31 Wealth Relationship Jobs - Page 2

Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. Managing team and client relationships and generating AUM from preferred clients.

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! We have urgent Requirement of Relationship Manager / Sr. Relationship Manager -Wealth Offered CTC- As per market Standards Job Location- Gandhidham Age : Upto 35+ years Minimum Qualifications and Experience: Graduate in any stream 3 to 5 years experience in BFSI/NBFC sector. Key Responsibilities - Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations. Interested Candidates can share me CV at - eshaa.g@muthoot.com Thanks and Regards, Eshaa Junior Manager- HR eshaa.g@muthoot.com | www.muthoot.com

A leading Bank is hiring a Relationship Manager - Affluent Banking at the Gurgaon location to ensure consistent growth of the Investment AUM & CASA portfolio & Ensure class service delivery to clients to be in line with the best in the industry. Required Candidate profile Banking/NBFC RM's with good HNI BOOK size. Minimum 7-8 years of experience in relationships and portfolio management. 2 yr stability in current role NISM/IRDA/AMFI if any can be strongly preferred.

Job Title: Senior Relationship Manager / Relationship Manager Investment Products Location: Noida And Gurugram Department: Investment Products Job Purpose: The Senior Relationship Manager (Sr RM) / Relationship Manager (RM) will manage the investment needs of mass affluent clients, providing tailored advice and recommending a wide range of investment products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Bonds, Direct Equity, and Equity Advisory Services. The role is aimed at meeting AUM (Assets Under Management), revenue, and client acquisition targets, ensuring client satisfaction through customized financial solutions. Key Responsibilities: Investment Advisory: Recommend and manage a diverse portfolio of investment products (MF, PMS, AIF, PE, Bonds, Direct Equity, etc.) based on client needs, goals, and risk profiles. Achieve Targets: Meet or exceed assigned AUM, client acquisition, and revenue targets within the region. Focus on driving growth by acquiring new HNI clients and expanding relationships with existing ones. Portfolio Management: Conduct periodic reviews of client portfolios, ensuring they are aligned with clients' financial objectives. Suggest adjustments based on market conditions and changing client needs. Collaboration & Relationship Building: Work closely with the branch teams for joint client meetings and foster strong, long-term relationships by providing proactive wealth management advice. Role Requirements: Educational Qualifications: Post-graduate degree, preferably in Finance, Business Administration, or a related field. Experience: Minimum 1+ years of experience in sales/wealth management, handling HNI clients. Experience with investment products like MF, PMS, and AIF is a plus. Skills & Knowledge: Strong knowledge of capital markets and investment products. Excellent relationship management, communication, and presentation skills. Preferred Background: Prior experience in Wealth Management, Banking, or Investment Counselling is preferred. To schedule an interview or send your CV, please contact HR Yash via WhatsApp 9156902218

Handle the HNI Sales / Wealth Management / Private Banking segment Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competitio n Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries. Establish, manage and grow the TRV of the elite Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Resolve customer queries and complaints within the agreed TAT as per the customer service policy Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797