Wealth Relationship Manager

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Job Summary:We are seeking an experienced and dynamicSenior Relationship Managerto join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...

Company DescriptionTradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages...

Hiring for leading NBFCsRole- Wealth RM/Private BankerGrades: AVP/VP/SVP (discussed on current profile)CTC: Negotiation on last drawn CTC(Excellent incentive structure)Location- Hiring PAN IndiaKEY RESPONSIBILITIES AND ACCOUNTABILITIESAccountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

Reports to: AVP, Business HeadCTC Range: ₹4 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent analytical and multitasking capabilitiesSelected Intern's...

Relationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

Sr. Wealth Relationship Manager :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.5+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 12-25 LPA)Min Experience: 3 yearsLocation: MumbaiJobType: full-timeThis role focuses on driving the distribution and growth of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) through private wealth and banking channels. You will play a critical role in building...

Job descriptionLARGEST WEALTH MANAGEMENT COMPANY IS HIRINGRole & responsibilitiesWealth Manager HNI AcquisitionExperience : 2 - 10 YearsLocation : Mumbai and BangaloreKey Responsibilities & Accountabilities :• Will be responsible for primarily selling Equity based investment products.• Responsible for identifying customer needs, assessing their risk...