Sr Investment Relationship Manager
2 weeks ago
Job Description - 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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Sr. Manager
3 days ago
Gurugram, Haryana, India, IN Global Investment Management Firm Full timeSr. Manager / VP – Investment SolutionsLocation: GurgaonExperience: 7+ years | Industry: Financial Services / Asset ManagementAbout the Role:We are hiring a Senior Manager to drive the strategic evolution of our investment solutions across retail and institutional channels. This role leads investment strategy discussions, enhances product offerings, and...
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Sr Investment Relationship Manager
1 week ago
chennai, India Waytogo Consultants Full timeIdentify 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...
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Purnartha Investment Advisors
4 weeks ago
Chennai, India PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED Full timeAsst. Mgr./Mgr./Sr. ManagerJob Role: Wealth Manager Institutional 2 - 8 Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities:- Will be responsible for primarily selling Equity based investment products.- To drive business with Purnartha s institutional partners by engaging with them regularly in a...
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Sr. Relationship Manager/Wealth Management
2 weeks 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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Sr Investment Relationship Manager
1 week ago
Chennai, India Waytogo Consultants Full timeIdentify 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...
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Sr Investment Relationship Manager
1 week ago
Chennai, India Waytogo Consultants Full time- 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,...
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India Bajaj Capital Ltd Full timeJOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It's not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Delhi/NCR ( Noida, Gurugram & Gaziyabad) Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most...
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Sr Investment Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu Waytogo Consultants Full timeIdentify 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...
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Chennai, India Bajaj Capital Ltd Full timeJOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Delhi/NCR ( Noida, Gurugram & Gaziyabad) Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most...
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Relationship Manager
2 weeks 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...
