Hni/ Uhni/ Wealth Relationship Manager
7 days ago
Looking for all 4 Metros cities Mumbai Delhi Chennai Kolkata Ahmedabad Chandigarh Pune Hyderabd Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs Work closely with internal product specialists investment advisors insurance experts etc to deliver comprehensive financial solutions Proactively identify new business opportunities through referrals networking and cross-selling Stay updated on market trends financial products and regulatory changes to provide up-to-date advice Ensure compliance with regulatory and internal risk management policies Prepare and present periodic performance reports to clients Achieve sales and revenue targets as set by the business
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Senior Wealth Manager
4 days ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other...
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Private Wealth Manager
4 days ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...
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Senior Wealth Manager
2 days ago
Mumbai, Delhi, , India TalentXplore Full time ₹ 20,00,000 - ₹ 50,00,000 per yearRole Overview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net -Worth (HNI) and Ultra High Net -Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products. Key Responsibilities: Client Acquisition: Identify and...
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Relationship Manager
3 weeks ago
Mumbai, India InCred Capital Full timeJob Description InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth...
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Equity Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
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Senior Vice President of Wealth Management
7 days ago
Chennai, India Banking and NBFC job Full timeJob Description Urgent Mandate: VP/SVP Wealth Management with well reputed NBFC Location: Chennai & Bengaluru, Local candidates preferred Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience. Candidates having experience in Operation, analytics, please do not apply...
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Relationship Manager – Wealth Management
2 days ago
Kolkata, West Bengal, , India XpertReach Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout the RoleAs a Wealth Relationship Manager, we are seeking a highly skilled and client -focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high -net -worth and ultra -high -net -worth clients by offering tailored investment solutions across Financial...
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Relationship Manager – Wealth Management
2 days ago
Delhi, , India XpertReach Full time ₹ 12,00,000 - ₹ 30,00,000 per yearAbout the RoleAs a Wealth Relationship Manager, we are seeking a highly skilled and client -focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high -net -worth and ultra -high -net -worth clients by offering tailored investment solutions across Financial...
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India Scripbox Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...
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Senior Vice President of Wealth Management
2 weeks ago
Bengaluru, India Banking and NBFC job Full timeJob Description Very urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque...