Relationship Manager - Wealth
Alpha AlternativesDelhi, India2 days ago
Job descriptionProfessional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs etc MBA from premium business schools / CA / CFA or equivalent may have an edge Direct linkage with / relationships with UHNI's and corporates across location Proven sales experience in a client relationship role within the wealth management / Corporate Banking / Asset management space Team player with an entrepreneurial predisposition and strong interpersonal and managerial skills. Intellectually strong with high levels of energy.
The person shall be responsible :
- To build and manage relationships with UHNI's in designated location including family offices and Corporates.
- To think strategically about building and scaling up a client relationship management platform
- To understand the nuances of each product and strategy and build investor portfolio accordingly
- To conceptualise and deliver quality advise and excellent investor service
- Continuously explore referencing and cross selling opportunities across the various investment management products of the firm
Desired Profile :
(ref : iimjobs.com)
Create a job alert for this search
Relationship Manager • Delhi, India
Related jobs
- Promoted
Wealth Manager | Private Banker | Pan India
MetaMorphDelhi, India, India Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune.We’re expanding our Wealth Management team and looking for seasoned.
Private Bankers / Senior Wealth ...Show moreLast updated: 5 days ago
- Promoted
Equity Relationship Manager
InCred CapitalDelhi, India InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth.
Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager
PetpoojaDelhi, India Roles and Responsibilities : Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including busine...Show moreLast updated: 4 days ago
- Promoted
Relationship Manager
Drip CapitalDelhi, India About Drip Capital We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and mediu...Show moreLast updated: 15 days ago
- Promoted
Wealth Manager
Integrated Personnel Services LimitedDelhi, India, India Location : Delhi, Hyderabad, Bangalore, Chennai.Key Responsibilities & Accountabilities.Will be responsible for primarily selling Equity based investment products.
Responsible for identifying custom...Show moreLast updated: 15 days ago
- Promoted
Relationship Manager
Vivriti CapitalDelhi, India Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 21 days ago
- Promoted
Wealth Manager
KG Engineering & ConsultancyDelhi, India, India Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 6 days ago
- Promoted
Sr NRI Wealth Relationship Manager
NRI NiveshDelhi, India Job Title : Senior NRI Wealth Relationship Manager.Experience : 5 years + in BFSI / HNI / NRI investments.Are you passionate about building deep, meaningful relationships with high-value clients across t...Show moreLast updated: 1 day ago
- Promoted
Wealth Manager
Nuvama WealthDelhi, India Wealth Manager | Partner Business Job Overview.We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth p...Show moreLast updated: 15 days ago
- Promoted
Relationship Manager - Affluent
Kotak Mahindra BankDelhi, India Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers • Sources new bank customers through external individual efforts ...Show moreLast updated: 13 days ago
- Promoted
Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.Delhi, India Job Description : Relationship Manager - Wealth Experienced (Minimum 3 years) : .Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: 21 days ago
- Promoted
Relationship Manager
TPDelhi, India 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 moreLast updated: 15 days ago
- Promoted
Wealth Manager
TIGI HRDelhi, India Wealth Manager – HNI Acquisition (Asst.Locations : Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi.
We are seeking highly motivated and dynamic professionals to join our...Show moreLast updated: 13 days ago
- Promoted
Wealth Manager - Coimbatore
upGrad RekrutDelhi, India Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction.
Key duties include providing financial advisory services for high-net-wort...Show moreLast updated: 14 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdNew Delhi, Delhi, India 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 moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Policybazaar for BusinessDelhi, Delhi, India About Policybazaar for Business : Policybazaar for Business is the B2B vertical of Policybazaar.India’s leading online insurance marketplace.
We specialize in providing customized insurance solution...Show moreLast updated: 4 days ago
- Promoted
Wealth Manager
MetaMorphDelhi, India Customer Acquisition Minimum of 1 Cr.Cr and above investable surplus.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.Manage Private Wealth, ...Show moreLast updated: 7 days ago
- Promoted
Associate Relationship Manager
SmartQDelhi, India We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our clients' requ...Show moreLast updated: 21 days ago