First Wealth Relationship Manager

13 hours ago

Delhi, Delhi, India ACURA SOLUTIONS LTD Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role/Job Title: Relationship Manager-First Wealth

Function/ Department:Branch Banking

Job Purpose
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.

Roles And Responsibilities
Primary Responsibilities:

  • Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
  • It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
  • Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
  • To Enhance Retain customer profitability by capturing larger share of Wallet.
  • Ensuring compliance with branch SOP and control in sales and service.
  • Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities

  • Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
  • Evaluate the feasibility of new initiatives in offering, channel process point of view and ensure itsimplementation to improve overall operational efficiency.
  • Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification
Graduation: Any Graduate

Experience: relevant experience in Banking or allied Business.

This job is provided by

  • Wealth Management Associate

    5 days ago

    Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

  • Wealth Relationship Manager

    14 hours ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 3,00,00,000 - ₹ 6,00,00,000 per year

    We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key Roles &...

  • Wealth Manager

    7 days ago

    Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Responsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus

  • Wealth Management – Research

    1 week ago

    Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India RS Wealth Management Pvt. Ltd. Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Company DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves...

  • Relationship Manager- Wealth

    2 weeks ago

    Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Location:Moti Nagar, New DelhiAbout Us:Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships....

  • Wealth Relationship Intern-Acquisition

    17 hours ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Internship – Wealth Relationship (B2B & Client Acquisition)We are looking for enthusiastic and driven Wealth Relationship Interns to support our wealth management business. This internship offers practical exposure to B2B partnerships, HNI/corporate client acquisition, and end-to-end wealth management solutions. Interns will work closely with senior wealth...

  • Wealth Manager

    3 days ago

    Delhi, Delhi, India Bandhu4U Services Private Limited Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Company DescriptionBandhu4U Services Private Limited, based in New Delhi, is a leading financial planning company committed to empowering individuals and businesses with expert financial guidance. Specializing in tailored solutions, Bandhu4U offers a wide range of financial services, including trading, investment management, insurance, P2P lending platforms,...

  • Relationship Manager

    11 hours ago

    Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 6,40,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

  • Director- Wealth Management

    16 hours ago

    Delhi, Delhi, India JR Laddha Financial Services Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...