Senior Relationship ManagerISOLN Wealth • Kollam, IN
No longer accepting applications
Senior Relationship Manager
ISOLN Wealth • Kollam, IN
22 days ago
Job descriptionExperience : 5-7 years of relevant experience in Private Banking or Wealth Management. Client Base : Possesses an existing HNI client portfolio. Network : Strong professional connections within Corporate and SME segments. Product Knowledge : Excellent understanding of investment products across asset classes. Communication : Exceptional communication, presentation, and interpersonal skills. Personality : Confident, self-motivated, and target-driven. Client Focus : Ability to build long-term relationships based on trust and deliver high-quality advisory services.
Job Summary :
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, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.
Key Responsibilities :
- Acquire and manage relationships with HNI and Ultra-HNI clients.
- Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals.
- Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth.
- Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions.
- Develop a strong sales pipeline for short, medium, and long-term business growth.
- Offer strategic investment advice and cross-sell relevant financial products.
- Ensure timely communication and updates on portfolio performance and market developments.
- Collaborate with internal teams to enhance client experience and ensure compliance with company policies.
Required Skills & Attributes :
Education : Graduate / Post-Graduate in Marketing or Finance
CTC : ₹15 – ₹20 LPA
Experience : 5-7 years in Private Banking or Wealth Management
Working Days : Monday to Saturday
Employment Type : Full-time
Create a job alert for this search
Relationship Manager • Kollam, IN
Related jobs
Senior Manager – CRM (Growth Marketing)
Emeritus • Kollam, IN
Senior Manager – CRM (Growth Marketing).As a part of Emeritus, you’ll play a key role in shaping CRM strategy and execution to engage our expanding global learner base.
The ideal candidate will comb...Show more
Last updated: 2 days ago • Promoted
Institutional Sales & Distribution Manager (North & West India)
Nutririte Foods • Kollam, IN
Nutririte Foods (BingeSpot) is a growing frozen RTE foods manufacturer specializing in.Patties, Wadas, Bites, Nuggets and Samosas.
We are now expanding our institutional footprint with three strateg...Show more
Last updated: 1 day ago • Promoted
Senior Manager – Crm (Growth Marketing)
Emeritus • Kollam, Republic Of India, IN
Senior Manager – CRM (Growth Marketing).As a part of Emeritus, you’ll play a key role in shaping CRM strategy and execution to engage our expanding global learner base.
The ideal candidate will comb...Show more
Last updated: 1 day ago • Promoted
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
Crypto Trading & BlockChain MENTOR
Delta International Institute • Kollam, IN
Delta International Institute is dedicated to educating individuals on generating a passive income through consistent trading in financial markets.
Authorized by the Knowledge and Human Development ...Show more
Last updated: 1 day ago • Promoted
Senior Manager
Lactalis India • Kollam, 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: 24 days ago • Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCO • Kollam, 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 more
Last updated: 25 days ago • Promoted
Senior Manager - Sales ( SAAS and Enterprise)
Netradyne • Kollam, IN
Computer Vision and Edge Computing to revolutionize the modern-day transportation ecosystem.We are a leader in fleet safety solutions.
With growth exceeding 4x year over year, our solution is quickl...Show more
Last updated: 30+ days ago • Promoted
Credit Manager
Oyster HR — Global Remote Team • Kollam, IN
Job Opportunity : Credit Manager (Part-Time).Oyster HR — Global Remote Team.At Oyster HR, we partner with leading global businesses to help them hire, manage, and empower talent anywhere in the worl...Show more
Last updated: 12 days ago • Promoted
Senior Recruiter (US Hiring)
TopHire.co • Kollam, IN
Multiple options : 3pm to 12am IST, 4pm to 1am IST, 5pm to 2am IST, 6pm to 3am IST, 7pm to 4am IST.TopHire helps leading companies discover and hire top talent faster.
We combine a curated network of...Show more
Last updated: 30+ days ago • Promoted
Senior Mortgage Underwriter
Future Mortgage • Kollam, IN
Future Mortgage is revolutionizing the mortgage industry by connecting Wall Street to brokers, replacing outdated legacy technology, and offering fully white-labeled loan origination solutions.Oper...Show more
Last updated: 19 hours ago • Promoted • New!
Grow with a brand that’s shaping the future of real estate advisory!
SeedWill Consulting • Kollam, IN
SeedWill Consulting, a fast-growing leader in the real estate domain, is expanding and hiring for multiple positions — Sales Head, Branch Sales Head, Sales Manager, and Sales Executive across Gurga...Show more
Last updated: 3 hours ago • Promoted • New!
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
Real Estate Sales Coach
Greenfields Real Estate • Kollam, IN
The ideal candidate will be responsible for finding prospective clients, understanding their criteria, and find living spaces that fit this criteria.
You will then negotiate rent and drive our buyer...Show more
Last updated: 24 days ago • Promoted
Contract Lifecycle Manager
ORO Labs • Kollam, 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 more
Last updated: 15 days ago • Promoted
Business Development Manager (US Staffing Operations)
Skysoft Inc. • Kollam, IN
Job Title : Business Development Manager (US Staffing Operations).Location : Hyderabad, India / Remote (US Operations + US work business hours).
Compensation : Competitive Monthly Salary + Attractive C...Show more
Last updated: 9 hours ago • Promoted • New!
Team Lead BD (Forex & CFD)
PU Prime • Kollam, IN
The Business Development Manager will be responsible for generating sales and driving revenue growth by offering CFD, Forex products and services.
This role involves identifying new sales opportunit...Show more
Last updated: 15 days ago • Promoted
Senior Investment Professional
SLK • Kollam, 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