Wealth Relationship Manager

Company DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...

Company DescriptionFUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs,...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients.• Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile• 5–15 yrs in wealth management/private banking.• Proven record with HNI clients, strong market knowledge, AIF/PMS expertise,...

Job Description1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5)...

We're Hiring: Relationship Manager - Wealth ManagementAB Vistrat is proud to enable our client and strategic partner, Rudra Consultancy Pvt. Ltd, as they integrate and scale their wealth management vertical in Ahmedabad.An opportunity to be part of a transformative journey as Rudra Consultancy builds its wealth management practice from the ground up with AB...

Company DescriptionEsteem Client of DCSPL into Boutique investment.Role DescriptionThis is a full-time, on-site role located in Mumbai/Pune/Delhi/Bangalore/Chennai/Hyderabad/Delhi/NCR/Kolkata/Ahmedabad for a Founding Leader in Wealth Management. The role involves leading and managing wealth management operations, formulating strategies to attract new...

Company descriptionShuru Up is a wealth-tech platform democratising access to India's private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops,...

Requisition Number: 38783Job Location: Ahmedabad, INDWork Type: Office WorkingEmployment Type: PermanentPosting Start Date: 25/11/2025Posting End Date: 07/12/2025:Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's...

Key Responsibilities:a. Handling client queries from onboarding to client reporting.b. Creating pre-sales and sales pitch decks.c. Assisting founder in all financial areas.Note - This job is holistic in nature and needs someone who has a problem solving attitude.Pl fill this google form alongwith your application -

ABroking Sales Relationship Managerwill be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives.Key ResponsibilitiesClient Acquisition & Business Growth : Identify, acquire, and...