Relationship Manager-Wealth

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...

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,...

Job Title: Wealth Manager Tata CapitalCore ResponsibilitiesClient 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...

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...

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...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...

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...

Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)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...

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...

Job Title: Client ManagerPosition SummaryAs a Client Manager at Foresight, you will serve as a strategic relationship partner to our clients — leading knowledge-driven conversations and ensuring a deeply personalized and premium experience. You will represent the firm's thinking, philosophy, and value proposition in a way that builds long-term trust,...