wealth relationship manager

8 hours ago

Bengaluru, Karnataka, India OM Careers Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Title: Wealth Manager Tata Capital

Core Responsibilities

  1. Client Acquisition & Onboarding


• Pro-actively identify, qualify, and onboard High-Net-Worth Individuals (HNIs) and Ultra-HNWIs.


• Leverage personal network, referrals, and micro-events to generate fresh leads.


• Conduct risk-profiling exercises to align investments with client goals and temperament

  1. Portfolio Planning & Management


• Build tailor-made investment plans spanning equities, debt instruments, mutual funds, structured products, and real estate funds


• Collaborate with internal research and product teams to structure compliant solutions


• Perform periodic portfolio reviews, adjusting strategies based on market developments and evolving client needs .

  1. Relationship Deepening & Cross-Selling


• Strengthen relationships through value-added interactions and reporting (monthly market insights, client reviews, newsletters)


• Cross-sell Tata Capital's suite of offerings (loans, insurance, business financing, etc.) to meet broader client financial needs

Business Development & Marketing


• Support creation and execution of targeted marketing initiatives, micro-events, and seminars to attract affluent clientele .


• Build strategic partnerships and integrate with internal sales functions to widen referral networks .

Performance & Financial Acumen

Maintain portfolio profitability by maximizing client revenue through advisory fees, product yield, and up-selling


• Keep abreast of macroeconomic trends, regulatory changes, and market dynamics to inform investment ideas .

Qualifications & Skills

Qualification

Requirements

Education

Graduate or MBA/PGDM in Finance, Commerce, Economics (CFA/CFP preferred)

Certifications

NISM, IRDA certifications required

Experience

3–10 years in wealth or relationship management with an HNI focus

Required Skills

Client acquisition, portfolio construction, product structuring, financial analysis, compliance, sales/BD

Ideal Candidate Profile


• Client-centric and entrepreneurial – adept at forging deep connections and uncovering financial needs.


• Strong analytical ability with a product-agnostic approach rooted in in-house research.


• Excellent communication and networking capabilities – comfortable conducting events and building referral channels.


• Self-motivated, target-driven, and results oriented with a focus on growing overall client wallet.

What Tata Capital Offers


• Access to Tata Group's extensive product suite, research, and service ecosystem.


• Opportunities across premium client segments: individuals, businesses, and NRIs.


• A structured platform supporting wealth advisory, protection, and financing solutions

Why This Role Stands Out

This position is acquisition-heavy, emphasizing proactive sourcing of high-value clients,

execution of targeted outreach, and building scale within a premium client portfolio. It needs

someone who thrives on creating momentum—leading efforts to expand business via client acquisition, relationship depth, and cross-business exposure—while leveraging Tata Capital's comprehensive wealth ecosystem.

  • Wealth Management Associate

    1 week ago

    Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per year

    Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

  • Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

    12 hours ago

    Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    DescriptionKotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from...

  • Relationship Manager Wealth

    4 days ago

    Bengaluru, Karnataka, India Synergy Plus Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Were Hiring: Relationship Manager Wealth Business BankingLocation:HyderabadExperience: 3+ Years in BankingIndustry:BankingKey ResponsibilitiesPortfolio Growth:Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.Revenue GenerationDrive cross-sell of Business Banking and Wealth Products,...

  • Relationship Manager-Wealth-bangalore

    8 hours ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description:Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through...

  • Wealth Relationship Manager

    1 week ago

    Bengaluru, Karnataka, India Wise Finserv Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida .The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with...

  • Wealth Relationship Manager

    2 weeks ago

    Bengaluru, Karnataka, India Recruit with Azhar Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    · 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 client needs.· Work closely with...

  • Head of Wealth Management

    2 days ago

    Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

  • Opening in leading MNC Bank as Senior Relationship Manager(Wealth)

    2 weeks ago

    Bengaluru, Karnataka, India TenHeads consultant Full time ₹ 33,19,800 - ₹ 39,92,352 per year

    Job Summary(individual) As a Standard Chartered Relationship Manager, you'll be responsible for managing anddeveloping relationships with high-profile clients to drive business growth and meet thebank's strategic objectives. You'll provide exceptional customer service with the provision offinancial solutions while managing operational risk and regulatory...

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India TriGen Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Company DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...

  • Relationship Manager

    2 weeks ago

    Bengaluru, Karnataka, India J2 Wealth Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Responsible for acquiring new clients, managing HNI relationships, and providing investment advice on mutual funds and insurance. Must hold NISM Series V-A certification and have strong communication and financial product knowledge.