Senior Wealth Manager/Relationship Manager

4 weeks ago

Anywhere in IndiaMultiple LocationsKolkataBangaloreHyderabadChennai iimjobs Full time

We are hiring for Sr. Wealth Manager position for our client in Bangalore, Kolkata, Chennai, Hyderabad.

Our client is in Wealth, is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA.vThe company is part of the Group, which has growing businesses across Retail lending,

Wealth Management, Asset Management, Investment Banking and Institutional Equities Research & Broking and Wholesale Debt Market. At present Wealth is operating out of India, Dubai, London and Singapore. We are growing our footprint aggressively and hence looking for private wealth experts to be a part of this growth story.

Job Role:

1. Serve as a trusted financial consultant to high-net-worth individuals or families

2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

3. Develop and maintain client relationships by engaging with the resources of other parts of the organization and provide tailor-made personalized financial services

3. Build a comprehensive strategy that considers all aspects of the client's finances, create financial plans and portfolios that encompass asset allocation, investments, estates, and taxes, with the aim of increasing overall wealth

4. Monitor clients investment portfolio on a regular basis to review performance thereby deepening into their wallet share

5. Cultivate client relationships by giving regular updates, presenting plans, addressing inquiries, and ensuring that proposed solutions align with the client's major financial goals

6. Acquire and build new HNI client relationships thereby building onto your own AUM and achieving sales targets

7. Adhere to all policies, framework designed and achieve Wealth's overall objectives thereby achieving your personal goals

Job Requirements:

1. Financial Acumen, analytical thinking with an aptitude for relationship management

2. Strong persuasive and interpersonal skills

3. Excellent verbal and written communication skills

What we offer?

1. A platform to work like an entrepreneur by using best in-class investment strategies

2. A platform to achieve your personal financial goals and build your career successfully.

  • Senior Relationship Manager – Private Banking

    14 hours ago

    india IME Capital Full time

    About us IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

  • Relationship Manager

    13 hours ago

    india GOODWILL WEALTH MANAGEMENT PVT LTD Full time

    Company DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...

  • Wealth Manager

    5 days ago

    india Tech Mahindra Full time

    Job Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...

  • Relationship Management

    3 weeks ago

    kolkata, India Paradise Placement Consultancy Full time

    Job Description: The Relationship Manager-Wealth 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...

  • Wealth Manager

    3 days ago

    Chennai, India Tech Mahindra Full time

    Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

  • Wealth Manager

    4 days ago

    Chennai, India Tech Mahindra Full time

    Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

  • Wealth Manager

    4 weeks ago

    bangalore, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster ManagerWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad,...

  • Wealth Manager

    4 weeks ago

    hyderabad, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster ManagerLocation: HyderabadWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business,...

  • Wealth Manager

    4 weeks ago

    Chennai, India GA Capital Management Private Limited Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster ManagerWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad,...

  • Wealth Manager

    4 weeks ago

    Chennai, India GA Capital Management Private Limited Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster ManagerWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad,...

  • Wealth Manager

    4 weeks ago

    Hyderabad, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Location: Hyderabad Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business,...

  • Wealth Manager

    4 weeks ago

    Hyderabad, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Location: Hyderabad Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business,...

  • Wealth Manager

    4 weeks ago

    Hyderabad, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Location: Hyderabad Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business,...

  • Relationship Manager

    3 weeks ago

    Kolkata, India EngageMyTalent HR Solutions LLP. Full time

    Job DescriptionThe Relationship Manager-Wealth 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 relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...

  • Relationship Manager

    3 weeks ago

    Kolkata, India EngageMyTalent HR Solutions LLP. Full time

    The Relationship Manager-Wealth 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 relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties with them by...

  • Senior Relationship Manager

    7 days ago

    bangalore, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Sr Relationship ManagerLocation - BangaloreExperience Range - 12 - 17 yearMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsAbout the client:Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate clients, and institutional...

  • Relationship Manager

    3 weeks ago

    Mumbai/Bangalore/Pune/Hyderabad/Delhi NCR/Kolkata, India iimjobs Full time

    Job Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

  • Senior Relationship Manager

    1 week ago

    bangalore, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Sr Relationship Manager Location - Bangalore Experience Range - 12 - 17 year Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients About the client: Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate clients, and...

  • Wealth Manager

    14 hours ago

    india ALPHA SQUARE ACADEMY Full time

    Company Description Alpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products. Role Description This is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...

  • Wealth Manager

    3 weeks ago

    Kolkata, India Kotak Securities Full time

    Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...