Wealth Relationship Manager

3 days ago


Gurugram Delhi Delhi NCR, India V Konnect Full time

Job Description A leadingPrivate Sector Bankis hiring for the position ofWealth Relationship Manager Retail LiabilitiesforDelhi and Gurgaonlocations. Key Responsibilities: - Acquire and manage a portfolio of HNI and affluent clients. - Cross-sell banking products such asCASA,Life Insurance (LI), andMutual Funds. - Provide personalized wealth management solutions based on client profiles and risk appetite. - Ensure high levels of customer satisfaction through proactive service and engagement. - Maintain regular client interactions and conduct portfolio reviews. - Comply with all banking and regulatory guidelines. Candidate Profile: - Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management. - Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products. - Excellent relationship-building, communication, and sales skills.


  • Wealth Manager

    2 weeks ago


    New Delhi, India Nuvama Wealth Full time

    Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

  • Wealth Manager

    6 days ago


    Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Wealth Manager

    3 weeks ago


    New Delhi, India Stack Wealth Full time

    About 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...

  • Wealth Manager

    2 weeks ago


    New Delhi, India Stack Wealth Full time

    About 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...


  • Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

  • Wealth Manager

    4 days ago


    Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

  • Wealth Manager

    4 days ago


    Ahmedabad, Delhi, Mumbai, NCR, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...

  • Wealth Manager

    12 hours ago


    Delhi, NCR, India Moneypalm Wealth Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Services: Equity MF PMS AIF Insurance Distribution Customized Real Estate SolutionsRole- Experienced Wealth Manager to acquire HNI clientsResponsibilities- Identify and acquire new HNI clients through networking, referrals, and other channels

  • Content Writer

    2 weeks ago


    New Delhi, India Nuvama Wealth Full time

    Overview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Content Writer

    2 weeks ago


    New Delhi, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...