Wealth Relationship Manager

Relationship Managers/Wealth Managers with 5 years of experience in BFSI preferably in Wealth or Liability product sales can apply.Responsiblities: To aquire new wealth client, to build AUM through AIF/PMS, MF, Fixed Income Securities, Demat and Trading accounts etc..

Job description Role & responsibilities Exp. in Private Banking is must .To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

Company DescriptionBajaj Capital Insurance Broking Limited (BCIBL) is a prominent insurance broker in India, licensed by the Insurance Regulatory and Development Authority (IRDA) since 2004. Serving over six lakh clients, is owned and operated by BCIBL and is a leading portal for insurance comparison, transactions, and services. The portal offers a wide...

Company DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...

Proven experience in wealth management, private banking, investment advisory, or financial planning.Strong understanding of financial markets, investment products, and wealth management strategies.Excellent communication, negotiation, and interpersonal skills.Analytical mindset with the ability to assess financial risks and opportunities.High ethical...

Company DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of...

Job Title: Sr. Relationship Manager - Wealth Management & Mutual FundsLocation: ChennaiDepartment: Wealth Management & Mutual FundsExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure...

Job ID: 41779Location: Chennai, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 8 Oct 2025Job SummaryWealth Relationship Manager Director is pivotal in driving financial growth, building client relationships and delivering comprehensive financial solutions, strengthens the bank's wealth management...

Exciting Opportunity in Chennai Equitas BankCompany DescriptionEquitas Small Finance Bank is dedicated to the financial hopes of individuals, families, businesses, and communities through seamless banking services. Our commitment to being good neighbors is reflected in our strong philanthropic partnership and legacy of giving back. We strive to transform how...

Job Title: Relationship ManagerExperience: 6 – 8 YearsLocation: Chennai & BengaluruNotice Period: Immediate – 30 daysWe are hiring a Relationship Manager to join our teamWhat You'll DoBuild and nurture strong client relationships to drive growth and retentionDrive business growth by acquiring new clients and expand the client basePromote and cross-sell...