19 Job openings found

Role Overview We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives. Key Responsibilities - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

Role Overview We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives. Key Responsibilities - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

Role Overview We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives. Key Responsibilities - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

Role Overview We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives. Key Responsibilities - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...

Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs ...

Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs ...

RELATIONSHIP MANAGEMENT- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Have complete knowledge of the ...

RESPONSIBILITIES* Build and deepen Priority Banking customer relationships through effective relationship management Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives. To provide the face of the Bank to the highest net worth customers of the Bank.RELATIONSHIP MANAGEMENT Build and deepen relationships ...