WEALTH RELATIONSHIP MANAGER

Analah OverviewAnalah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNIs) by providing personalized investment strategies. Position Overview: As a...

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and...

Company DescriptionFUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs,...

Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...

Sales Role OverviewLead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.Achieve sales budgets quarterly & yearly.Design and review portfolios with a focus on IRR, asset allocation, tax efficiency, and long-term goal planning.Cross-sell mutual funds and other investment products...

Sales Role OverviewLead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.Achieve sales budgets quarterly & yearly.Design and review portfolios with a focus on IRR, asset allocation, tax efficiency, and long-term goal planning.Cross-sell mutual funds and other investment products...

Position:- Relationship manager ( Wealth Management )Female candidates only who have career Gap more than 6 Month required.Core Responsibilities :-Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer...

The Relationship Manager-Wealth is the ultimate face of the business as (S)he is going to be the final point of contact with the client(S)He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services(S)He would be expected to establish strong ties with them by...

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Ahmedabad, Vadodara, Surat .Excellent communication skill reqd. Perks and benefitsExcellent Incentives

Role Title:Relationship ManagerRole Purpose:The Relationship Manager will be responsible for building, maintaining, and deepening client relationships, ensuring clients receive personalised wealth management solutions aligned with their financial goals. The role demands strong interpersonal skills, a deep understanding of investment products, and the ability...