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Rs 2 - 4 lakhs p.a.
...services sales or client engagement ~ Mutual fund distribution / wealth advisory ~ Investment advisory (RIA environment) ~ PMS or... ...-ups. It is designed as an entry point into advisory and relationship management roles over time. You will own the initial client...SuggestedMepa2z Llp
Gurgaon10 days ago- ...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for... ...financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and...SuggestedLong term contractTemporary work
Tata Mutual Fund
Vijayawada28 days ago Rs 5 - 7 lakhs p.a.
Job Description: Relationship Manager Wealth Management (Sales) Location: Mumbai Lower Parel, Kolkata (On-site) Department: Wealth Management Reporting To: Vice President Wealth Management Compensation: INR 6 7 LPA (Fixed) + Performance-Based Incentives Role...SuggestedLong term contractFull timeHybrid workLocal areaFlexible hours- ...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...skills Establish, maintain, and support strong working relationships Ability to work in an environment with multiple high...SuggestedFull timeWorldwide
Morgan Stanley
Mumbai2 days ago - ...Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With...SuggestedFull timeLocal area
IDFC FIRST Bank
Chennai2 days ago Rs 5 - 8 lakhs p.a.
...Responsibilities: ~ Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. ~ Achieve the Targets set... ...across his personal & business banking/financial needs. ~ Relationship Management profile involving acquiring, growing and deepening HNI...SuggestedLocal areaImmediate startQuick Turtle
Delhi3 days ago- ...Job Requirements Job Title - Relationship Manager - First Wealth Place of work - Mumbai Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading...Suggested
IDFC FIRST Bank
Ghaziabad2 days ago - ...Job Requirements Job Description: Relationship Manager-First Wealth - Haryana Company Name: IDFC FIRST Bank Job Title: Relationship Manager-First Wealth - Haryana Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking Retail Liabilities...SuggestedFull timeLocal area
IDFC FIRST Bank
Gurgaona month ago - ...Job Requirements Job Description: Company Name: IDFC FIRST Bank Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Sales & Relationship Management- Retail Banking Department: Retail Banking Branch Banking Branch Location...SuggestedFull timeLocal area
IDFC FIRST Bank
Panaji2 days ago Rs 3 - 4 lakhs p.a.
...Description We are seeking a motivated Wealth Manager to join our team in India. In this role, you will be responsible for managing a diverse... ...informed investment decisions. Build and maintain strong relationships with clients through regular communication and updates on...SuggestedAbhishek Bansal Distribution Private Limited
Gurgaon18 days ago- ...Job Requirements Job Title - Branch Relationship Manager Place of work - Chennai Business Unit - Retail Banking Function -Branch... ...to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing. To Enhance & Retain...SuggestedLocal area
IDFC FIRST Bank
Chennai2 days ago - ...Job Requirements Job Description: Relationship Manager-First Wealth Pipeline Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking Branch Banking Branch Relationship Management Location: Punjab, India IDFC FIRST Bank is seeking...SuggestedFull time
IDFC
Chandigarh2 days ago - ...Description Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform committed to delivering personalized, unbiased... ...for our clients. Role Description This full-time Relationship Manager - Wealth role is based on-site in Kurla. The role involves...SuggestedFull time
moneyfrog financial services pvt. ltd.
India3 days ago - ...Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Bengaluru Department: Wealth Management & Mutual Funds Experience: 4 to 7 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting....Suggested
Job24by7
Bangalore5 days ago Rs 3 - 4 lakhs p.a.
Relationship Manager Wealth Management (Fresher) Start Date Starts Immediately CTC (ANNUAL) ₹ 3,00,000 - 4,00,000 ₹ 3,00,000 - 4,00,000 /year...SuggestedWork at officeImmediate startRs 4 - 8 lakhs p.a.
Job Description: Urgently required - Senior Relationship Manager – Wealth & Stock Broking Key Responsibilities1. Client Acquisition & Revenue Building Acquire and onboard HNI, UHNI, and active trading clients Build a strong personal book through references, networking,...Long term contractFull timeImmediate start- ...to create a purposeful impact. Come, join the club to be a part of our epic growth story. About the Job: The Senior Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible...
Yubi
Kanpur3 days ago - ...the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets,...Long term contractTemporary work
Tata Mutual Fund
Kolkatta28 days ago - ...Key Responsibilities Build and manage relationships with UHNI's in designated location including family offices and Corporates Understand... ...record, with ~5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks,...
Alpha Alternatives
Mumbai3 days ago - Relationship Manager Wealth Management Start Date Starts Immediately CTC (ANNUAL) Competitive salary Competitive salary...Immediate start
- ...Job description As part of the IPB Digital Advisor & Client Solutions Product team, the IPB Client Wealth Data Product Manager plays a pivotal role in shaping and driving the data strategy for the suite of Portfolio tools that are managed within the team including goals...Full timeWork at office
JP Morgan Chase & Co.
Bangalorea month ago Rs 3 - 8 lakhs p.a.
...Roles and Responsibilities: Liaise effectively with existing Wealth Relationship Managers within SBI to foster collaboration and identify new business opportunities. Conduct regular visits to SBI Wealth Branches , building strong relationships and liaising proactively...Sbicap Securities
Kurnool26 days agoRs 6 - 11 lakhs p.a.
...) Min Experience: 5 years Location: Hyderabad JobType: full-time We are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning....Full timeWeekday workRs 6 - 10 lakhs p.a.
...This role is for a Relationship Wealth Manager who will be responsible for gathering assets for a diverse range of investment products. The ideal candidate is a highly motivated individual with strong interpersonal skills, focused on achieving business targets, building...Local areaAvani Consulting
Mangalorea month ago- ...Job Summary: We are looking for a dynamic and result-oriented Relationship Wealth Manager to manage and grow relationships with HNI and affluent clients. The candidate will be responsible for client acquisition, portfolio advisory, and generating revenue through wealth management...
Waksugo Services Private Limited
Ahmedabad3 days ago - ...Company Name: Motilal Oswal financial services limited Profile - Relationship Manager / Wealth Manager Location - Mumbai Roles & Responsibilities: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and...
Motilal Oswal Financial Services Ltd
Mumbai19 days ago Rs 2 - 2.4 lakhs p.a.
Wealth Manager/Relationship Manager Chennai (Hybrid) Start Date Starts Immediately CTC (ANNUAL) ₹ 2,00,000 - 2,40,000 ₹ 2...Hybrid workImmediate startRemote jobRs 3 - 7 lakhs p.a.
...Organization and reflect its values Required Candidate profile -3 to 4+ yrs relevant exp in Wealth Management -RM/Financial Planning/Product -CFP/Financial planning a must -Exp in wealth mngt of HNIs -Knowledge of Financial Markets, Products -Relationship Mngt...Talent Corner Hr Services Private Limited
Mumbai3 days agoRs 3 - 7.5 lakhs p.a.
...Role Responsibilities: Manage HNI/UHNI clients for investment needs across MFs, equities... ...products Drive acquisition and relationship deepening through personalized financial... ...financial acumen Proven experience in wealth management and HNI client handling Ability...Mount Talent Consulting
Navi Mumbai17 days agoRs 5 - 9 lakhs p.a.
...We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales to acquire, manage, and grow relationships with retail and... ...Understand client financial needs (retirement, tax planning, wealth creation, etc.). ● Recommend appropriate mutual fund...Hybrid workMepa2z Llp
Bangalore10 days ago
