Wealth Relationship Manager

1 day ago


Chennai, Tamil Nadu, India Purnartha PMS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach. For more details, please visit our website

Role Description

This is a full-time, on-site role of Wealth Relationship Manager for Chennai, Coimbatore,Kerala . The Wealth Relationship Manager will be responsible for managing your existing clients and Acquisition of New Clients, providing expert advice and financial planning strategies, and ensuring customer satisfaction with Financial Products limited to Investment Advisory/PMS/AIF only.The role includes conducting regular portfolio reviews, staying updated on market trends, and addressing client queries promptly and effectively.

Qualifications

  • Client Relationship Management and Customer Service skills
  • Min 3yrs in Similar Role selling PMS/AIF
  • Should be managing 50cr or above AUM currently.
  • Managing IFA /Channel Partners would be an added advantage.
  • Financial Planning, Wealth Management, and Investment Advisory skills
  • Strong knowledge of market trends and financial products
  • Excellent communication and interpersonal skills
  • Ability to work independently and within a team
  • Experience in the financial services industry is a plus
  • Bachelor's or Master's degree in Finance, Business, Economics, or related field

  • Wealth Manager

    1 week ago


    Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

  • Wealth Manager

    4 days ago


    Chennai, Tamil Nadu, India Talent21 Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB OVERVIEWROLEWealth ManagerDEPARTMENTSalesLOCATIONHyderabad, TelanganaWho we are?GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth...

  • Wealth Manager

    3 weeks ago


    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

  • Wealth Manager

    3 weeks ago


    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - WealthLocation: #Chennai #TamilnaduResponsibilitiesAcquire & manage HNI clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.Manage & analyze client portfolios for performance and profitability.Drive cross-selling, deepen relationships, and enhance share...


  • Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

  • Wealth Manager

    1 day ago


    Chennai, Tamil Nadu, India 360 A complete Business Solutions Full time ₹ 4,50,000 - ₹ 6,00,000 per year

    Wealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 1–4 Years (Flexible depending on candidate profile)Gender Preference: Female Candidates Only (as part of diversity hiring initiative)About 360acbs:360acbs is a trusted name in the financial services industry,...

  • Wealth Manager

    4 days ago


    Chennai, Tamil Nadu, India NJ Macson Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: VP / AVP / Manager – PCG (Private Client Group) AdvisoryLocation: Chennai (On-site)Employment Type: Full-TimeAs a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized...


  • Chennai, Tamil Nadu, India NJ Macson Full time ₹ 1,50,00,000 - ₹ 2,00,00,000 per year

    Company Overview – NJ MacsonNJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are...

  • Wealth Manager

    1 day ago


    Chennai, Tamil Nadu, India Integrated Personnel Services Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Profile- Wealth managementLocation-ChennaiSalary - 12 LPAExperience -3 to 7 yearsJob DescriptionDriving sales through channels such as IFAs(Independent


  • Chennai, Tamil Nadu, India CredAvenue Full time

    ```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...