JOB RESPONSIBILITIES:-bull;Pro actively develop and building financial planning solutions to meet client need and growing long term client relationship. bull;Optimize customer potential and embraces one on one in supporting cross channel working by d ...
Managing the High Net Worth customers of the Bank Handling Portfolio of HNI Customers. *Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. *Profiling Customers and provide fin ...
? Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.? Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth. ...
bull; Overall responsibility of all PMS Operations related activitiesCo-ordination with Sales Team, Compliance, Fund Management and other Departments for pre and post launch of Structured and Unstructured Discretionary or Non-Discretionary Debt, Equ ...
JD of RM- Preferred amp; Priority Responsibilitiesbull; An Priority Relationship Manager handles a group of High Net Worth/ UHNWClientsbull; Profiling Customers and provide financial products to meet customer needsbull; Deepen the relationship by Cr ...
Acquisition of HNIUHNIs for Wealth Advisory services.Nurturing business relationships with existing clients ...
Credit ManagementHousekeeping, Responsible for the growth of the portfolio,Achievement of Relationship Manager targets, Business Performance, Portfolio Management, Enhancing engagement of High Net Worth customers ...
Enhance and manage theHNIPremier Customers Cross sell of Insurance, Mutual Funds, Investment Services account. Help the Branches in Promotional and Lead generation activity . Managing / Servicing existing client relationships and bring in ...
bull; Shall have to lead a small team of professional in customer acquisition and marketing relating to PMS amp; Wealth Advisory. ...
* Sources new NRI bank customers through external individual efforts and acquisition channel.* Cross sells bank products to existing set of Branch NRIcustomers which are mapped.* Portfolio Management ...
* Around 3-4 years sales experience in PMS segment of a broker/ bank or Mutual fund ...
-To focus on current account value enhancement and asset deals disbursement and achieve budgeted nos in the same. - Acquire new SME Customer and servicing the existing customer base requirements and deepening the existing relationships ...
End to end financial solutions to for HNW ClientManaging portfolio asset allocation across asset classes, debt, equity, venture/private equity fundsstructured products, lifenon life insuranceHNW Client acquisition ...
If your current package is above 15 lacsyou are presently in Private wealth domain, your book size is above 35 crore and want to move one step forward pl. apply. ...
Oslash;High Market Share ndash; Creating top of the mind recall in the minds of the ND is another important challenge in this role.Oslash;Training amp; Updation ndash; To update the NDrsquo;s is a challenge in itself. Market dynamics keep changing o ...
bull;Portfolio Analysts will be given a portfolio to manage bull;To independently work out his plan to convert each individual account, generate revenue on it and keep control on the costs involved in the activity. bull;Based on negotiations, decide ...
Advisory part with due diligence of Financial Products, Financial Planning, portfolio recommendation.Regular market update on various products to Wealth Managers to empower them.Create and Implement Investment Strategy month on month for the team. ...
1. Client Acquisition - HNI/PMS2. Networking3. Sales4. Client Servicing5. Portfolio AdvisoryClients with min. 1 yr of experience in Portfolio Management only apply. ...
- Selling of Mutual funds, Liabilities products , Third Party Products , Servicing Clients. - Maintaining Relationship with HNI/HNW Clients. Introducing New clients to the Bank. - Maintain own sales performance statistics for management information ...
*Enhance and manage the HNI Customers*Cross sell of family accounts,PIS, E-Broking,Home Loans etc*Cross sell of Insurance, Mutual Funds, Investment Services account.*Handle a portfolio of clients *Managing / Servicing existing client relationships a ...
The recruit would drive Health insurance and key responsibilities are: Retail product design, pricing, getting the appropriate product-channel combination to sell the right plan and managing the feedback loop with customer and channels Underwriting ...
Job Title: Traderbull; Must be able to independently handle the trading desk as dealer / arbitrator in Indian (NSE, BSE, MCX) and international markets (NYSE, HkEx, ASX). bull; Must have prior experience with executing high volume trades for in ...
? Wealth Management for ultra HNIrsquo;s for Private Wealth Niche Market Analysis/ Wealth products research for effective penetration amp; Marketing. Writing Business proposals. ? Framing strategies/activities towards Business Development amp; exten ...
One of the worlds largest and most prestigious Private Banks with offices around the globe are looking to add to their existing teams in Singapore, Dubai amp; Hong Kong. The company provides a tailored personal service and bases their reputation on ...
Managing client relationship Utilized thorough Knowledge of Investment Products, including stocks, bonds, mutual funds amp; annuities to promote the development of managed portfolios for clients Wealth Management Understanding the financial goals of ...
Current Account Portfolio Relationship Manager shall be responsible for the portfolio health of base customers. (Servicing existing Current Account customer of the bankPortfolioRelationship Manager shall monitor the portfolio in terms ...
Primary responsibility is to bring fresh Asset; Liability and Trade business, both by new acquisition as well as by cross ndash; sell; by focusing on non - fund asset products like LC, BG, LCBD etc. Core Products to be offered are: LC / BG, LCBD, Ca ...
Oslash; Develops new and expands existing High Net worth Customer relationships for liabilities. Oslash; Ensures high levels of customer service orientation and application of bank policy. Oslash; Cross sells existing bank products to customers. Osl ...
Handle HNINRI clients in KenyaDubai and help them make investments in Indian funds, realestate fund and PMS. Place of posting Dubai, Kenya, salary range from 6000 USD till 10,000 USD. Should have present book of NRI customers at this location. ...
Value enhancement from the portfolio of customers assigned Higher customer wallet share of float, through higher activation and focus on business need products. Ensure overall value enhancement from the portfolio of customers handled by you. Respons ...
This is a relationship management role towards wealth management products consisting of mutual funds,investments, structured products, insurance,job consisting of providing investment solutions to the clents, dealing with the to niche clients a ...
Ensures a prespecified growth in business every year through business development activitiescustomer acquisition.Ensures quality of work through frequent monitoring of work outputsutilisation of resources.Regular updates for all wealth managmen ...
Product Design basically covers analysis of requirement, business benefits, market study, regulatory position, examination of legal framework, risk analysis, system constraints, System support, Cost vis-a-vis benefits (financial as well as non finan ...
PMS (portfolio management), customer net worth more than 50 L to 1 Cr, Sales oriented, Managing Branch Sales for Equity Broking and Distribution of Third Party products basket, good range of product basket,Wealth Management Businessrevenue generat ...
* Will be responsible for HNI client acquisition, equity advisoryand dealing. * Achieve Business Objectives of sales numbers, revenue and product mix. * Improve business generation from new and existing clients * Cement existing relationships, devel ...
-Excellent Analytical and problem solving skills.-Ths position will be directly responsible for generating profits for the company.-2 yr exp. committing capital, must excel at risk management and be the primary force behind the trading strategy. ...
Acquisition of New Clients, assessing their requirement on working capital, term, Pre and Post Shipment financing and liability management for clients as well managing their Supply Chain Relationships. Credit Appraisal amp; Recommendation with initi ...
To provide Financial Planning support to Client Acquisition team according to the client need for cross and up selling products (Life insurance, General insurance, Mutual Fund, Fixed Deposit). ...
To acquire, develop and strengthen customer relationships through effective relationship management in accordance with business goals. Manage and develop relationships with new and existing affluent customers through professional consultative financ ...
Client Acquisition - HNI/PMSNetworkingSalesClient ServicingPortfolio Advisory. Plz mail your CVs with subject line as "BO - RM - PMS" ...
Understand in detail clients investment needscreate a long term Asset Allocation plan.Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds .Advise clients with the assistance of in-house.PMS. ...
Looking for wealth managers at different level to help establish the company as a premium financial planning company in India.They provide financial solution to help clients plan their financial objective. ...
Asset Allocation: Decide (along with the RM) all the asset allocation needs of customers. Allocation between different asset classes amp; subclasses. Decisions on products (If required by the RM). Provide inputs to customers investment profiler to u ...
The role of Financial Analyst at Benzcom Consulting (P) Ltd. is involves Analysis/Research, Marketing, Trading, Client sourcing and team handling.The job provides unmatched oppurtunities for incentives and career growth ...
Understand in detail clients investment needs amp; create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds Advise clients with the assistance of in-house experts ...
*Acquisition of HNI clients for Wealth Advisory services*Nurturing business relationships with existing clients-Send in your CV to consultant7@valconusa.com / resume@valconusa.com ...
