HNW Relationship LeadTekPillar® • Chennai, Republic Of India, IN
HNW Relationship Lead
TekPillar® • Chennai, Republic Of India, IN
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 : +91 93289 59079
Create a job alert for this search
Relationship Lead • Chennai, Republic Of India, IN
Related jobs
)
Relationship Manager
Anand Rathi Global Finance Limited • Republic Of India, IN
Primary Job Responsibilities : .Sourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.
Good understanding of various programs like Vanilla income, Low LTV, Banking...Show more
Last updated: 10 days ago • Promoted
Relationship Development Lead
The Hiring Company • New Delhi, Republic Of India, IN
Partnership Lead – Fintech / Lending.By leveraging a strong lender network and a tech-first approach, we simplify borrowing for business owners and enable partners such as.Chartered Accountants, re...Show more
Last updated: 30+ days ago • Promoted
Client Relationship Lead
Anand Rathi Share and Stock Brokers Ltd • Republic Of India, IN
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show more
Last updated: 6 days ago • Promoted
Client Relationship Lead
CES • Chennai, Republic Of India, IN
In this pivotal role, you’ll serve as a.You’ll collaborate cross-functionally with.Product, Engineering, and Customer Success.
Understand client goals, challenges, and IT landscapes.Business, Comput...Show more
Last updated: 10 days ago • Promoted
Relationship Manager
TP • Republic Of India, IN
This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show more
Last updated: 30+ days ago • Promoted
Lender Relations Manager
CarTrade Tech Ltd. • Republic Of India, IN
CarTrade Tech is looking for a dynamic professional to join our.If you understand the auto finance ecosystem and love building high-impact business relationships, this role is for you!.Drive monthl...Show more
Last updated: 12 days ago • Promoted
HNW Relationship Manager
Zuari Management Services Ltd. • New Delhi, Republic Of India, IN
The role would be part of a new line of product and service offerings to grow the portfolio and business of our client in the Broking Industry.
The incumbent is expected to assist the Branch Manager...Show more
Last updated: 5 days ago • Promoted
Private Banking Relationship Lead
Anand Rathi Share and Stock Brokers Ltd • Pune, Republic Of India, IN
The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client.
He would be responsible for acquiring High Net Worth relationships and ...Show more
Last updated: 30+ days ago • Promoted
HNW Relationship Manager
KG Engineering & Consultancy • Republic Of India, IN
Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of.
Motilal Oswal Financial Services (MOFSL).Indian financ...Show more
Last updated: 24 days ago • Promoted
Premier Client Relationship Lead
Anand Rathi Share and Stock Brokers Ltd • Nagpur, Republic Of India, IN
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show more
Last updated: 30+ days ago • Promoted
Senior Relationship Manager
ISOLN Wealth • India
We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team.The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients,...Show more
Last updated: 16 days ago • Promoted
Relationship Manager
upGrad Rekrut • Republic Of India, IN
Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show more
Last updated: 30+ days ago • Promoted
Nbbl - Associate / Senior Associate - Relationship Manager
National Payments Corporation Of India (NPCI) • Republic Of India, IN
The Relationship Manager will be responsible for managing and strengthening partnerships with Technology Service Providers (TSPs) within the NBBL ecosystem.
This role focuses on driving business gro...Show more
Last updated: 15 days ago • Promoted
Dealer Relations Manager
MM Foam India • New Delhi, Republic Of India, IN
About MM Foam : Founded in 1957, MM Rubber Company Ltd.With over six decades of expertise, the company has consistently set industry standards, blending innovation with time-tested craftsmanship.Ren...Show more
Last updated: 6 days ago • Promoted
NBBL Ecosystem Growth Lead
National Payments Corporation Of India (NPCI) • Republic Of India, IN
The Relationship Manager will be responsible for managing and strengthening partnerships with Technology Service Providers (TSPs) within the NBBL ecosystem.
This role focuses on driving business gro...Show more
Last updated: 15 days ago • Promoted
Client Relationship Lead
TP • Republic Of India, IN
This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show more
Last updated: 17 days ago • Promoted
Private Client Relationship Lead
Client of Prudent HR Consultant LLP • New Delhi, Republic Of India, IN
About the Role - The role is with NBFC.As a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of...Show more
Last updated: 14 days ago • Promoted
Premier Client Relationship Manager
CoinDCX • Republic Of India, IN
You need to be a HODLer of these : .Bachelor's degree in Business Administration, Finance, Economics, or a related field.
You will be mining through these tasks : .Track the weekly / monthly / quarterly...Show more
Last updated: 6 days ago • Promoted