
Wealth Manager
3 days ago
Hi,We are hiringPosition - Wealth Manager for Clients Company - Registered investment advisory companyLocation - Chennai , Hyderabad, Bangalore , DelhiSalary - 5lpa - 10 lpaJob Role Channel Partner DSA/Channel/Advisors AcquisitionDriving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family OfficesResponsible for business development through alliancesDevise appropriate marketing and promotional strategies that lead to deliver better ROISet-up a team of relationship managers for acquisition of IFAs, sub-brokersRequired Talent-3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.Pleasing and positive attitudeShould be a self-starter, proactive & target oriented.Relationship building skillsHave handled Minimum 50lpa,portfolio of 1 clientsCandidates with an existing AUM size of 20cr and a network among HNIs will have an advantage.Regards,Neha Khandelwalneha.k@ipsgroup.co.in
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Service Relationship Manager
3 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Service Relationship Manager
2 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...
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Wealth Manager
2 days ago
tamil nadu, India Integrated Personnel Services Limited Full timeHi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices...
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Senior Vice President of Wealth Management
3 days ago
tamil nadu, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...
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Wealth Relationship Manager
3 days ago
tamil nadu, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in ChennaiThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Wealth Relationship Manager
2 days ago
tamil nadu, India Wise Finserv Full timeRole Description This is a full-time on-site role for a Wealth Relationship Manager located in Chennai The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage....
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Service Relationship Manager
2 days ago
Chennai, Tamil Nadu, India, Tamil Nadu 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Senior Vice President of Wealth Management
2 days ago
Chennai, Tamil Nadu, India, Tamil Nadu Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...
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Wealth Relationship Manager
15 hours ago
Chennai, Tamil Nadu, India, Tamil Nadu Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in ChennaiThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage....
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Account Executive
7 hours ago
Chennai, Tamil Nadu, India Prakala Wealth Pvt Ltd Full time**Job Title: Accountant** **Location**: R.A. Puram, Chennai **Experience**: 1 to 2 years **Joining**: Immediate Joiner **Company Overview**: Founded in 2006, **Prakala Wealth** is an AMFI Registered Mutual Fund Distributor and Wealth Service Provider. Previously known as Prakala Wealth Management Private Limited, we specialize in a wide range of financial...