No longer accepting applications

Wealth Manager

TekPillar®tumakuru, karnataka, in

8 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 • tumakuru, karnataka, in

Related jobs

Promoted

Global Learning & Development (L&D) Manager

Office Beacon ASPLtumakuru, karnataka, in

Global Learning & Development (L&D) Manager.Own our global learning ecosystem frameworks, curriculum, platforms, and forums to upskill employees and leaders and drive measurable performance.Build a...Show moreLast updated: 18 days ago

Promoted
New!

Engagement Manager - Analytics Consulting (Strategic Revenue Management)

Tiger AnalyticsBangalore (division)

Tiger Analytics is a global leader in AI and analytics, helping Fortune 1000 companies solve their toughest challenges.We offer full-stack AI and analytics services & solutions to empower businesse...Show moreLast updated: 10 hours ago

Promoted

Relationship Manager-Two Wheeler Finance-Sales

ConfidentialTumkur, India

As a Relationship Manager, you will be the face of our company, representing Kotak Mahindra Prime Ltd in the market.Your primary focus will be on developing and nurturing relationships with custome...Show moreLast updated: 3 days ago

Promoted

Manager Partnerships & Alliances

National Road Safety MissionTumkur, IN

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

Promoted
New!

Leadership - Wealth Management

Wealth Management FirmGreater Bengaluru Area, India

Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟.We are partnering with one of India’s leading Wealth Management firms to hire a. Lead and oversee regional / business vertical p...Show moreLast updated: 15 hours ago

Promoted
New!

Affiliate Manager

Litadz Mediatumakuru, karnataka, 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: 11 hours ago

Promoted

Relationship Manager

The Wedding CompanyBangalore (division)

We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating rel...Show moreLast updated: 25 days ago

Promoted

Wealth Advisory | MF | AIF | PMS | Stock

Dhan SaarthiTumkur, 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

Senior Wealth Manager / Private Banker

Leading Wealth Management GroupBangalore (division)

Locations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad.We are seeking an accomplished Senior Wealth Manager / Private Banker. HNI or UHNI client portfolio across key regions.The role involves ...Show moreLast updated: 3 days ago

Promoted

Partnership & Product Development Manager

DOOR International South East AsiaTumkur, 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
New!

Donor Relations & Partnerships Associate

Leap 300tumakuru, 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: 10 hours ago

Promoted
New!

Affiliate Marketing Manager

AppsClickstumakuru, India

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: 16 hours ago

Promoted
New!

Product Owner with Wealth Management expertise | Bangalore | Leading Big 4 Consulting Firm

Acme ServicesBangalore (division)

We are looking for an innovative and proactive Product Owner / Business Analyst to enhance.Wealth Management applications. Reporting to the Senior Manager of Product.Management, this role is key in tu...Show moreLast updated: 22 hours ago

Manager - Talent Development

Saaki Argus & Averil ConsultingBangalore Rural, Karnataka, India

Quick Apply

Job Tittle - Manager Talent Development.As a member of the Talent Development team, contribute to the design, development and. If you are passionate about facilitating associate and.Act as a Learnin...Show moreLast updated: 30+ days ago

Promoted

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

ISG (Information Services Group)Tumkur, 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
New!

Relationship Manager

Impetus Career ConsultantsGreater Bengaluru Area, India

Job Description Job Title : Relationship Manager– LRD / Developer Finance Grade Range : L6M / L7M Current Job Holder Name : Department : Reports to : Zonal / Regional Business Head – LRD Location : Regional O...Show moreLast updated: 15 hours ago

Assistant Manager / Manager- Learning & Development

Saaki Argus & Averil ConsultingBangalore Rural, Karnataka, India

Quick Apply

Role : Executive / Assistant Manager / Manager- Learning & Development.Location : Bangalore / Chennai / Mumbai.Education : a full time Post Graduate- HR degree. Delivery of Behavioural / Soft Skills T...Show moreLast updated: 30+ days ago

Promoted

Acquisition Manager

Motilal Oswal Financial Services LtdTumkur, 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