Senior Relationship Manager/ Wealth Management
3 weeks ago
Job Description Core Responsibilities: Engage with the clients regularly and conduct their portfolio reviews. Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections. Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS & other wealth services. Handhold clients throughout their investment journey. Manage their emotionsacross different market cycles and help them avoid behavioral mistakes. Be an ally to clients and help them with all their financial needs/requirements Achieve a higher share of wallet from the clients driven solely by happy client experiences. Acquire new clients through referrals from existing clients, as well as lead generation and prospecting. Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them. Desired Skill sets: Postgraduate with 5-8 years of experience in the financial services domain CFP Certification desirable Thorough knowledge & zeal to learn about financial markets Empathetic & Solution oriented Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc. Open to travel & work in a dynamic environment - Start-ups NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining
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Senior Relationship Manager
1 day ago
Mumbai, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
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Senior Relationship Manager
1 day ago
Mumbai, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
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Senior Relationship Manager
1 day ago
mumbai, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
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Senior Relationship Manager
24 hours ago
Mumbai, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
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Senior Relationship Manager
1 day ago
Mumbai, India ISOLN Wealth Full timeJob Summary: We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach. Key Responsibilities: - Acquire and manage...
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Wealth Manager
4 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Senior Relationship Manager
1 week ago
Mumbai, Maharashtra, India ISOLN Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Summary:We are seeking an experienced and dynamicSenior Relationship Managerto join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
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Nuvama - Wealth Relationship Manager
1 week ago
Mumbai, India Nuvama Wealth and Investment Limited Full timeJob Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...
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Wealth manager
2 weeks ago
Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 4,80,000 per yearLocation: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
