Wealth Manager
1 week ago
A wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance guidelines. The role requires strong sales, communication, and client engagement skills. Key responsibilitiesClient relationship management: Drive client servicing and engagement, build AUA, and develop long-term client relationships. Portfolio and risk management: Monitor client positions and portfolio allocations to ensure they align with established risk, compliance, and research guidelines. Sales and business development: Develop short- and long-term sales strategies, generate revenue, and identify new business opportunities through financial solutions and sales processes. Financial advising: Provide expert advice on investments and financial planning, ensuring adherence to advisory guidelines and risk policies to minimize mis-selling. Market analysis: Continuously scan the market for emerging trends, competitor activities, and new business opportunities. Reporting: Ensure the delivery of various MIS reports as required. Required skills and qualificationsExperience: Minimum of 5-12 years of experience, often in the financial services industry.Education: A post-graduate degree or MBA from a reputed institution is preferred.Skills:Excellent communication skills.Strong business awareness and market knowledge.Customer-centric approach.Networking and people connection abilities.Result-orientation.
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Relationship Manager
1 week ago
Coimbatore, Tamil Nadu, India Midfin Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per yearWe are seeking dynamic Relationship Officers with 2 - 3 years of experience in the banking or wealth management industry. who is responsible for building and nurturing client relationships, promoting financial products & contributing revenue growth.CafeteriaOffice cab/shuttleTravel allowanceHealth insuranceSales incentivesProvident fund
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Wealth Relationship Manager
9 hours ago
Chennai, Coimbatore, India Kotak Securities (KSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWill be responsible for selling Equity based investment products to this set of Wealth customer base.Should have effective servicing skills and should be excellent in conflict management. .Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...
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Private Wealth
3 weeks ago
Coimbatore, India ICICIDirect Full timeRole & 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...
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Relationship Manager-Wealth Manager
2 days ago
Chennai, Coimbatore, India Endeavour Consultancy Services And Solutions Full time ₹ 20,00,000 - ₹ 25,00,000 per yearWe are seeking an experienced Relationship Manager / Wealth Manager to manage high-net-worth clients and advise them on Portfolio Management Services (PMS), Mutual Funds, Bonds, and other investment products.
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Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
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Wealth Manager
6 days ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
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Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
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Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
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Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
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Wealth Manager
7 days ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
