118 Wealth Relationship Jobs

To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to 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/ Promotors/ Directors of organizations. • Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that...

Field Sales Wealth Portfolio Mutual fund, PMS, Equity Advisors Required Candidate profile Field sales manager Intrested in B2B Wealth manangement ( Equity/ PMS/ Mutual funds) 9623571539 ( whatsapp only )

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities for cross-selling and upselling various financial products such as MF, PMS, AIF, Financial Advisory, Broking etc. Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals. Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise. Stay up-to-date with market trends and regulatory changes to maintain expertise in wealth management.

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Hi, Hiring, Job Title : Investment Relationship Manager (Wealth RM) Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Specific Qualifications Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) :...

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS),XIII A (SIF) info.aspiringmantra@gmail.com

Domestic Wealth Management Joining Date: Immediate or with in 1 month Gender: Male Candidate Contact Details: hradmin@mudraportfolio.com About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans (individuals & corporates), debt syndication, real estate and strategic business consultancy services tailor- made to client needs. Company setup by a group of seasoned financial professionals, bankers and chartered accountants with a common vision- Our Clients come first.& For any further details log on to ...

Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview: As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design in...

About the job We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and empathetic Customer Success Executive to join our team. Who are we? Cambridge Wealth i s a respected brand in the wealth segment, having won several awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit www.cambridgewealth.in What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

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. Interested...

Manage & review existing client investment portfolios Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Insurance Planning & Tax Planning Cross-sell financial instruments based on client needs Required Candidate profile Graduate or PG degree With Minimum 5+ years of exp in Wealth Manager Depth knowledge of the Mutual Fund , Capital Market & profitability drivers info.aspiringmantra@gmail.com What's up 9318431991

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...

Roles and Responsibilities : Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile : Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Post Graduate with relevant Experience. Good relationship management and service focus skills. G...

Roles and Responsibilities : Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile : Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Post Graduate with relevant Experience. Good relationship management and service focus skills. G...

The Junior Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients needs as well as dealing with routine enquiries and transactions. Supports Senior Relationship Managers in client administration and management, organizing meetings, handling documentation, and ensuring compliance with internal policies. They communicate effectively with clients and contribute to busin...

Responsibilities: Manage client portfolios, provide exceptional service. Collaborate with sales team on new business opportunities. Maintain compliance standards at all times. Service to the existing clients Cold calling to acquire new clients Performance bonus