Wealth Relationship Manager

24 hours ago

Chennai Coimbatore, India Kotak Securities (KSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Will be responsible for selling Equity based investment products to this set of Wealth customer base.

Should have effective servicing skills and should be excellent in conflict management. .

Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients acquired from the assigned area, trade actively.

Responsible for servicing and generating references from the partner Wealth customer base.

Job Requirements Should have good communication & presentation skills.

Should be a self-starter, proactive & target oriented.

Should possess strong networking & relationship building skills.

  • Wealth Acquisition Manager

    1 day ago

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

    Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

  • Relationship Manager

    1 week ago

    Coimbatore, Tamil Nadu, India Midfin Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    We are seeking dynamic Relationship Officers with 2 - 3 years of experience in the banking or wealth management industry. who is responsible for building and nurturing client relationships, promoting financial products & contributing revenue growth.CafeteriaOffice cab/shuttleTravel allowanceHealth insuranceSales incentivesProvident fund

  • Relationship Manager-Wealth Manager

    3 days ago

    Chennai, Coimbatore, India Endeavour Consultancy Services And Solutions Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    We are seeking an experienced Relationship Manager / Wealth Manager to manage high-net-worth clients and advise them on Portfolio Management Services (PMS), Mutual Funds, Bonds, and other investment products.

  • Wealth Manager

    3 days ago

    Chennai, Tamil Nadu, India Unified Vision Wealth Full time

    Company DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...

  • Wealth Manager

    2 weeks 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 Relationship Manager

    5 days ago

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

    Company DescriptionPurnartha 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...

  • Wealth Relationship Manager

    3 days ago

    Chennai, Tamil Nadu, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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/...

  • Account Manager

    11 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    19 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    6 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...