Wealth Relation Managers

2 weeks ago

Bengaluru, India leading Securities Comapany Full time

Dear Applicants,


We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.

Interested candidate preferable for this role.Kindly share your profile on associate2@jobsnavigator.co.in


About the job


Role Description

This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner will be responsible for managing the portfolio of clients, developing customized financial plans, managing investment portfolios, advising clients on strategies to achieve their financial goals, and managing relationships with clients.


Candidates from Broking firm / Securities / Private banking group can apply for same.They should have their own AUM size of 150cr.minimum


Responsibilities


:- Acquiring new clients and investments & maintaining relationships with client. interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries etc.

:- Create plans to address clients business needs

:- Advise clients on creating profitable processes.

:- Schedule regular meetings in view to get new business as per the clients requirements. Ensure with customers as they are fully satisfied.

:- Act as point of contact for complaints and escalate issues as appropriate.

Qualifications

  • Bachelor's degree or higher in Finance, Business Administration, Economics or related fields
  • Minimum of 8 years of relevant experience in financial services, wealth management, or investment advisory services
  • Strong knowledge of financial products and services including mutual funds, stocks, bonds, and insurance products
  • Proven experience in managing and growing client relationships
  • Demonstrated ability to provide sound investment advice based on market and economic trends
  • Excellent communication, negotiation, and customer service skills

Best Regards,


Farheen

Talent Acquisition | JOBSNAVIGATOR

  • Wealth Relation Managers

    2 weeks ago

    Bengaluru, India leading Securities Comapany Full time

    Dear Applicants,We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.Interested candidate preferable for this role.Kindly share your profile on About the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner...

  • Senior Wealth Manager/Wealth Manager

    2 weeks ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Company Overview: Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies.Position Summary: We are...

  • Senior Wealth Manager/Wealth Manager

    2 weeks ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Company Overview: Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies.Position Summary: We are...

  • Wealth Relation Managers

    2 weeks ago

    Bengaluru, India leading Securities Comapany Full time

    Dear Applicants,We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.Interested candidate preferable for this role.Kindly share your profile on associate2@jobsnavigator.co.inAbout the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD...

  • Associate Relationship Manager

    2 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Associate Relationship Manager

    2 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Associate Relationship Manager

    2 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Associate Relationship Manager

    2 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • [High Salary] Associate Relationship Manager

    2 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Wealth Manager

    2 weeks ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • [15h Left] Wealth Relation Managers

    2 weeks ago

    Bengaluru, India leading Securities Comapany Full time

    Dear Applicants,We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.Interested candidate preferable for this role.Kindly share your profile on About the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner...

  • Wealth Manager

    2 weeks ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Wealth Manager

    2 weeks ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Senior Wealth Manager

    7 days ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior wealth manager

    5 days ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning And Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior Wealth Manager

    6 days ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior Wealth Manager

    6 days ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship Manager Location - Bangalore Experience Range - 10-15 years Mandatory Requirement: Client Acquisition Wealth Management About the client: Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances. Job Role and Responsibilities: The RM...

  • Senior Wealth Manager

    6 days ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Strategic Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India 4S Advisory Full time

    About Us4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.About the RoleWe are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong...

  • Wealth Management Professional

    4 weeks ago

    Bengaluru, Karnataka, India Wealthy Full time

    Wealthy - Unlock Your PotentialAs a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.What We OfferA dynamic and supportive...