Wealth Relationship Manager- Urgent Opening

Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...

Name of the organization – Getfive Advisors Pvt Ltd. Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies. Ahmedabad Address: 502, Abhishree Avenue,...

Sr Relationship Manager - Wealth REPORTS TO SOLID MATRIX Business Unit Tata Capital Limited Department Wealth Sub Function Sales Number of Positions Single Multiple Position Type Full Time Job Purpose Direct Reports Position Title Resources The purpose of the job is to be responsible for building and nurturing strong long-lasting relationships with...

Role - President Team Leader - Wealth Management Business About the Role As a Team Leader for Relationship Managers we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15 years of experience The role s core objective is to hire talent lead and inspire the Wealth Management sales team driving performance...

Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build...

Key Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital...

Job Description Key Responsibilities: - Manage and enhance relationships with HNI and UHNI clients. - Provide customized wealth management solutions tailored to client needs. - Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. - Ensure compliance with regulatory and internal guidelines. - Achieve revenue and product...

About the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...

Job description : -The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through theCRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extendingWorking Capital Facilities and Term Loans to MSME Clients.• Acquisition of New to Bank Business Banking MSME...

Job Description Agency Manager / Relationship Manager (Agency Channel Motor & General Insurance)Position: Agency Manager / Relationship ManagerDepartment: Sales & Distribution Agency Channel (Motor & General Insurance)Location: Ahmedabad, Rajkot, Surat, BhavnagarReports to: Branch Manager / Area Sales ManagerRole SummaryThe Agency Manager/Relationship...