No longer accepting applications

Wealth Manager

TekPillar®Alwar, IN

30+ days ago

Job description

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

Minimum 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

Qualifications

Graduate or Postgraduate in Finance or Marketing

Certifications like CFP add advantage

Preferred

Candidates from HNI Broking / PCG Desk / Private Banking setups

Strong understanding of financial markets and investment products

Not Eligible

Retail sales, telecalling, franchisee or online-only sales experience

Candidates interviewed and rejected earlier

For More Information :

Komal B. / HR Team

Phone / WhatsApp : +91 93289 59079

Create a job alert for this search

Wealth Manager • Alwar, IN

Related jobs

Promoted

Affiliate Manager - Lead Generation

Crossblade Media LLCAlwar, IN

Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multiple vertical...Show moreLast updated: 1 day ago

Promoted

Contract Lifecycle Manager

ORO LabsAlwar, IN

ORO Labs is an agentic procurement orchestration company on a mission to humanize the procurement experience.Founded in 2020 by former SAP Ariba product leaders, ORO delivers effortless user experi...Show moreLast updated: 2 days ago

Promoted

Affiliate & Retention Manager (iGaming)

Valor.PartnersAlwar, IN

We are looking for a specialist who can combine partner management with player retention.A strong understanding of the iGaming market, analytics, and effective communication is essential.Gaming in ...Show moreLast updated: 9 days ago

Promoted
New!

Affiliate Marketing Manager

AppsClicksAlwar, IN

AppsClicks is a leading mobile performance marketing agency that uses AI, machine learning, and data analytics to connect clients with the right users. With offices in Tel Aviv and Lisbon, we delive...Show moreLast updated: 20 hours ago

Promoted

Business Development Partner (Commission-Based)

im24x7 Delta Solutions FZCOAlwar, IN

AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show moreLast updated: 13 days ago

Promoted
New!

Affiliate Manager

Litadz Mediaalwar, rajasthan, in

Litadz Media is a digital marketing and branding agency that specializes in crafting compelling stories, captivating designs, and effective strategies to propel brands into the digital stratosphere...Show moreLast updated: 6 hours ago

Promoted

Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

ConfidentialAlwar, India

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show moreLast updated: 18 days ago

Promoted

Business Development Manager (US Staffing Services)

Integration International Inc.Alwar, IN

Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested. A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show moreLast updated: 30+ days ago

Promoted
New!

Donor Relations & Partnerships Associate

Leap 300alwar, India

JD : Donor Relations & Partnerships Associate.Leap 300 : Non-Governmental Organisation (NGO).A high-impact sales and partnerships role for someone who thrives on building relationships, driving renew...Show moreLast updated: 5 hours ago

Promoted

Acquisition Manager

Motilal Oswal Financial Services LtdAlwar, IN

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from...Show moreLast updated: 8 days ago

Promoted

Partnership & Product Development Manager

DOOR International South East AsiaAlwar, IN

DOOR International Southeast Asia.Partnerships C Product Development Manager.Remote – Mumbai / Bangalore / Delhi / Vadodara. B2B / Professional Services / Learning C Development / Consulting.We are seekin...Show moreLast updated: 1 day ago

Promoted

Manager Partnerships & Alliances

National Road Safety MissionAlwar, IN

Hiring : Manager – Partnerships & Alliances (2–5 Years).National Road Safety Mission (NRSM).India’s largest structured road-safety education program for children & youth. Manager – Partnerships & All...Show moreLast updated: 9 days ago

Promoted

Business Development Manager - US Staffing (B1 visa in 1 year)

Cortex Consultants LLCAlwar, IN

Cortex Consultants LLC is a global workforce solutions provider and trusted partner in offshoring and staffing services.With over 15 years of experience, Cortex specializes in technology staffing a...Show moreLast updated: 3 days ago

Promoted
New!

Training and Development Manager

JoVEalwar, rajasthan, in

We’re seeking a results-driven Training & Development Specialist to lead the design and delivery of high impact learning programs across our global organization. The ideal candidate will proactively...Show moreLast updated: 22 hours ago

Promoted

Manager, Growth Marketing - Web Acquisition

MavlersAlwar, IN

Full-Time Employee Based Contract.AM to 3 : 00 PM IST (USA based client).Immediate Joiners OR 15 Days (1st Choice ONLY).Little Passports is seeking a strategic, analytical, and performance-driven.In ...Show moreLast updated: 1 day ago

Promoted

Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership

ISG (Information Services Group)Alwar, IN

Leading Global Technology Research & Advisory Firm | ISG (isg-one.Wanted : dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all the autonomy you need to help ou...Show moreLast updated: 30+ days ago

Promoted

Wealth Advisory | MF | AIF | PMS | Stock

Dhan SaarthiAlwar, IN

Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 1 day ago

Promoted

PPC / Growth Manager

QuickllyAlwar, IN

Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show moreLast updated: 30+ days ago