Sales/am/rm/wealth Rm

1 day ago

Chennai Tamil Nadu, India Venpa Global Technologies Full time

1. Acquisition of new Customers and Increase book size.

2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals - Domestic and NR.

3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.

4. Responsible for catering the investment needs of clients by providing them research based advises.

5. Interfacing all queries of Clients and understanding their investment needs.

6. Manage portfolios of clients and offer them investment solutions.

7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.

8. Promote high quality sales, supply and customer service processes

Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)

**Job Types**: Full-time, Permanent

Pay: ₹174,788.08 - ₹1,592,841.81 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Quarterly bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

  • Private Rm Motilal

    2 weeks ago

    Chennai, Tamil Nadu, India Bharti Consultants Full time

    Private RM **Required Skills**: hni slaes, wealth manager

  • RM/Sr RM/BM/Cluster Head For Chennai

    5 days ago

    Bengaluru, Chennai, India Bajaj Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Join Bajaj Capital Ltd 60 Years of Financial ExcellenceWith a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings for Chennai ,...

  • (24/10/2025) Sr RM/RM Investment Products

    2 weeks ago

    Chandigarh, Chennai, Mumbai, India Quick Turtle Full time

    Job Description What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM)...

  • Assistant Manager

    2 days ago

    Chennai, Tamil Nadu, India Jobted IN C2 Full time

    - Assistant Manager Raw Material Stores Department Stores Procurement Role Purpose To lead and manage all operations within the Raw Material Stores ensuring timely receipt storage issuance and accounting of materials The role focuses on process optimization digital transformation audit compliance and team capability development to achieve operational...

  • Private Banking Rm

    3 days ago

    Chennai, Tamil Nadu, India Deutsche Bank Full time

    **Private Banking RM**: **Job ID**:R0297766 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-02-12 **Location**:Chennai **Position Overview**: **Job Title: Private Banking Advisor** **Location: Chennai** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This...

  • Hiring Financial service RM@ Vadapalani

    7 days ago

    Chennai, Tamil Nadu, India Hdfc Sales Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Dear Applicants ,Greetings from HDFC Sales ( A group company of HDFC Bank)We are Hiring for FS RM @ Vadapalani HDFC SalesInterested Candidates Send Cv to or can come to below venue for f2f InterviewVenue :289, Vikram vista building , west sivan koil street, vadapalani chennai 26.Behind kamala theatreJDTo Pull customer lead from open market source to Sell...

  • Customer Support Executive

    2 weeks ago

    Madurai, Tamil Nadu, India RM Promoters Full time

    Looking for canditate for Customer support executive with atractive salary and Incentives Walkin 10AM - 3 PM RM Promoters KPS Arcade, Bye pass road Ponmeni Madurai **Job Types**: Full-time, Fresher **Salary**: From ₹10,000.00 per month **Benefits**: - Food provided Schedule: - Day shift Supplemental pay types: - Overtime pay - Performance...

  • Wealth RMs

    1 week ago

    Chennai, Tamil Nadu, India Talent Leads HR Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Description:Job Description (Wealth Sales):Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments based on market conditions and...

  • Rm Associate/principle Process Executive

    5 days ago

    Chennai, Tamil Nadu, India Equiniti Full time

    Management Level H **JOB TITLE**: RM Associate **REPORTS TO**: Site Director **FUNCTION**: EQ US - Issuer & Investor Services (EQi) **DATE**: October 2024 **JOB**SUMMARY**_(what's your elevator speech for the value this role provides) _ **ESSENTIAL FUNCTIONS** (4-6 specific functions) **PERCENT (%)** (typically > 20%) **_Enable client satisfaction and...

  • Rb - Rp&f - Fees:city Head-wealth Specialist

    4 weeks ago

    Chennai, Tamil Nadu, India Axis Bank Full time

    About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories the branches act as the face of Axis Bank for millions of retail customers and is hence an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank NTB customers and are also core drivers of the Bank s...