Sr Investment Relationship Manager (AVP)Waytogo Consultants • thoothukudi, India
Sr Investment Relationship Manager (AVP)
Waytogo Consultants • thoothukudi, India
9 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 • thoothukudi, India
Related jobs
)
Cfp & Sr. Relationship Manager / Investment Advisor
Hireginie • Thoothukudi, Republic Of India, IN
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.With over ₹1000 ...Show more
Last updated: 7 days ago • Promoted
Director-FCCS Consolidations(Oracle Financial) Delivery
Sutherland • Thoothukudi, 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
Senior Manager – Strategic Finance
Air India SATS Airport Services Private Limited (AISATS) • Thoothukudi, 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: 20 days ago • Promoted
Contract Manager
Riviera Partners • Thoothukudi, IN
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: 27 days ago • Promoted
Sr Investment Relationship Manager
Waytogo Consultants • Thoothukudi, 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: 11 hours ago • Promoted • New!
Senior T24 Developer - Investment Banking
Systems Limited • Thoothukudi, 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
Senior Investment Professional
SLK • Thoothukudi, 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
Investor Relation Executive
Talentoj • Thoothukudi, 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: 24 days ago • Promoted
Commercial Advisor
kimbocorp • Thoothukudi, 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
FI - SD - MM - SAC Roles (US based)
deBCor Engineering • Thoothukudi, IN
BCor Engineering is comprised of platinum-level SAP consultants with unparalleled expertise and a history of successful S4 implementations.
Our team provides strategic and execution consulting, spec...Show more
Last updated: 10 days ago • Promoted
Relationship Manager
PurpleFinch • Thoothukudi, 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: 4 hours ago • Promoted • New!
Sr. Business Intelligence Manager ( Fintech )
Vettio • Thoothukudi, IN
The Senior Business Intelligence (BI) Manager will play a pivotal role in developing and executing the BI strategy, leveraging data to drive informed decision-making, and ensuring data integrity an...Show more
Last updated: 16 days ago • Promoted
Principal Portfolio Manager
Artha Group • Thoothukudi, IN
Artha Group is a performance-first investment house managing ₹1,500 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies...Show more
Last updated: 8 days ago • Promoted
Manager - CRM
Emeritus • Thoothukudi, 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
Sr. / Manager TPM
BrightEdge • Thoothukudi, IN
Just seeking some good talent!.At BrightEdge, we innovate at the intersection of AI, SEO, and enterprise growth.We’re not just shaping the future of enterprise SEO and content performance; we’re al...Show more
Last updated: 8 days ago • Promoted
Finance Manager
Chartered Institute of Professional Certifications • Thoothukudi, IN
The Chartered Institute of Professional Certifications is a global leader in professional development, delivering internationally recognized certification programs to senior executives, industry pr...Show more
Last updated: 10 days ago • Promoted
Senior Manager
Lactalis India • Thoothukudi, IN
Description : Manager – Accounts Payable & Accounts Receivable (Shared Services).Department : Finance Shared Services.Reports To : Head – Finance & Accounts.
Location : Lactalis India, Chennai.To lead a...Show more
Last updated: 22 days ago • Promoted
Cybersecurity Sales Director
Kapalins • Thoothukudi, 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