Wealth Manager

1 day ago

tamil nadu, India Integrated Personnel Services Limited Full time

Hi, 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 Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required 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 attitude Should be a self-starter, proactive & target oriented. Relationship building skills Have handled Minimum 50lpa,portfolio of 1 clients Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage. Regards, Neha Khandelwal

  • Service Relationship Manager

    3 days ago

    tamil nadu, India 360 ONE Wealth Full time

    Job 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...

  • Service Relationship Manager

    1 day ago

    tamil nadu, India 360 ONE Wealth Full time

    Job 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...

  • Wealth Manager

    3 days ago

    tamil nadu, India Integrated Personnel Services Limited Full time

    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...

  • Senior Vice President of Wealth Management

    3 days ago

    tamil nadu, India Banking and NBFC job Full time

    Very 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...

  • Wealth Relationship Manager

    3 days ago

    tamil nadu, India Wise Finserv Full time

    Role 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...

  • Wealth Relationship Manager

    1 day ago

    tamil nadu, India Wise Finserv Full time

    Role 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....

  • Service Relationship Manager

    2 days ago

    Chennai, Tamil Nadu, India, Tamil Nadu 360 ONE Wealth Full time

    Job 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...

  • Senior Vice President of Wealth Management

    2 days ago

    Chennai, Tamil Nadu, India, Tamil Nadu Banking and NBFC job Full time

    Very 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...

  • Wealth Relationship Manager

    13 hours ago

    Chennai, Tamil Nadu, India, Tamil Nadu Wise Finserv Full time

    Role 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....

  • Account Executive

    5 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...