Current jobs related to Wealth Banking Relationship Manager - India - Waytogo Consultants

  • Nuvama Wealth | Wealth Manager

    3 hours ago

    india Nuvama Wealth Full time

    Company OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    2 months ago

    India Nuvama Wealth Full time

    Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Leading Bank | Wealth Relationship managers

    1 month ago

    india Leading Bank Full time

    Dear Applicants, We are Urgently hiring for Sr wealth Relationship Managers for below locations Mumbai/Chennai/Bangalore/Ahmedabad/Rajkot/Kolkata/Bhubaneshwar/Patna/Guwahati. Kindly share profiles on Job description as below: Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through...

  • Leading Bank | Wealth Relationship managers

    1 month ago

    india Leading Bank Full time

    Dear Applicants,We are Urgently hiring for Sr wealth Relationship Managers for below locationsMumbai/Chennai/Bangalore/Ahmedabad/Rajkot/Kolkata/Bhubaneshwar/Patna/Guwahati.Kindly share profiles on associate2@jobsnavigator.co.inJob description as below:Revenue Generation :- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue...

  • Unique Wealth Strategies | Portfolio Manager – Wealth Management

    1 month ago

    india Unique Wealth Strategies Full time

    Job Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...

  • Unique Wealth Strategies | Portfolio Manager – Wealth Management

    2 weeks ago

    india Unique Wealth Strategies Full time

    Job Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...

  • Portfolio Manager – Wealth Management

    1 month ago

    India Unique Wealth Strategies Full time

    Job Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...

  • Unique Wealth Strategies | Portfolio Manager – Wealth Management | india

    1 month ago

    india Unique Wealth Strategies Full time

    Job Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...

  • Unique Wealth Strategies | Portfolio Manager – Wealth Management | india

    1 month ago

    india Unique Wealth Strategies Full time

    Job Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...

  • AR Digital Wealth | Business Development Manager

    9 hours ago

    india AR Digital Wealth Full time

    Roles & Responsibilities:• Leverage on existing client base as a Bank RM to build a strong B2C business and drive sales of Mutual Funds and Structured Products.• Acquire clients independently and drive sales of Mutual Funds and Structured Products.• Conduct one-on-one meetings to close deals and provide tailored investment solutions.• Strategize and...

  • IDFC FIRST Bank | Relationship Manager

    1 month ago

    india IDFC FIRST Bank Full time

    Job Title - Relationship Manager - First WealthPlace of work - BengaluruBusiness Unit - Retail Banking Function - Branch BankingJob Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross...

  • IndusInd Bank Limited | Relationship Manager

    2 weeks ago

    india IndusInd Bank Limited Full time

    As a Relationship Manager:- Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold ) Detailed Responsibilities :- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

  • Anand Rathi Wealth Limited | Relationship Manager

    2 weeks ago

    india Anand Rathi Wealth Limited Full time

    Wealth Manager - (AVP/ VP) Minimum Qualification: MBA or PGDM in Finance REQUIREMENT: ANAND RATHI is Hiring for premium vertical. Excellent Opportunity for Relationship Manager in Preferred Client Group based at Mysore. Key Job Responsibilities - · To Develop HNI Clients & Manage Client relationships in order to enhance and acquire more ASSET UNDER...

  • AR Digital Wealth | Business Development Manager

    3 weeks ago

    india AR Digital Wealth Full time

    Roles & Responsibilities:• Leverage on existing client base as a Bank RM to build a strong B2C business and drive sales of Mutual Funds and Structured Products.• Acquire clients independently and drive sales of Mutual Funds and Structured Products.• Conduct one-on-one meetings to close deals and provide tailored investment solutions.• Strategize and...

  • AR Digital Wealth | Business Development Manager

    3 weeks ago

    india AR Digital Wealth Full time

    Roles & Responsibilities: • Leverage on existing client base as a Bank RM to build a strong B2C business and drive sales of Mutual Funds and Structured Products. • Acquire clients independently and drive sales of Mutual Funds and Structured Products. • Conduct one-on-one meetings to close deals and provide tailored investment solutions. • Strategize...

  • Nuvama Wealth | Financial Planner

    4 hours ago

    india Nuvama Wealth Full time

    Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The...

  • Senior Wealth Management Professionals

    1 month ago

    India Leading Bank Full time

    Job Opportunity at Leading BankAbout the Role:We are seeking experienced professionals to fill the position of Senior Wealth Management Professionals. This is an exciting opportunity to join our team and contribute to the growth of our wealth management business.Key Responsibilities:Acquire, retain, and deepen portfolio to maximize sales performance and...

  • Relationship Manager

    1 month ago

    India IDFC FIRST Bank Full time

    Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding...

  • Relationship Manager

    1 month ago

    India IDFC FIRST Bank Full time

    Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding...

  • IDFC FIRST Bank | Relationship Manager

    1 month ago

    india IDFC FIRST Bank Full time

    Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer...

Wealth Banking Relationship Manager

1 month ago

India Waytogo Consultants Full time

Company Overview:

Waytogo Consultants is a leading financial services firm dedicated to providing top-notch banking solutions to our clients.

Job Summary:

We are seeking an experienced Wealth Banking Relationship Manager to join our team in business development. This role will be responsible for promoting mutual fund products, up-selling to retail and high net worth individual clients, generating new leads, and achieving sales targets.

About the Role:

As a Wealth Banking Relationship Manager, you will be the primary point of contact for assigned clients, responsible for profiling their needs and providing tailored investment advice and financial plans.

You will also be expected to execute monthly sales plans to acquire high net worth individual and ultra-high net worth individual clients, ensuring regular contact through weekly and monthly calls.

The ideal candidate will have excellent communication skills, a strong understanding of mutual fund products, and the ability to build strong relationships with clients.

Key Responsibilities:

  • To promote all mutual fund product lines
  • To up-sell mutual fund products to retail/HNI clients
  • To generate fresh leads and acquire clients through referrals
  • To achieve sales and revenue targets across product mix
  • To achieve business targets assigned in terms of up-selling mutual fund products
  • To profile customers and provide investment plans and financial advice
  • To ensure highest levels of service to clients/HNI clients
  • To be the primary point of contact for assigned clients

Requirements and Qualifications:

Candidates should possess a strong background in wealth management, excellent communication and relationship-building skills, and a solid understanding of mutual fund products.

A minimum of 2-3 years of experience in a similar role would be advantageous, along with a proven track record of achieving sales targets.

Estimated Salary Range:

$60,000 - $80,000 per annum, depending on experience.

Benefits:

  • Competitive salary package
  • Comprehensive training and support
  • Ongoing professional development opportunities