Financial Relationship ManagerSBNRI • Haryāna, Republic Of India, IN
Financial Relationship Manager
SBNRI • Haryāna, Republic Of India, IN
6 days ago
Job description6–15 years of hands-on experience in Wealth / Investment Advisory. Strong track record managing NRI & RI clients. Deep product knowledge across MF, PMS & AIF. Great communicator, relationship builder, and self-starter. SEBI / NISM certifications are a plus.
AVP / Senior Manager – Wealth
📍 Gurgaon | Hybrid 🕓 Experience : 6–15 years
About the Role :
We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role is for you.
What You’ll Do :
- Manage and grow high-value NRI & RI portfolios.
- Craft investment strategies across MF, PMS & AIF.
- Build long-term client trust through smart, data-driven advisory.
- Stay ahead of market trends and product innovations.
- Collaborate with cross-functional teams to enhance client experience.
What We’re Looking For :
Why Join Us :
Work with a fast-growing fintech reshaping wealth for the new India.
Hybrid setup. High ownership. Real impact.
CTC - As per standard.
Create a job alert for this search
Relationship Manager • Haryāna, Republic Of India, IN
Related jobs
)
Financial Planning Manager
Trzy Innovationz • Haryāna, Republic Of India, IN
TRZY is an event production company based in Gurgaon.With more than 17 years of experience, we specialize in planning and executing highly effective corporate events, brand promotions, and movie as...Show more
Last updated: 6 days ago • Promoted
Relationship Manager
TP • Haryāna, Republic Of India, IN
Job Profile : Relationship Manager – High Net-Worth Clients.We are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferab...Show more
Last updated: 3 days ago • Promoted
Financial Analysis Manager
Alight Solutions • Haryāna, Republic Of India, IN
At Alight, we believe a company’s success starts with its people.At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.Ch...Show more
Last updated: 6 days ago • Promoted
Mutual Fund Sales Manager
ZFunds • Haryāna, Republic Of India, IN
Kindly share your resume at hr@zfunds.Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month.
Along with that you have to achieve your own targe...Show more
Last updated: 5 days ago • Promoted
Financial Learning Facilitator
PineQ Lab Technology • Haryāna, Republic Of India, IN
We are hiring a highly specialized.Centered on in-depth instruction on.Covering the end-to-end lifecycle and reconciliation of international securities transactions.
CFA / Steuerberater preferred), an...Show more
Last updated: 1 day ago • Promoted
Client Relations Manager
AstroKarma - Astrology, Tarot and Horoscope | Formerly Jaanemann • Haryāna, Republic Of India, IN
Eleven Group is a fast-growing business conglomerate with a strong presence across diverse sectors including HealthTech, IT Services, Digital Solutions, Real Estate, NBFC, Wellness, and more.We are...Show more
Last updated: 6 days ago • Promoted
Financial Planning Manager
Alight Solutions • Haryāna, Republic Of India, IN
At Alight, we believe a company’s success starts with its people.At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.Ch...Show more
Last updated: 6 days ago • Promoted
Client Relationship Manager
Officebanao • Haryāna, Republic Of India, IN
The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization.
You are comfortable handling large amounts of data, acting as a busin...Show more
Last updated: 6 days ago • Promoted
Financial Wellness Director
Trzy Innovationz • Haryāna, Republic Of India, IN
TRZY is an event production company based in Gurgaon.With more than 17 years of experience, we specialize in planning and executing highly effective corporate events, brand promotions, and movie as...Show more
Last updated: 6 days ago • Promoted
Financial Reporting Manager
Air India SATS Airport Services Private Limited (AISATS) • Haryāna, Republic Of India, IN
Job Objective & Key Responsibilities.Perform reconciliations for customer and vendor ledgers, and inter-company transactions.
Review and verify supplier invoices in line with contractual agreements,...Show more
Last updated: 6 days ago • Promoted
SCF Sales & Financial Partnerships Manager
Eximple • Haryāna, Republic Of India, IN
Role : Supply Chain Finance (Sales & Partnerships).Eximple is an AI-powered export fulfilment platform built for Indian SMEs.
We help small and mid-sized businesses go global by managing their end-to...Show more
Last updated: 6 days ago • Promoted
Manager - Investor Acquisition & Hni Relations
SÀWAI • Haryāna, Republic Of India, IN
Investor Acquisition & HNI Relations Professionals for its.We are seeking experienced professionals with strong access to HNIs, UHNIs, and Family Offices.
This role is designed for individuals who h...Show more
Last updated: 4 days ago • Promoted
Investment Solutions Team Lead
ZFunds • Haryāna, Republic Of India, IN
Kindly share your resume at hr@zfunds.Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month.
Along with that you have to achieve your own targe...Show more
Last updated: 5 days ago • Promoted
Financial Controls Leader
CarDekho Group • Haryāna, Republic Of India, IN
Design and enforce robust control mechanisms for end-to-end revenue flow - from booking to realization - across large transaction volumes and multiple business units.
Monitor daily inflows / outflows ...Show more
Last updated: 6 days ago • Promoted
Financial Services Sales Leader
ZFunds • Haryāna, Republic Of India, IN
Kindly share your resume at hr@zfunds.Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month.
Along with that you have to achieve your own targe...Show more
Last updated: 5 days ago • Promoted
Financial Planning Director
ARISE IIP • Haryāna, Republic Of India, IN
ARISE is a pan-African infrastructure and logistics solutions company developing ecosystems designed to make Africa thrive.
It was started in 2010 and within a span of a decade, it has grown to have...Show more
Last updated: 6 days ago • Promoted
Investor Relations Manager
MetaMorph • Haryāna, Republic Of India, IN
We at MetaMorph, empower startups to scale and innovate by placing people at the centre of their strategy.With a proven track record of supporting over 220 startups, we specialise in aligning talen...Show more
Last updated: 5 days ago • Promoted
Financial Planning Lead
Trzy Innovationz • Haryāna, Republic Of India, IN
Trzy Innovationz is a creative marketing agency specializing in movie and OTT show marketing, experiential campaigns, on-ground activations, and out-of-home innovations.
We work with top studios and...Show more
Last updated: 6 days ago • Promoted