Wealth Relationship Manager
7 days ago
As a seasoned professional, you will be responsible for managing the banking and investments relationship of clients. This role requires strong communication skills to build trust and foster long-term relationships.
Key Responsibilities:- Develop and manage customer relationships by providing exceptional service that exceeds client expectations.
- Identify opportunities to grow business and expand existing relationships with additional revenue potential.
- Meet sales targets across various products, including investments, liabilities, retail assets, business banking, forex, and cards.
- Proactively promote the full range of consumer and commercial products to current and potential high-net-worth individual (HNI) and non-resident Indian (NRI) relationships.
- Drive higher product and channel penetration to deepen mapped relationships and increase wallet share with our partners.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Able to work in a fast-paced environment and prioritize multiple tasks.
- Results-driven with a proven track record of meeting sales targets.
- Knowledge of financial products and services.
As a valued member of our team, you can expect a competitive salary, comprehensive benefits package, and opportunities for career growth and development.
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Wealth Manager
2 weeks ago
Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...
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Wealth Relationship Manager
2 weeks ago
Delhi, Delhi, India Indusind Bank Full timeJob DescriptionDETAILED RESPONSIBILITIES-- To work in synergy with the cross functional teams to generate wallet share across Wealth & Liability products- To cross sell wealth & liability products to the bank's premium Asset clients.- Generate new business to achieve defined sales targets- Build and deepen relationships with existing Wealth Customers to...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India InCred Premier Full time ₹ 15,00,000 - ₹ 28,00,000 per yearCompany DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide...
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Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...
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Wealth Management Lead
2 weeks ago
Delhi, Delhi, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000Lead Wealth Manager PositionThis role involves leading our wealth management efforts, building and managing client relationships, identifying business opportunities, and developing tailored investment plans.Key Responsibilities:Develop and implement comprehensive investment and financial plans across asset classes to drive growth and retentionProactively...
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Wealth Product Specialist
2 weeks ago
Delhi, Delhi, India SMC Private Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India AGI Full timeAbout Us We are a fast-growing Alternative Investment Fund (AIF) firm, focused on delivering differentiated investment strategies to sophisticated investors. As a startup AIF, we are building a high-performance team passionate about wealth creation, innovation, and long-term relationships. Role Overview We are seeking a dynamic Relationship Manager /...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India AGI Full timeAbout UsWe are a fast-growing Alternative Investment Fund (AIF) firm, focused on delivering differentiated investment strategies to sophisticated investors. As a startup AIF, we are building a high-performance team passionate about wealth creation, innovation, and long-term relationships.Role OverviewWe are seeking a dynamic Relationship Manager / Wealth...
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Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...
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Manager Wealth Management
5 days ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm...
