Wealth Relationship Manager

2 weeks ago


India IntelliInvest Full time
IntelliInvest provides a comprehensive suite of investment strategies tailored to optimize clients' wealth. Leveraging advanced technology and data analytics, IntelliInvest caters to a wide range of clients, from individual investors to institutions. Key offerings include model portfolios for different risk profiles, AI-driven portfolio insights, proprietary market indicators, and automated investment solutions. IntelliInvest's approach combines deep market expertise with technology to empower clients with robust, data-backed strategies for long-term wealth creation.

This is a full-time hybrid role for a Wealth Manager/Relationship Manager located in Gurugram, with some work from home acceptable. The Wealth Manager/Relationship Manager will be responsible for developing and managing client relationships, providing tailored financial advice, creating and overseeing investment strategies, and ensuring clients meet their financial objectives. The role includes performing market analysis, financial planning, and offering continuous support to clients.

Financial Planning, Finance, and Insurance skills

Investment Management and Investments skills

Experience in the financial services or investment industry is advantageous

Bachelor's degree in Finance, Economics, Business, or a related field

Relevant certifications such as CFP, CFA, or similar are a plus

  • India beBeeWealth Full time

    Job Title: Wealth Management ProfessionalWe are seeking an experienced wealth management professional to join our team. The ideal candidate will have a strong background in managing client relationships, financial planning, and investment strategies.Key Responsibilities:Manage client relationships to improve the value of existing customersBuild and maintain...


  • India Aptita Full time

    Position AVP VP Sales Relationship Management Locations Hiring For Gujarat Market East Market Kolkata North Zone Punjab Haryana Chandigarh Experience 8 20 years depending on location CTC Range 18 35 LPA Qualification Graduate Postgraduate Role Overview We are seeking experienced Sales Relationship Managers to lead regional sales...


  • India beBeeAffluent Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Opportunities in Wealth ManagementWe are seeking a seasoned professional with expertise in portfolio management and relationship building to join our organization.Responsibilities:Develop and manage high-value investment portfolios for affluent clients.Identify and cultivate new business opportunities for liabilities growth.Enhance client satisfaction by...

  • Wealth Manager

    3 weeks ago


    India Zetheta Algorithms Private Limited Full time

    About the Company Ze Theta Algorithms Private Limited is a Fin Tech start-up which has been recently set up and is developing innovative AI tools.About the Role We are seeking a talented and motivated student intern for Wealth Manager role.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis...

  • Wealth Manager

    4 weeks ago


    India Zetheta Algorithms Private Limited Full time

    About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...


  • India Alphabet Investment Full time

    - We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for...


  • India Tekpillar Full time

    We Are Hiring - Relationship Manager HNI Sales Location Chennai Bangalore Hyderabad CTC Up to - 15 LPA Lucrative Incentives BenefitsIndustry Wealth Management Broking Financial AdvisoryKey Responsibilities - Acquire and manage a portfolio of High Net Worth HNI clients with investable assets of - 25 Lakhs and above- Understand client goals...

  • Relationship Manager

    3 weeks ago


    India V-Konnect Associates Full time

    Achieve Banks objective in terms of earnings assets liabilities credit quality etc as per agreed budgets targets from client relationship across all product groups Relationship Management- Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and...

  • Relationship Manager

    2 weeks ago


    India Hirva HR Solutions Full time

    Designation Relationship manager Job details - Lead will be provided- Managing the Banking Product sales via designated Branch- Maintain good relationships with customers- Providing pre- and post-sales support- Meeting sales targets For more information kindly contact HR Vivek 9023862949 ref updazz com

  • Relationship Manager

    2 weeks ago


    India TATA CAPITAL Full time

    11091 Core Responsibilities Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships o Retain and expand the company s base of customers for home loan and LAP channel so as to ensure repeat business or...