Relationship Manager, Wealth

3 days ago

Navi Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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 relationship management.

5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.

6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

7) Manage the portfolio to de-risk against attrition and achieve stability of book.

8) Manage the key performance indicators at the highest level.

9) Manage the customer transition with utmost sensitivity.

10) Ensure compliance with these policies and procedures on an ongoing basis.

11) Any suspicious transaction must immediately be reported to the supervising officer.

Experience -

1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker .

2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments.

3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.

  • Private Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

  • Private Wealth Manager

    7 days ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Relationship Manager

    5 days ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're Hiring – Relationship Managers (Wealth Products | MF / PMS / AIF) for the Mumbai Location,Dalmia Wealth Pvt. Ltd., a fast-growing third-party wealth distribution house, is expanding its footprint in Mumbai.We're looking for Relationship Managers with 3–5 years of experience in Mutual Funds, PMS, AIF, or Wealth Management, who are passionate about...

  • B2B RM Wealth Management

    5 days ago

    Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 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...

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    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...

  • Senior Relationship Manager

    19 hours ago

    Mumbai, Maharashtra, India ISOLN Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    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...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

  • Sr. Wealth Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    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...

  • Relationship Manager – Wealth Management

    3 days ago

    Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 9,00,000 per year

     Job Description: Relationship Manager Wealth Management (Sales)Location: Mumbai Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President Wealth ManagementCompensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals from...