
Wealth Manager
1 day ago
Role: Relationship Manager - Wealth
Location: #Chennai #Tamilnadu
Responsibilities
- Acquire & manage HNI clients, ensuring seamless service delivery.
- Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.
- Manage & analyze client portfolios for performance and profitability.
- Drive cross-selling, deepen relationships, and enhance share of wallet.
- Support marketing plans and acquisition initiatives in corporate/HNI space.
Qualifications
- MBA / PGDBA / PGPM or equivalent
- AMFI / NISM certified (mandatory), IRDA (preferred)
Salary :: Up to 15 LPA + Incentives ( Depend on Interview )
Skills
- Wealth Management & Financial Markets Knowledge
- Client Acquisition & Relationship Management
- Portfolio Analysis & Management
- Business Development & Cross-Selling
Interested candidates can share their resume at +91 84888 33693 | shraddha@tekpillar.com
-
Wealth Manager
3 days ago
Chennai, Tamil Nadu, India 360 A complete Business Solutions Full time ₹ 3,00,000 - ₹ 6,00,000 per yearWealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 1–4 Years (Flexible depending on candidate profile)Gender Preference: Female Candidates Only (as part of diversity hiring initiative)About 360acbs:360acbs is a trusted name in the financial services industry,...
-
Wealth Manager
3 days ago
Chennai, Tamil Nadu, India PROFITMART Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...
-
Private Wealth Managers
3 days ago
Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per yearWe're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...
-
Wealth Manager
4 days ago
Chennai, Tamil Nadu, India TekPillar® Full timeRole: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...
-
Wealth Management Opportunity
7 hours ago
Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000Job DescriptionWe are seeking a talented and motivated individual to join our team as an Investment Portfolio Manager. This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.This internship is designed to provide practical exposure to wealth management simulation. As a Wealth...
-
Wealth Management Specialist
13 hours ago
Chennai, Tamil Nadu, India beBeeRisk Full time ₹ 30,00,000 - ₹ 50,00,000Job DescriptionWe are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for managing high net worth individual client relationships. Your primary goal is to understand their financial situations, goals, risk appetite, and lifestyle needs to provide personalized wealth management solutions.Key...
-
Senior Wealth Manager
3 days ago
Chennai, Tamil Nadu, India NJ Macson Full time ₹ 1,50,00,000 - ₹ 2,00,00,000 per yearCompany Overview – NJ MacsonNJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are...
-
Operations Leader
5 days ago
Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 1,04,000 - ₹ 1,30,878Leadership Role in Global Wealth ManagementThis leadership position is focused on spearheading global wealth management operations with an emphasis on brokerage and fiduciary services. The successful candidate will be responsible for leading teams to redefine operating models, drive front office strategies, and enhance client engagement.Managing the...
-
Wealth Manager
3 days ago
Chennai, Tamil Nadu, India Integrated Personnel Services Full time ₹ 1,04,000 - ₹ 1,30,878 per yearProfile- Wealth managementLocation-ChennaiSalary - 12 LPAExperience -3 to 7 yearsJob DescriptionDriving sales through channels such as IFAs(Independent
-
Senior Wealth Management Specialist
1 week ago
Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,15,40,000Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...