Wealth Investment Manager

Role Relationship Manager Wealth ( Chennai )Experience 59 YearsMode WFO 5.5 daysLocation ChennaiJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep...

Role Senior Relationship Manager Wealth (Chennai)Experience10 YearsMode WFO 5.5 daysLocation Chennai Job PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep...

Position **:HNI Relationship Managers** **Location: Chennai** **Roles and Responsibilities**: - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. - Managing client relationships and generating AUM from preferred clients. - Advising Affluent clients on their Investments and managing...

Role Relationship ManagerWealth ( Chennai)Experience 59YearsMode WFO5.5daysLocationChennaiJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of...

Role Relationship ManagerWealth ( Chennai)Experience 59YearsMode WFO5.5daysLocationChennaiJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of...

Role Relationship ManagerWealth ( Chennai) Experience 59Years Mode WFO5.5days Location Chennai JobPurpose The purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding...

Role Senior RelationshipManager Wealth(Chennai)Experience10YearsMode WFO5.5daysLocationChennaiJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding...

Role Senior RelationshipManager Wealth(Chennai)Experience10YearsMode WFO5.5daysLocationChennaiJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding...

Role Senior RelationshipManager Wealth(Chennai) Experience10Years Mode WFO5.5days LocationChennai JobPurpose The purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...

Job Title: Wealth ManagerLocation: Bengaluru, Chennai, HyderabadAbout the Client:Our client, a leading player in the financial services industry, is seeking a highly skilled and experienced Wealth Managers with expertise in HNI and institutional client management to join their team.This role focuses on managing relationships with High-Net-Worth Individuals...

Role Cluster Head(Sales)Experience48 YearsModeWFO 5daysLocationChennaiResponsibilities:Keyrole is to build AUM for the firm. He is also responsible forcreating and monitoring a team/individual business plans definingsales goals and ensuring that procedures and policies are adheredto.The roleincludes:To Build Assets UnderManagement (AUM) through various...

Job Title: Wealth Manager Location: Bengaluru Chennai Hyderabad About the Client: Our client a leading player in the financial services industry is seeking a highly skilled and experienced Wealth Managers with expertise in HNI and institutional client management to join their team. This role focuses on managing relationships with HighNetWorth...

JobTitle: Wealth ManagerLocation: Bengaluru ChennaiHyderabad About theClient: Our client a leading player inthe financial services industry is seeking a highly skilled andexperienced Wealth Managers withexpertise in HNI and institutional client management to join theirteam. This role focuses on managingrelationships with HighNetWorth Individuals (HNIs)...

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.3. Ensure quality of sourcing by acquiring Potential Clients.4. Acquiring and managing both business, individual...

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.3. Ensure quality of sourcing by acquiring Potential Clients.4. Acquiring and managing both business, individual...

ResponsibilitiesSupport the company’s distribution initiatives and build relationships with key IFA’s and key distributors.Increase market share & visibility amongst select key distributors and IFA’s and manage new customer and distributors empanelment.Joint calls with distributor RM or operation team and assist them in documentation.Channelize key...

ResponsibilitiesSupport the company’s distribution initiatives and build relationships with key IFA’s and key distributors.Increase market share & visibility amongst select key distributors and IFA’s and manage new customer and distributors empanelment.Joint calls with distributor RM or operation team and assist them in documentation.Channelize key...

Role Sr. RM(Sales)Experience710 YearsModeWFO 5daysLocationChennaiResponsibilities:Keyrole is to build AUM for the firm. He is also responsible forcreating and monitoring a team/individual business plans definingsales goals and ensuring that procedures and policies are adheredto.The roleincludes:To Build Assets UnderManagement (AUM) through various...

Job Overview:Assetplus is seeking talented Investment Associateto join our team and play a pivotal role in enhancing client support and driving business enablement.Key Responsibilities :Data Analysis:Analyze and interpret complex data to provide actionable insights.Prepare insightful reports, presentations, and investment recommendationsPresent complex ideas...

Job Overview: Assetplus is seeking talented Investment Associateto join our team and play a pivotal role in enhancing client support and driving business enablement. Key Responsibilities : Data Analysis: Analyze and interpret complex data to provide actionable insights. Prepare insightful reports, presentations, and investment recommendations Present complex...