Wealth Manager

18 hours ago

Udaipur Cochin Kochi Ernakulam Pune, India Quick Turtle Full time

Job Description 1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

  • Private Wealth Manager

    4 days ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...

  • Wealth Manager

    1 week ago

    Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...

  • Relationship Manager Wealth Insurance Jobs Opening in Ink wealth at Baner, PuneLess

    1 week ago

    Pune, India Ink wealth Full time

    We’re Hiring – Relationship Manager (Wealth & Insurance) Key Responsibilities: Develop and maintain long-term relationships with clients for wealth and insurance products. Identify customer needs and recommend suitable investment and insurance plans. Achieve sales and business targets through lead generation and client referrals. Ensure timely servicing...

  • Relationship Manager

    4 days ago

    Pune, Maharashtra, India ink wealth Full time

    Founded on a legacy of excellence ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals managing portfolios valued at over 1 million The Role Role Overview We are looking for a dynamic...

  • ▷ [24/10/2025] Wealth Manager

    18 hours ago

    Chennai, Kolkata, Cochin / Kochi / Ernakulam, India Quick Turtle Full time

    Job Description Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to...

  • Private Wealth

    3 days ago

    Udaipur, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    3 days ago

    udaipur, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    2 days ago

    Udaipur, India Whatjobs IN C2 Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    3 days ago

    Udaipur, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Team Lead- Wealth Management

    3 days ago

    Cochin, Kerala, India THE TRINITY FINVEST Full time ₹ 35,00,000 - ₹ 42,00,000 per year

    Who can Apply?MBA/ M.Com /Engineering or graduates with Experience in Wealth Management/ Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Wealth ManagementExperience:MBA/ M. Com/ Engineering ,Graduates with 3-5 Years of experience in the relevent Field with a keen interest to learn and develop their...