Relationship Manager – Wealth Management

Role & responsibilitiesAs a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition...

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profileStrong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM...

Responsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace

Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...

A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key ResponsibilitiesClient Acquisition & Business Growth: Identify, acquire, and...

Total years of Experience: 1 to 2 yearsAbout the Role:We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock...

Role/ Job Title:NRI - Relationship ManagerFunction/ Department:Elite BankerJob PurposeTeam Leadership and ManagementCustomer AcquisitionRelationship ManagementPerformance Monitoring and ReportingCompliance and Risk ManagementTake ownership of driving RMs across Shifts which correspond to global time zones as per business requirement- US/Canada. EURO/UK, ASIA...

The Preferred Relationship Manager-Preferred 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 establish strong ties...

Designation - Account ManagerEducation - Graduation + CACTC Offered - 11.11L (8.5L Fixed)Location - Ahmedabad, GujratAn Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

Company DescriptionUTI Pension Fund Limited (UTI PFL) is one of India's premier Pension Fund Managers, registered under the Pension Fund Regulatory & Development Authority (PFRDA) as part of the National Pension System (NPS). Managing assets under management (AUM) of over ₹3.84 lakh crore as of July 2025, UTI PFL serves Government, Corporate, and Retail...