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, and...

  • 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...