Sr Investment Relationship Manager
5 hours ago
- Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.
- Develop strong relationships with clients through a consultative approach and customized investment strategies.
- Ensure consistent client engagement and portfolio reviews to strengthen wallet share.
- Understand clients’ financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions.
- Offer a full suite of banking and investment products — including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life/General Insurance.
- Liaise with product and research teams to deliver superior advisory outcomes.
- Achieve acquisition, AUM, and revenue targets across investment and banking products.
- Drive fee-based income through advisory and transaction-led business.
- Maintain a healthy client mix and portfolio diversification.
- Ensure adherence to all internal policies, regulatory, and compliance guidelines.
- Maintain high ethical standards and client confidentiality at all times.
- Complete KYC and due diligence requirements as per bank norms.
- Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery.
- Support cross-functional initiatives for enhancing the private banking franchise.
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Relationship Manager
5 hours ago
Coimbatore, Tamil Nadu, India, Tamil Nadu SR Jungle Resort Full timeSR Jungle Resort is expanding our corporate and community outreach initiatives. We are seeking a driven and relationship-focused professional who can represent our resort and build strong connections with corporate groups, associations, and communities to increase bookings and brand presence.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Investment Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearWe're Hiring: Investment Relationship ManagerLocations:AcrossTamil Nadu(Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tirunelveli | Vellore | Thanjavur | Tuticorin | Dindigul | Nagercoil)Experience:1+ YearQualification:Graduation (NISM 5 preferred)About the RoleAs anInvestment Relationship Manager, you'll be responsible for helping clients...
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Sr. Relationship Manager/Wealth Management
3 days ago
Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...
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Relationship Manager
4 hours ago
Chennai, Tamil Nadu, India, Tamil Nadu Axis Bank Limited Full timeThe Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...
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Sales Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India ce047deb-c687-465f-b328-330fb3db5ef6 Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionCAFS group is a conglomerate among India's top leading private sector headquartered in Chennai, India. The company was originally formed as an investment consulting firm by young masterminds to deliver the right mix of investments to individuals. CAFS is the flagship company of financial individuals with rich experience in investments,...
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Sr. Relationship Manager
3 days ago
Chennai, Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time ₹ 3,18,000 - ₹ 10,78,399 per yearJob Title: Relationship ManagerLocation: ChennaiCompany: Shree Consultants – Wealth Management & Investment AdvisoryAbout the CompanyShree Consultants is a leading wealth management and financial product distribution firm in South India, established in 2004. We specialize in personalized financial planning, investment advisory, and digital-enabled client...
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Relationship Manager
4 hours ago
Chennai, Tamil Nadu, India, Tamil Nadu Piramal Finance Full time*Opportunity Open at multiple locations-Chennai, Bangalore, Mumbai, DelhiEssential Experience:7+ Years of experience in wholesale, managing mid sized corporatesExperience in deal originationKey Responsibilities:•Primary focus is on sourcing new opportunities.•Originate and coverage of corporate relationships with an objective of creating value credit...
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Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...
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Relationship Manager
1 week ago
Chennai, Tamil Nadu, India DUVEE TECHNOLOGIES PVT LTD Full time ₹ 3,00,000 - ₹ 6,00,000 per yearJob Summary:The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions...
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Financial Crime Operations Manager/Sr. Manager
5 hours ago
Chennai, Tamil Nadu, India, Tamil Nadu HCLTech Full timeWe are hiring for a Financial Crime Operations Manager/Sr. Manager role. Please find the below Key tasks and responsibilities for the same:Financial Crime Operations - Manager/Sr. ManagerEnd to end financial crime backend Operations, stakeholder management, Team & delivery management.Understanding of Anti- Money Laundering related requirement including EU/UK...