Wealth Relationship Manager

2 days ago

Patna, Bihar, India LAKSHMISHREE INVESTMENT & SECURITIES Full time

Total years of Experience: 1 to 2 years

Responsibilities:

  • Acquire, onboard and manage a portfolio of High Net-Worth Individual (HNI) clients to drive business growth.
  • Develop a deep understanding of clients' financial objectives, investment horizons and risk appetite to deliver customized wealth solutions.
  • Advise clients on suitable investment and wealth management products aligned with their goals and market conditions.
  • Handle and promote a comprehensive range of products including Mutual Funds, Insurance, Bonds, PMS, AIFs and Fixed Deposits.
  • Meet and exceed assigned targets related to Assets Under Management (AUM), revenue generation and cross-selling opportunities.
  • Build, nurture, and maintain long-term client relationships through regular reviews, meetings and proactive communication.
  • Conduct periodic portfolio reviews and provide timely market insights, performance updates and investment recommendations.

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Work Location: In person

  • Relationship Manager

    2 days ago

    Patna, Bihar, India R Patel Wealth Full time

    Company DescriptionR Patel Wealth, established in 1990, is a highly regarded Mutual Fund Distribution Firm dedicated to fostering a culture of saving and building wealth through long-term investments. The firm prioritizes simplifying the complexities of investing, making it accessible and actionable for its clients. With a strong foundation in delivering...

  • Customer Relationship Manager

    1 week ago

    Patna, Bihar, India Wealth Impression LLP Full time

    Job Description: Associate – CRM & Digital PlatformsCompany:Wealth Impression LLPLocation:PatnaJob Type:Full-TimeCompensation:As per industry standardsAbout UsWealth Impression LLPis a Pune-based wealth advisory firm dedicated to guiding individuals and Institutions in achieving financial growth and security. We combine personalized advisory services with...

  • Customer Relationship Manager

    1 week ago

    Patna, Bihar, India, Bihar Wealth Impression LLP Full time

    Job Description: Associate – CRM & Digital PlatformsCompany: Wealth Impression LLPLocation: PatnaJob Type: Full-TimeCompensation: As per industry standardsAbout UsWealth Impression LLP is a Pune-based wealth advisory firm dedicated to guiding individuals and Institutions in achieving financial growth and security. We combine personalized advisory services...

  • Client Relationship Manager

    7 hours ago

    Patna, Bihar, India Brand Medix Full time

    Company DescriptionBrand Medix is India's leading healthcare marketing agency dedicated to helping doctors, hospitals, and healthcare brands grow their audience, attract the right patients, and boost revenue. With a focus on innovation, we deliver tech-enabled marketing and communication solutions designed to yield measurable results. Our expertise spans...

  • Relationship Manager Or Senior Manager, Team Leader

    15 hours ago

    Patna, Bihar, India PROFITMART Full time

    Company DescriptionPROFITMART is a growing Stock Broking firm in India providing a broad range of investment opportunities including Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. The company is committed to empowering clients with expert knowledge and advanced trading software supported by user-friendly investing tools. PROFITMART is...

  • Relationship Manager Or Senior Manager, Team Leader

    2 weeks ago

    Patna, Bihar, India PROFITMART Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionPROFITMART is a growing stock broking company in India that provides a wide range of investment options, including Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. The company is dedicated to empowering its clients by offering access to expert financial knowledge, efficient trading platforms, and innovative investment...

  • Division Manager

    2 weeks ago

    Patna, Bihar, India Morlatis Engineering And Construction Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionMorlatis Engineering and Construction Private Limited is a leading construction company headquartered in Patna, Bihar, with operations across eastern India. Established in 2018, the company has been at the forefront of delivering innovative and quality solutions in construction, electrical installations, solar setups, interior designing,...

  • Financial Advisor

    2 days ago

    Patna, Bihar, India ICICI Prudential Life Insurance Company Limited Full time

    Company DescriptionICICI Prudential Life Insurance Company Ltd. is one of India's leading private sector life insurance providers, dedicated to offering tailored financial solutions to meet the diverse needs of its customers. From term plans and wealth management to child education and retirement plans, the company provides a wide range of products for all...

  • Area Manager

    16 hours ago

    Patna, Bihar, India Integrin Health Care Full time

    A Pharma Area Manager (ASM) leads a sales team in a specific territory, focusing on achieving sales targets, building brand awareness, and nurturing relationships with doctors/chemists by setting strategies, coaching reps, analysing market trends, and driving product promotion through field activities and data analysis. Key duties involve team training,...

  • Sales Manager

    1 week ago

    Patna, Bihar, India Creators Mind™ Full time

    Company DescriptionCreators Mind provides comprehensive solutions for educators and content creators. With a focus on brand-building for educators, the company offers a variety of products including mobile and desktop applications, studio setup, digital marketing, social media management, and continuous support. Features like live classes, quizzes, notes,...