Sr Investment Relationship Manager
2 weeks ago
Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold. Develop strong relationships with clients through a consultative approach and customized investment strategies. Ensure consistent client engagement and portfolio reviews to strengthen wallet share. Understand clients' financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions. Offer a full suite of banking and investment products — including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life/General Insurance. Liaise with product and research teams to deliver superior advisory outcomes. Achieve acquisition, AUM, and revenue targets across investment and banking products. Drive fee-based income through advisory and transaction-led business. Maintain a healthy client mix and portfolio diversification. Ensure adherence to all internal policies, regulatory, and compliance guidelines. Maintain high ethical standards and client confidentiality at all times. Complete KYC and due diligence requirements as per bank norms. Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery. Support cross-functional initiatives for enhancing the private banking franchise.
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Sr Investment Relationship Manager
2 weeks ago
Chennai, India Waytogo Consultants Full timeIdentify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized investment strategies.Ensure consistent client engagement and portfolio reviews to strengthen wallet share.Understand clients’ financial goals, risk appetite, and...
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Sr Investment Relationship Manager
2 weeks ago
Chennai, India Waytogo Consultants Full time- Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.- Develop strong relationships with clients through a consultative approach and customized investment strategies.- Ensure consistent client engagement and portfolio reviews to strengthen wallet share.- Understand clients’ financial goals, risk appetite,...
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Chennai, India Bajaj Capital Ltd Full timeJOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Delhi/NCR ( Noida, Gurugram & Gaziyabad) Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most...
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Sr Investment Relationship Manager
2 weeks ago
Chennai, India Waytogo Consultants Full timeJob Description - Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold. - Develop strong relationships with clients through a consultative approach and customized investment strategies. - Ensure consistent client engagement and portfolio reviews to strengthen wallet share. - Understand clients financial...
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Sr Investment Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu Waytogo Consultants Full timeIdentify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized investment strategies.Ensure consistent client engagement and portfolio reviews to strengthen wallet share.Understand clients’ financial goals, risk appetite, and...
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Senior Relationship Manager
1 week ago
Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Sr. Relationship Manager - Wealth Management & Mutual FundsLocation: ChennaiDepartment: Wealth Management & Mutual FundsExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure...
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Senior Relationship Manager/Wealth Management
2 weeks ago
Bengaluru, Chennai, Noida, India Mepa2z Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Sr. Relationship Manager - Wealth ManagementLocation: Noida, Chennai, BengaluruDepartment: Wealth ManagementExperience: 5-10 yearsRole Overview:As a Sr. Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients...
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Relationship Manager
1 week ago
Chennai, Tamil Nadu, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of...
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Sr Relationship Manager
1 week ago
chennai, India Waytogo Consultants Full time- Identify and acquire new corporate clients for Current Accounts, Trade, and Forex business.- Drive acquisition of high-value Current Account customers through sales and referrals.- Generate revenue through FX, Trade Finance, Treasury, and other transaction banking products.- Work closely with product and credit teams to structure solutions tailored to...
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Relationship Manager
2 weeks ago
Chennai, India SkillLabs Full timeJod Description Achieve revenue targets Acquire new accounts per annum with a minimum margin per account. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs . Perform regular portfolio reviews to ensure client...
