: 4 days ago • Promoted
Relationship Manager
upGrad Rekrut • Mumbai, Maharashtra, India
Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
AAA Global • Mumbai, IN
Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
Last updated: 19 days ago • Promoted
Priority Wealth Manager
Standard Chartered Bank • Mumbai, Maharashtra, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 3 days ago • Promoted
Relationship Manager - Business Development - Investment Banking
Rintelo Consulting Private Limited • Mumbai, India
Relationship Manager- Business Development (IB) About Us The client is a fast-growing inv...Show more
Last updated: 30+ days ago • Promoted