Wealth ManagerTekPillar® • thiruvananthapuram, kerala, in
No longer accepting applications
Wealth Manager
TekPillar® • thiruvananthapuram, kerala, in
10 hours 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
Wealth Manager • thiruvananthapuram, kerala, in
Related jobs
Associate Engagement Manger
Confidential • Thiruvananthapuram / Trivandrum, India
While technology is the heart of our business, a global and diverse culture is the heart of our success.We love our people and we take pride in catering them to a culture built on transparency, div...Show more
Last updated: 12 hours ago • Promoted • New!
Acquisition Manager
Motilal Oswal Financial Services Ltd • Kollam, 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 more
Last updated: 15 hours ago • Promoted • New!
PPC / Growth Manager
Quicklly • Kollam, 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 more
Last updated: 30+ days ago • Promoted
Staffing Sales Manager
CareCone Group • Kollam, IN
CareCone is dedicated to finding effective staffing solutions for your organization.For our clients, we act as an extension to their company.
This enables us to locate candidates that meet the hirin...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Dalmia Wealth Pvt Ltd • Kollam, Republic Of India, IN
Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India.We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client...Show more
Last updated: 3 hours ago • Promoted • New!
Urgent Opening- Sr Manager / Chief Manager- Wealth Management
Bajaj Capital Ltd • kollam, India
Designation- Sr Manager / Chief Manager / Wealth Management.Develop and provide solutions to the client’s basis their requirements.
Conduct timely and regular follow-up with the leads and tag them on ...Show more
Last updated: 8 hours ago • Promoted • New!
Wealth Manager
Motilal Oswal Financial Services Ltd • kollam, India
Client Acquisition & Relationship Management.Acquire and onboard HNI / UHNI clients via referrals, networking, and market mapping.
Build long-term, trust-based relationships and act as a single point ...Show more
Last updated: 8 hours ago • Promoted • New!
Affiliate & Retention Manager (iGaming)
Valor.Partners • Thiruvananthapuram, 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 more
Last updated: 1 day ago • Promoted
Business Development Manager (US Staffing Services)
Integration International Inc. • Kollam, 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 more
Last updated: 30+ days ago • Promoted
Entrepreneur
iQuery Australia • Thiruvananthapuram, IN
Query Australia is committed to empowering individuals by focusing on education to nurture careers aligned with their personal values.
The organization supports students in achieving placements at t...Show more
Last updated: 1 day ago • Promoted
Wealth Manager
TekPillar® • Thiruvananthapuram, Republic Of India, IN
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: 3 hours ago • Promoted • New!
Global Wealth Manager
SBNRI • Thiruvananthapuram, Republic Of India, IN
You’ll bring deep expertise in.If you thrive in a fast-paced, high-growth fintech setup — this role is for you.Manage and grow high-value NRI & RI portfolios.
Craft investment strategies across MF, ...Show more
Last updated: 3 hours ago • Promoted • New!
Engagement Manager
Quantiphi • Thiruvananthapuram, Kerala, India
The Engagement Manager - GCP Cloud Platform & Data is responsible for overseeing the end-to-end delivery, governance, and customer engagement for Google Cloud Platform (GCP) managed services.This i...Show more
Last updated: 1 day ago • Promoted
VP - UHNI Engagement
ATRIOS Consulting • Kollam, IN
We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show more
Last updated: 10 days ago • Promoted
Wealth Manager
D. R. Share & Stock Brokers pvt. Ltd. • Thiruvananthapuram, Republic Of India, IN
We’re Hiring : Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management).Location : Chandigarh (On-Site).
Zoom meetings, portfolio reviews, and long-term relationship buil...Show more
Last updated: 3 hours ago • Promoted • New!
Manager Partnerships & Alliances
National Road Safety Mission • Kollam, 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 more
Last updated: 1 day ago • Promoted
Associate Director – Learning & Development
QBurst • Thiruvananthapuram, IN
We are looking for a seasoned and visionary Learning & Development (L&D) leader to drive our learning strategy and capability-building initiatives across the organization.With 15–20 years of progre...Show more
Last updated: 10 days ago • Promoted
International Wealth Management - Business Management – Associate
Nomura • Thiruvananthapuram, Republic Of India, IN
Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions.By connecting markets East & West, Nomura services the needs of individuals, i...Show more
Last updated: 3 hours ago • Promoted • New!