Wealth Manager jobs in Mumbai, Maharashtra
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- TATA CapitalMumbai, Maharashtra
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
View similar jobs with this employerTATA CapitalMumbai, Maharashtra- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
- TATA CapitalMumbai, Maharashtra
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
- TATA CapitalMumbai, Maharashtra
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
- TATA CapitalMumbai, Maharashtra
- Establishing relationship with registered users.
- Based on the client’s requirement, recommending mutual funds.
- Resolving any of the client queries.
- TATA CapitalMumbai, Maharashtra
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
- Ventura Securities LtdThane, Maharashtra
- Track equity, debt and hybrid oriented mutual funds.
- Analyze and evaluate mutual fund schemes. .
- Reviewing clients portfolios *Gather information from various…
- Ventura Securities LtdThane, Maharashtra
- Track equity, debt and hybrid oriented mutual funds.
- Analyze and evaluate mutual fund schemes. .
- Reviewing clients portfolios *Gather information from various…
- Financial HospitalAndheri, Mumbai, Maharashtra
- Relationship Managers with prior experience working in a Private bank/wealth management set up is must.(2 years minimum).
- TATA CapitalMumbai, Maharashtra
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
View similar jobs with this employerTATA CapitalMumbai, Maharashtra- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
View similar jobs with this employerEquirusMumbai, Maharashtra- Onboarding, Handling and Managing HNI / Ultra HNI clients.
- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
- TATA CapitalMumbai, Maharashtra
- Establishing relationship with registered users.
- Based on the client’s requirement, recommending mutual funds.
- Resolving any of the client queries.
- Big Bee ConsultantMumbai, Maharashtra
- Responsible for providing accurate analysis for new and existing clients as well as handling all.
- Sales administration including pricing, query handling,…
View similar jobs with this employerKotak SecuritiesMumbai, Maharashtra- As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (…
- BarclaysMumbai, Maharashtra
- To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking…
- View all Barclays jobs - Mumbai, Maharashtra jobs
- Salary Search: Wealth Advisory India salaries
- See popular questions & answers about Barclays
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Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - JM
TATA Capital
·
4.1
Mumbai, Maharashtra
Full-time
Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - JM
Job details
Job type
Full-time
Full job description
11100
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
- Profiling Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
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