Sr Investment Relationship Manager (AVP)Waytogo Consultants • erode, India
No longer accepting applications
Sr Investment Relationship Manager (AVP)
Waytogo Consultants • erode, India
20 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 • erode, India
Related jobs
)
Manager - CRM
Emeritus • Erode, IN
Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show more
Last updated: 30+ days ago • Promoted
Equity Dealer
HDFC securities • Erode, Tamil Nadu, India
Achieving the targets by generating brokerage through dealing.Generating revenue through third party products.Adhere to dealing room conduct as prescribed by the HSL.
Ensure the internal processes a...Show more
Last updated: 28 days ago • Promoted
NR Relationship Manager
Kotak Mahindra Bank • erode, India
Acquire new NRI clients and build long-term relationships.Cross-sell banking and investment products (liabilities, assets, forex, insurance, mutual funds).
Ensure accurate documentation, KYC, and RB...Show more
Last updated: 20 hours ago • Promoted • New!
Senior T24 Developer - Investment Banking
Systems Limited • Erode, IN
The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations.
This role involves leading the end-to-end delivery of T24 techni...Show more
Last updated: 19 days ago • Promoted
Director-FCCS Consolidations(Oracle Financial) Delivery
Sutherland • Erode, IN
For business leaders, these are key factors of success.For us, they’re our core expertise.We work with iconic brands worldwide.
We bring them a unique value proposition through market-leading techno...Show more
Last updated: 15 days ago • Promoted
Relationship Manager
Petpooja • erode, India
Petpooja Restaurant Billing Platform.You will represent Petpooja in the market, drive sales targets, and ensure customer satisfaction.
Two-wheeler with a valid driving license.Generate leads through...Show more
Last updated: 30+ days ago • Promoted
Associate Manager - Collateral Risk
Navi • erode, India
The Credit Strategy team at Navi is responsible for developing and optimizing underwriting strategies across our key lending products.
The team owns and drives key underwriting metrics, asset qualit...Show more
Last updated: 20 hours ago • Promoted • New!
Cybersecurity Sales Director
Kapalins • Erode, IN
With a vendor-neutral approach and deep industry expertise, we help businesses adopt a.Our services are built around the.
CIA triad — Confidentiality, Integrity, and Availability.From enterprise con...Show more
Last updated: 30+ days ago • Promoted
Investor Relation Executive
Talentoj • Erode, IN
Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems.
You have basic financial knowledge.Show more
Last updated: 25 days ago • Promoted
Customer Relationship Management Manager
Limelight Lab Grown Diamonds • erode, India
Minimum 3-4 plus years of experience in CRM, ORM, or customer lifecycle roles preferably in luxury, fashion, jewelry, or high-end retail.
Strong command of CRM tools (e.Zoho CRM, Salesforce, HubSpot...Show more
Last updated: 14 hours ago • Promoted • New!
Contract Manager
Riviera Partners • Erode, Tamil Nadu, India
Riviera is seeking a Contracts Manager to join our dynamic team.In this role, you’ll play a key part in managing the full contract lifecycle across sales, vendor, and partner agreements.We’re looki...Show more
Last updated: 28 days ago • Promoted
Senior Investment Professional
SLK • Erode, IN
Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show more
Last updated: 30+ days ago • Promoted
VP Strategy & New Initiatives
Hoora • erode, India
Hoora is seeking an AVP – D2C to lead the end-to-end strategy, growth, and operations of our Direct-to-Consumer vertical.
This role carries full P&L ownership and is responsible for scaling GMV, AOV...Show more
Last updated: 14 hours ago • Promoted • New!
AVP / DVP - Corporate Sales - Employee Benefits
TATA AIG General Insurance Company Limited • erode, India
Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG).Since its set-up in 2001, the Company has grown strongly to emerge as the pre...Show more
Last updated: 20 hours ago • Promoted • New!
Senior Manager – Strategic Finance
Air India SATS Airport Services Private Limited (AISATS) • Erode, IN
ABOUT AIR INDIA SATS AIRPOST SERVICES PRIVATE.AISATS, a leading gateway services provider in India, is a 50-50 joint venture between Air India Limited (a part of the TATA Group) and SATS Limited, a...Show more
Last updated: 21 days ago • Promoted
Relationship Manager
PurpleFinch • Erode, IN
PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.
We specialize in providing tailored financial solutions, includ...Show more
Last updated: 15 hours ago • Promoted • New!
Senior Associate- FIG
Acuity Knowledge Partners • erode, India
We are looking for a passionate, energetic individual to join our Lending Services division.You will be part of team working as an extension to our European and US clients ensuring we fulfil the ap...Show more
Last updated: 14 hours ago • Promoted • New!
Commercial Advisor
kimbocorp • Erode, IN
Commercial Advisor – Build Million-Dollar Holding Companies from Your Jurisdiction.Freelance with strong potential for retainer or fixed compensation.
USD 3,000 to 20,000+ per month (performance-bas...Show more
Last updated: 30+ days ago • Promoted