Talent.com
SVP / VP / AVP / Relationship Managers

SVP / VP / AVP / Relationship Managers

ConfidentialDelhi, Jaipur, Vadodara
30+ days ago
Job description
  • Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
  • Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.
  • Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Should apply deep market understanding & Advance strategies to increase book size & revenue.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
  • meetings, con calls.
  • Coordinate with Third Party Product Manufacturers, and all the stake holders.

    • Skills Required

    Financial Analysis, Client Relationship, Strategic Planning, Risk Management, Portfolio Management, Market Research

    Create a job alert for this search

    Relationship Manager • Delhi, Jaipur, Vadodara

    Related jobs
    • Promoted
    Investor Relations Associate

    Investor Relations Associate

    TalentojAnand, IN
    Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge. Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 4 days ago
    • Promoted
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    ComfNet Solutions GmbHNadiad, IN
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 4 days ago
    • Promoted
    Plant HR & IR Head

    Plant HR & IR Head

    National Engineering Industries Ltd. (NBC Bearings)Savli, Gujarat, India
    To drive Plant HR & IR plans & strategies and HR Policies & Initiatives including Employee Engagement, Productivity and High Performance while maintaining Harmonious Industrial Relations and Legal ...Show moreLast updated: 4 days ago
    • Promoted
    SVP / VP / AVP / Relationship Managers - PCG

    SVP / VP / AVP / Relationship Managers - PCG

    ConfidentialVadodara
    The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs. Achieve the Revenue Target through Broking / Trading (viz.Cross s...Show moreLast updated: 30+ days ago
    • Promoted
    VP / AVP / Relationship Manager - PCG

    VP / AVP / Relationship Manager - PCG

    ConfidentialVadodara
    VP / AVP / Relationship Managers- PCG (Private Client Group).The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.Achi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    360 ONE WealthVadodara, Gujarat, India
    An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 4 days ago
    • Promoted
    Vice President - Business Development & Operations

    Vice President - Business Development & Operations

    Naman StaffingAnand, IN
    Job Title : VP – Business Operations (MUST have experience into Underground Mining Equipment Domain).Business Development & Operations. The role focuses on building strong.Lead the mining division wi...Show moreLast updated: 25 days ago
    • Promoted
    Associate Director - Advanced Analytics

    Associate Director - Advanced Analytics

    KMK Consulting Inc.Nadiad, IN
    KMK is a global data analytics and technology consulting company empowering leaders across the Life Sciences industries to make better data-driven decisions. Our data analytics and software platform...Show moreLast updated: 30+ days ago
    • Promoted
    Global Expansion Manager (Sales)

    Global Expansion Manager (Sales)

    TopSourceNadiad, IN
    The Global Solutions Consultant plays a critical role in advising organizations on their international expansion strategies, leveraging our comprehensive suite of services, including.Global Employe...Show moreLast updated: 4 days ago
    • Promoted
    SVP / VP / AVP / Relationship Managers - PCG

    SVP / VP / AVP / Relationship Managers - PCG

    ConfidentialVadodara
    SVP / VP / AVP / Relationship Managers- PCG (Private Client Group), Equity Broking & Investments.The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client ...Show moreLast updated: 30+ days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, 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 moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCNadiad, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    VP - UHNI Engagement

    VP - UHNI Engagement

    ATRIOS ConsultingNadiad, IN
    We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 4 days ago
    • Promoted
    Employee Relations (ER) Shift Lead

    Employee Relations (ER) Shift Lead

    Tata ElectronicsNadiad, IN
    Tata Electronics is a prominent global player in the electronics manufacturing industry, with fast-emerging capabilities in Electronics Manufacturing Services, Semiconductor Assembly and Test, Semi...Show moreLast updated: 3 days ago
    • Promoted
    SVP / VP / AVP / Relationship Manager-Private Banker / Wealth Management

    SVP / VP / AVP / Relationship Manager-Private Banker / Wealth Management

    ConfidentialVadodara, Mumbai, Delhi
    Acquiring, Deepening and Retaining HNI UHNI clients.Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.Networking and...Show moreLast updated: 30+ days ago
    • Promoted
    VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

    VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

    ConfidentialDelhi, Vadodara
    Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from t...Show moreLast updated: 30+ days ago
    • Promoted
    VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    ConfidentialVadodara, Indore
    Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodity.Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchise...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundNadiad, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago