98 Wealth Relationship Jobs

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

Urgent Hiring Relationship Manager (Yes Premia / Retail Banking) Department: Relationship Management Retail Banking Grade: Assistant Manager / Deputy Manager Location: Pune Experience: 3years (BFSI preferred) Qualification: Graduate Key Responsibilities: Manage & grow Retail Liabilities and Investment relationships. Acquire new high-value customers and cross-sell CASA, Insurance, MF, Loans, etc. Ensure customer satisfaction and retention through proactive engagement. Generate leads & coordinate with internal teams to meet business targets. Follow internal control, compliance, and risk management processes. --- Desired Profile: Minimum 1 year of experience in Relationship Management / Sales (...

Role & responsibilities Key Responsibilities: - Identify and acquire new customers through various channels such as referrals, cold calling, and networking - Conduct market research and analysis to identify potential sales opportunities - Build and maintain strong relationships with customers to ensure customer satisfaction and retention - Meet and exceed sales targets and contribute to the overall growth of the bank - Collaborate with other team members to develop and implement effective sales strategies - Provide excellent customer service and address any customer queries or concerns - Stay updated on industry trends and market developments to effectively promote bank products and services...

Job Title: Wealth Manager Location: Pune, India Experience Required: 10 - 15 years Education: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred) Salary: Negotiable Based on experience and interview performance Industry: Wealth Management / Financial Services Position Type: Full-time Job Overview: We are seeking a highly experienced and dynamic Wealth Manager to manage and grow our portfolio of high-net-worth and ultra-high-net-worth clients. The ideal candidate will have a strong track record in wealth management, client servicing, and portfolio advisory, specifically handling luxury accounts. The role requires an individual with exceptional interpersonal...

Responsibilities: * Manage client relationships through mutual fund sales & investment advice. * Acquire HNIs for wealth management services. * Execute demat transactions with securities brokerages. Sales incentives

Acquisition of new HNI/UHNI clients, managing HNI clients portfolio. Cross sell of other banking products.

Job Opportunity for Associate Director- RM with MNC Bank 9 years-18 Years of exp into sales of Wealth products AUM mandatory This will be an Individual Contributor Role Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Need candidate with Private Bank experience.

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...

CLIENT & REVENUE: Acquire, onboard & upsell clients; manage relationships & resolve queries. Achieve set targets of HNI client acquisition and handling ASSOCIATE / DISTRIBUTOR NETWORK DEVELOPMENT : Source & enable new associates/distributors.

Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profile Looking for Candidate Who can Experience in Private wealth, Acquisition Must have own Self built AUM. Must have good communication skills. This is individual role but CTC OPEN for 50 CR

Develop and manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advisory services and Understand client goals and risk profiles to recommend suitable investment products and strategies.

Job Opportunity for Director- RM with MNC Bank 18 years-25 Years of exp into sales of Wealth products AUM: 150-250 CR+ This will be a Team Management Role. You will have to setup your own team. Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Chandigarh, Jaipur, Bangalore, Hyderabad, Ahmedabad, Indore, Pune Please Whatsapp resume to: 7595835146

Job Opportunity for Associate Director- RM with MNC Bank 12 years-18 Years of exp into sales of Wealth products AUM: 70-150Cr This will be a Individual Contributor Role Please Whatsapp resume to: 8018134910 Calls will not be entertained. Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Please Whatsapp resume to: 8018134910

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...

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.

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory envi...

Role & responsibilities • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates wit...

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 ...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Provide outstanding client experiences. Organised follow-up leads, complete and record appointments, can lose customer requests Support our clients to meet their financial needs as they progress through their career and life stages.