Wealth Relationship Manager

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...

Job Title: Affluent Wealth Relationship ManagerLocation: ChennaiWere looking for a Relationship Manager to join our Wealth Management team, focused on managing and acquiring HNI (High Net Worth Individual) clients.Key Responsibilities:Bring in and manage Affluent & Super Affluent clients.Advise clients on their financial portfolios, investments, and...

Job role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To identify new business opportunities and generate leads through networking and referrals.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio managementface of the Bank to the UHNI customers of the BankGenerate new business, defined sales targets Required Candidate profileFocusing on the analysis and satisfaction of HNI Customers financial, banking,...

Job Title: Experienced Wealth Management ProfessionalWe are seeking a seasoned leader to drive our wealth management team forward.The ideal candidate will have an impressive personal network, in-depth product knowledge, and a proven track record of building long-term client relationships while delivering consistent revenue and asset growth.Key...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions,...

Job Summary:As a seasoned wealth management professional, we seek an experienced and results-driven Senior Relationship Manager to spearhead our Wealth Management Solutions division.Key Responsibilities:• Client Acquisition & Relationship Management: Establish and nurture strategic relationships with high net worth individuals (HNIs) and family offices.•...

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...

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...

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...