Wealth Relationship Manager jobs in Bangalore Urban

About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...

Project Description: We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...

Designation- Manager/ Sr Manager- Wealth Management Job Profile: - Develop and provide solutions to the client’s basis their requirements - Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles - Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM - Initiate portfolio review of the existing...

Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the - importance of the Wealth Advisory funnel and size - • Identify fitment of Wealth Advisory products matching the client’s investing goals - • Interact with potential customers with the emphasis on high quality -...

The Preferred 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 relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their...

ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services KEY RESPONSIBILITIES - Identify opportunities to expand the client base through referrals, networking, and prospecting to...

Key Responsibilities: - Client Engagement: Build and maintain strong relationships with clients, understanding their emotional and practical needs, and guiding them through the process. - Market Analysis: Stay updated on the real estate market trends and competition in Bangalore, providing insights and strategies to stay ahead in the industry. - Sales Strategy: - Coordinate with the office...

ROLE PURPOSE & OBJECTIVE - The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. - Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. - Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction...

Job Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to meet and exceed sales targets while...

Allegis Global Solutions is founded on a culture that is passionate about transforming the way the world acquires talent by delivering client-focused solutions that make a difference for businesses worldwide. From refining how you manage your contingent workforce to strengthening your employer brand to recruit top talent, our integrated talent solutions drive the business results you need. As an...

Role/ Job Title: Relationship Manager – Commercial Banking Function/ Department: Commercial Banking Job Purpose: Own end‑to‑end acquisition and relationship management of mid‑corporate clients to deliver sustainable revenue and book growth across assets and liabilities, with a strong focus on new‑to‑bank (NTB) acquisition and activation and on cross‑sell of transaction banking products e.g.,...

Our Hiring Philosophy: “Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” Role and Responsibilities: - Customer Management: Manage end-to-end customer interaction including understanding customer need and profile, conduct in-depth tour of the assigned residential property, explain investment rationale and follow-up till sale...

Job Title: Relationship Manager-PCG-Advisory Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi Key Responsibilities: - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide our research advisory to the clients based on the client profile to generate income and build MTF book - Promote and cross-sell third-party investment products,...

Entity : Kotak Mahindra Asset Management Co. Ltd. Job Role : Relationship Manager - Sales Location : Pan- India (Mumbai, Bangalore , Delhi) Job Role - Meeting the UHNI / Family Office Clients & developing Trust & relationship. - Customer interactive role (B2C role) with Portfolio Management experience. - Portfolio/Investment Engineers, who can help in designing portfolios. - Advice and...

We are seeking a talented individual to join our Marsh Multinational team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Bengaluru. Senior Relationship Manager / Assistant Vice President / Vice President - Marsh Multinational We will count you to: - Identify client needs and develop action plan for servicing them - Responsible for new business generation. - Build and...

Relationship Officer/Manager – National Distribution & Connector Network Location: Pan India CTC: ₹2,50,000 - 3,50,000 per annum Education: Graduation in any stream. Experience: Minimum1 year in HFC loan products or sales Roles and Responsibilities Affordable Home Loan Business Development Actively acquire customers for affordable home loan solutions through daily meetings, lead...

Role: Relationship Manager | Property Advisor (*Real Estate Experience Mandatory) Company : Chandragiri Properties Location : Bangalore, Karnataka Employment Type : Full-Time | On-site About Chandragiri Properties: Chandragiri Properties is a 7 year old Bengaluru-based real estate development company focused on plotted communities, villa neighbourhoods, and township-scale projects. With a...

Job Responsibilities - Drive sales revenue, develop new business and engage local and regional clients; - Develop and execute strategic business plan to maximize business development opportunities, increase market share and create value-added solutions & services for clients; - To manage client needs, project planning & implementation, day-to-day operational matters and any emergency service...

We are hiring for #Private #Client #Group - #Relationship Manager Role: #PCG - #Relationship #Manager Location: #Bangalore Experience: Minimum 5+ years in Broking, wealth, handling #HNI and #UHNI clients Qualification: Graduate / PG / MBA #Role & #Responsibilities: • Acquire high value relationships into #HNI & #UHNI clients (#Equity). • Managing large trader clients/big ticket size client...

Job Title: Relationship Manager-PCG-Sales Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi Role Summary: You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for...