As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and
As a Relationship Manager-Affluent, you will be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships. Your role is to understand their financial needs, provide expert advice, and offer customized solutions. You
Department Investment Product Team – Kotak Mahindra Bank Location Kotak Infinity Number of Positions 1 Position Grade M3/M4 ( Data Analytics) Job Role: J o b R o l e • Ensure timely & accurate reporting
Investment Product Sales Manager Role Purpose We are looking for experienced Investment Product Sales Managers to drive growth in Assets Under Management (AUM), deepen client relationships, and expand the investment franchise through acquisition and advisory-led engagement
Job Summary Servicing existing and primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sell and achieving allocated portfolio and revenue targets.
Recruiter for this role:Britney Dias Key Responsibilities- Design, develop, and maintain low-code enabled data pipelines for collecting, transforming, and loading data into various data stores and build insightful reports. Build and maintain data warehousing and data
Introduction to the Team Citi Wealth is a global leader in wealth management, dedicated to serving the worlds most affluent individuals and families. Our mission is to provide unparalleled financial guidance, sophisticated products, and exceptional service to
Purpose of the Role Own the design, evolution, and performance of Savings Account propositions across affluent customer segments. Proposition Strategy Develop and evolve savings account propositions for key customer segments. Define product features, benefits, pricing, and positioning.
Job Summary As a Branch Manager, you’ll manage the branch to achieve the team sales target by maximizing new business and referral opportunities and deepening existing customer relationships to the specified service standards for the Priority
Role Overview The Segment Manager for DBS Treasures plays a pivotal role in driving the growth, profitability, and service excellence of the affluent client segment. This position requires a strategic thinker who is adept at managing complex
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
Sales Team Lead – Voyaah About Voyaah Voyaah is a travel-tech startup specialising in leisure travel with offices in Mumbai and Bengaluru. It curates deals for premium stays and plans end-to-end customised vacations & small group
About Stack Wealth Stack Wealth is a Y Combinator-backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We are building a wealth-tech platform that makes sophisticated investing strategies more accessible, transparent, and
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Key Responsibilities Strategy Relationship
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Job Summary Servicing existing
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Job Summary Servicing primarily
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Job Summary The role
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Job Summary Servicing primarily
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Key Responsibilities Strategy Relationship
Specialist - PR & Brand Communications About Ionic Wealth Ionic Wealth (Angel One Group) is a wealth management firm built for Indias HNI and UHNI families. We combine deep advisory expertise with technology to deliver a