Wealth Relationship Manager

Role Overview:The Wealth Relationship Manager will be responsible for building and managing relationships with High Networth Individuals (HNI), Ultra High Networth Individuals (UHNI), and Family Offices. This role focuses on promoting and distributing HDFC AMC's diverse product offerings, including Mutual Funds (MF), Portfolio Management Services (PMS), and...

About our client A leading NBFC Job Title: Head of Wealth Management Location: Chennai Experience: 18+ Position Overview: The Head of Wealth Management will lead and manage the Wealth Management division of the NBFC, driving strategic growth, client acquisition, and relationship management. The ideal candidate should have 18+ years of experience in...

Job DescriptionJob Description:- We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a pivotal role in generating leads, nurturing talent...

Primary Responsibility: Identify, acquire, and build relationships with high-net-worth clients through networking, referrals, and targeted prospecting. Conduct financial needs assessments to understand clients' short-term and long-term investment goals. Develop and execute customized wealth management strategies to meet clients' objectives. Advise clients...

Primary Responsibility:Identify, acquire, and build relationships with high-net-worth clients through networking, referrals, and targeted prospecting.Conduct financial needs assessments to understand clients' short-term and long-term investment goals.Develop and execute customized wealth management strategies to meet clients' objectives.Advise clients on...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Job DescriptionJob RequirementsRole/ Job Title: Lead RMFunction/ Department: Retail LiabilitiesJob PurposeIncumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:- Engagement across products - Liabilities, Retail Assets,...

Job OverviewThe Private Client Group is a high-performance team responsible for managing the wealth of esteemed clients. As a Senior Wealth Management Executive, you will oversee the overall business of the team, driving revenue growth and ensuring exceptional service delivery.Main Responsibilities:Meet revenue targets by developing and executing effective...

**Relationship Manager Overview** A Relationship Manager is responsible for managing existing customers of the bank, as well as growing the customer base by acquiring new clients. The role involves servicing all banking needs of assigned clients, including products offered by the bank and third-party providers. Main Responsibilities: To acquire new clients...

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 SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing 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. Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and...

**About the Role:**The Area Head at Waytogo Consultants is responsible for overseeing the wealth management business in a designated region, leading a team of Relationship Managers, and driving the acquisition of new high-net-worth clients while nurturing existing relationships.This role involves setting business goals, ensuring client satisfaction,...

Relationship Manager is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clientsOverall Job DescriptionTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening...

At Citi Global Wealth, we bring together the full power of our organization to serve clients across the wealth spectrum. Our strategies help clients maintain liquidity while maximizing yields, transacting in foreign currency and across borders, and managing fluctuating expenses or cash flow. With a global network at our disposal, we are uniquely suited to...

Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of HDFC AMC across MF / PMS / AIF.Introduce MF / PMS / AIF solutions from HDFC AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.New client acquisition...

1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of HDFC AMC across MF / PMS / AIF.2. Introduce MF / PMS / AIF solutions from HDFC AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.3. New client...

Role: Relationship Manager – Mutual FundsAssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...

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 SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and...