Wealth ManagerTekPillar® • Chennai, India
Wealth Manager
TekPillar® • Chennai, India
13 days ago
Job descriptionMinimum 4–5 years in HNI Sales, Wealth Management or PCG Broking Must have handled clients with 25 Lakhs+ investment capability Previous team handling experience of at least 4 people Strong stability in career (2–3 years average tenure per company) Local market knowledge is mandatory Should have earned incentives in past roles Must be comfortable with field activity and individual contribution Graduate or Postgraduate in Finance or Marketing Certifications like CFP add advantage Candidates from HNI Broking / PCG Desk / Private Banking setups Strong understanding of financial markets and investment products Retail sales, telecalling, franchisee or online-only sales experience Candidates interviewed and rejected earlier
Location : Chennai
Industry : Wealth Management / Broking
Experience Required : 4 to 8 years
Team Size to Manage : 4–10 RMs
Role Overview
The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies.
Key Responsibilities
- Manage and mentor a team of RMs to acquire and service HNI clients
- Grow AUM through new client acquisition and deepening existing relationships
- Support the team in portfolio reviews and investment advisory
- Track the local Affluent and Super Affluent market for new business
- Keep the team updated on market trends and available investment options
- Work with the central research team on client-specific investment decisions
- Participate in client events, workshops and business development activities
Required Experience & Background
Qualifications
Preferred
Not Eligible
For More Information :
Komal B. / HR Team
Phone / WhatsApp :
Create a job alert for this search
Wealth Manager • Chennai, India
Related jobs
Job Title : Head of Wealth Management.The Head of Wealth Management will lead and manage the Wealth Management division of the NBFC, driving strategic growth, client acquisition, and relationship ma...Show more
Oversee client relationships, providing personalized financial advice and wealth management services.Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior tea...Show more
Product Head- Wealth Management
Saaki Argus & Averil Consulting • Chennai, Tamil Nadu, India
Quick Apply
Last updated: 30+ days ago
Sr. Relationship Manager / Wealth Management - (Chennai / Bangalore)
Confidential • Chennai, India
Relationship Manager - Wealth Management.Relationship Manager - Wealth Management.You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions throu...Show more
Last updated: 18 days ago • Promoted
Wealth Manager
INTEGRATED PERSONNEL SERVICES LIMITED • Chennai, India
Position Wealth Manager for Clients.Company Registered investment advisory company.Location Chennai, Hyderabad, Bangalore, Delhi.
Job Role : Channel Partner DSA / Channel / Advisors Acquisition...Show more
Last updated: 30+ days ago • Promoted
Leadership Role - Private Banker - Wealth Management Firm
Radiate Rays Consultants • Chennai, India
Our client, Prestigious Premium Wealth Management Firms, are actively hiring for Private Banking / Private Wealth roles.This is a fantastic opportunity for professionals passionate about wealth man...Show more
Last updated: 11 days ago • Promoted
Senior Wealth Manager
Nuvama Wealth • Chennai, Tamil Nadu, India
Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr.
NWM) is backed by the high-quality parentage of the E...Show more
Last updated: 18 hours ago • Promoted • New!
Manager - Learning & Development
Alight Solutions • Chennai, Tamil Nadu, India
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.Cha...Show more
Last updated: 24 days ago • Promoted
Purnartha Investment Advisors - Assistant Manager / Manager / Senior Manager - Wealth Management - HNI Acquisition
PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED • Chennai, India
JOB DISCRIPTION : Designation : Asst.Manager Job Role : Wealt...Show more
Last updated: 21 days ago • Promoted
QnQ Healthcare - Fund Manager
QnQ Healthcare Pvt Ltd • Chennai, India
Overview The Fundraising Manager will lead the companys capital-raising initiatives, targeting venture capital firms, High network Individuals, family offices, and institutiona...Show more
Last updated: 30+ days ago • Promoted
Associate Director & Wealth Specialist
Standard Chartered Bank • Chennai, Tamil Nadu, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 10 days ago • Promoted
Wealth Manager
TekPillar® • Chennai, Tamil Nadu, India
The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients.The role involves growing AUM, strengthening client relationships and guiding the te...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager - Employee Banking
Standard Chartered Bank • Chennai, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 3 hours ago • Promoted • New!
Wealth Acquisition Manager
FundsIndia Private Wealth • Chennai, Tamil Nadu, India
Company Description FundsIndia Private Wealth is India's leading investment platform, dedicated to providing seamless financial solutions tailored to investors' needs.
Leveraging cutting-edge techno...Show more
Last updated: 3 days ago • Promoted
Wealth manager
TekPillar® • Chennai, Tamil Nadu, India
Location : Chennai Industry : Wealth Management / Broking Experience Required : 4 to 8 years Team Size to Manage : 4–10 RMs.
Role Overview The Cluster Manager will lead a team of Relationship Managers ...Show more
Last updated: 3 hours ago • Promoted • New!
Customer Engagement Manager
Client of SolveCube • Chennai, Tamil Nadu, India
SolveCube is an award winning AI enabled Talent Solutions Platform for middle and senior level professionals.SolveCube is working with global consulting firms, mid and large enterprises across Asia...Show more
Last updated: 24 days ago • Promoted
Manager, Development
Standard Chartered Bank • Chennai, Tamil Nadu, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 30+ days ago • Promoted
Wealth Acquisition Manager
Confidential • Chennai, India
FundsIndia is one of India's largest investment and mutual fund platforms, managing nearly Rs.Recognized as the fastest-growing platform, FundsIndia has received several awards.The company believes...Show more
Last updated: 27 days ago • Promoted
Wealth Manager
Confidential • Chennai
Relationship Managers with prior experience of working in a Broking / Private.Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and.
Experience of advising clients across all a...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager - Wealth
Saaki Argus & Averil Consulting • Chennai, Tamil Nadu, India
Quick Apply
Last updated: 30+ days ago