Sr Investment Relationship Manager (AVP)Waytogo Consultants • gurgaon, haryana, in
No longer accepting applications
Sr Investment Relationship Manager (AVP)
Waytogo Consultants • gurgaon, haryana, in
14 hours ago
Job descriptionIdentify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold. Develop strong relationships with clients through a consultative approach and customized investment strategies. Ensure consistent client engagement and portfolio reviews to strengthen wallet share. Understand clients’ financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions. Offer a full suite of banking and investment products — including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life / General Insurance. Liaise with product and research teams to deliver superior advisory outcomes. Achieve acquisition, AUM, and revenue targets across investment and banking products. Drive fee-based income through advisory and transaction-led business. Maintain a healthy client mix and portfolio diversification. Ensure adherence to all internal policies, regulatory, and compliance guidelines. Maintain high ethical standards and client confidentiality at all times. Complete KYC and due diligence requirements as per bank norms. Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery. Support cross-functional initiatives for enhancing the private banking franchise.
Create a job alert for this search
Relationship Manager • gurgaon, haryana, in
Related jobs
)
CFP & Sr. Relationship Manager / Investment Advisor
Hireginie • Gurgaon, Haryana, India
Our Client : Is a leading fintech platform transforming the way new-age Indians manage their finances.By leveraging technology, we offer smarter, faster, and more convenient financial solutions.Wit...Show more
Last updated: 10 days ago • Promoted
Trip Advisor
MakeMyTrip • gurugram, uttar pradesh, in
Senior Manager - Corporate Channel.Assistant Manager / Deputy Manager.Its flagship product, MyBiz, is a self-booking platform designed tosimplify business travel—offering real-time bookings, policy...Show more
Last updated: 1 day ago • Promoted
Sr Investment Relationship Manager (AVP)
Waytogo Consultants • Gurgaon, Haryana, India
Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized inves...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Manager-PMS & AIF
Hireginie • Gurugram, Haryana, India
Relationship Manager / Investment Advisor.Wealth Management / Investment Advisory).Manage and grow relationships with HNI / affluent clients.
Mutual Funds, PMS, AIF, Bonds, Structured Products.Conduct...Show more
Last updated: 1 day ago • Promoted
Sr Investment Relationship Manager
Waytogo Consultants • Gurgaon, Republic Of India, IN
Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized inves...Show more
Last updated: 7 hours ago • Promoted • New!
Chief Investment Officer
IntelliInvest • Gurugram, Haryana, India
IntelliInvest is a SEBI registered entity offering a comprehensive suite of investment strategies to help clients optimize their wealth.
Leveraging advanced technology and data analytics, IntelliInv...Show more
Last updated: 1 day ago • Promoted
NR Relationship Manager
Kotak Mahindra Bank • Gurgaon, Haryana, India
Key Responsibilities Acquire new NRI clients and build long-term relationships.Cross-sell banking and investment products (liabilities, assets, forex, insurance, mutual funds).Ensure accurate docum...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Manager
The Wedding Company • Gurugram, Haryana, India
We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services.
As RM, you will be responsible for cultivating rel...Show more
Last updated: 3 hours ago • Promoted • New!
Head - Alliances & Partnerships
BharatPe • Gurgaon, Haryana, India
We are seeking a dynamic and experienced Head of Alliances & Partnership to lead our client onboarding initiatives for PAPG solutions and services.
The ideal candidate will be responsible for estab...Show more
Last updated: 4 days ago • Promoted
Capital markets & investor relations analyst
Sahana System Limited • Gurgaon, Haryana, India
Position Summary We are seeking a dynamic and analytical Analyst / Associate, Fundraising & Investor Relations to support our growth ambitions as a publicly listed entity.
This entry-to-mid-level role...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Manager
Nuvama Wealth • Gurgaon, Haryana, India
Relationship Manager- B2B Business Role Overview : We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant / inactive partners mapped under our B2B ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Response Informatics • Gurgaon, Haryana, India
Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => .
INR 10M • Ensure timely portfolio review...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Manager- SME / Mid Corporates
The Premier Consultants ( Recruitment Company ) • Gurgaon, Haryana, India
This is regarding a Job Opportunity with a leading Bank Designation- AVP / DVP- Relationship Manager- SME / Mid Corporates Experience- 5-12 Years Location- Chennai What You'll do : Acquisition of N...Show more
Last updated: 9 hours ago • Promoted • New!
Urgent Opening- Sr Relationship Manager
Bajaj Capital Ltd • Gurgaon, Haryana, India
Designation- Relationship Manager / Sr Relationship Manager Job Profile : Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads a...Show more
Last updated: 7 hours ago • Promoted • New!
VenturEdu - Director - Investment & Advisory
VenturEdu • Gurgaon, India
As a Director of Investment & Advisory, you will play a key role in sourcing, evaluating, executing, and managing relationships with various investors.Key Responsibilities : ...Show more
Last updated: 26 days ago • Promoted
Channel Head - Direct HNI Sales - AMC
People Konnect • Gurgaon, Haryana, India
Position : Channel Manager - Direct HNI Experience : 10 - 16 years About the Role : We are looking for an experienced professional to drive HNI client acquisition, relationship management, and busi...Show more
Last updated: 9 hours ago • Promoted • New!
B2B Partnerships Associate
RegisterKaro • Gurugram, Haryana, India
The ideal candidate is proactive, strong in communication, and passionate about B2B sales and partnerships.Identify and qualify potential B2B partners through , industry platforms, and networks.Man...Show more
Last updated: 3 hours ago • Promoted • New!
CFP & Relationship Manager
Hireginie • Gurgaon, Haryana, India
Our Client : Is a leading fintech platform transforming the way new-age Indians manage their finances.By leveraging technology, we offer smarter, faster, and more convenient financial solutions.Wit...Show more
Last updated: 9 hours ago • Promoted • New!