Relationship Manager-Wealth-bangalore

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...

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 Description : Relationship Manager Location: BangaloreReports to: Wealth ManagerExperience: 13 years in financial services, investment advisory, or client-facing rolesQualification: MBA (or) M Com (or) any Post Graduate in FinanceAbout Scripbox Wealth Managers At Scripbox, we are a new-age, client-first wealth management firm committed to growing with...

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 –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...

Key responsibilities: Relationship manager:Partner recruitment & activation:Identify, engage, and onboard new partners in line with the defined sales process.Lead conversion & business development:Convert quality leadsEnsure timely follow-up and closure of opportunities.Maintain strong relationships with partnersProduct knowledge & training:Stay updated on...

· 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...

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,...

Company DescriptionEquentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create...