Sr Investment Relationship Manager

1 week 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, 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

  • Sr Investment Relationship Manager

    1 week 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, and...

  • Purnartha Investment Advisors

    4 weeks ago

    Chennai, India PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED Full time

    Asst. Mgr./Mgr./Sr. ManagerJob Role: Wealth Manager Institutional 2 - 8 Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities:- Will be responsible for primarily selling Equity based investment products.- To drive business with Purnartha s institutional partners by engaging with them regularly in a...

  • Sr. Relationship Manager/Wealth Management

    2 weeks ago

    Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.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' goals, and...

  • Sr Investment Relationship Manager

    1 week 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,...

  • Urgent Opening- Relationship Manager/ Sr Relationship Manager

    3 weeks ago

    Chennai, India Bajaj Capital Ltd Full time

    JOB 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...

  • Sr Investment Relationship Manager

    2 weeks ago

    Chennai, India Waytogo Consultants Full time

    Job 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...

  • Sr. Relationship Manager

    2 weeks ago

    Chennai, Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time ₹ 3,18,000 - ₹ 10,78,399 per year

    Job Title: Relationship ManagerLocation: ChennaiCompany: Shree Consultants – Wealth Management & Investment AdvisoryAbout the CompanyShree Consultants is a leading wealth management and financial product distribution firm in South India, established in 2004. We specialize in personalized financial planning, investment advisory, and digital-enabled client...

  • Sr Investment Relationship Manager

    2 weeks ago

    Chennai, Tamil Nadu, India, Tamil Nadu 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, and...

  • Senior Relationship Manager

    6 days ago

    Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job 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...

  • Senior Relationship Manager/Wealth Management

    1 week ago

    Bengaluru, Chennai, Noida, India Mepa2z Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job 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...