Wealth ManagerTekPillar® • erode, tamil nadu, in
No longer accepting applications
Wealth Manager
TekPillar® • erode, tamil nadu, in
1 day 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 • erode, tamil nadu, in
Related jobs
Acquisition Manager
Motilal Oswal Financial Services Ltd • Erode, 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: 1 day ago • Promoted
Equity Dealer
HDFC securities • Erode, Tamil Nadu, India
Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show more
Last updated: 11 days ago • Promoted
Urgent Opening- Sr Manager / Chief Manager- Wealth Management
Bajaj Capital Ltd • salem, 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: 22 hours ago • Promoted • New!
Financial Planning and Analysis Manager
BrightEdge • Tiruppur, IN
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show more
Last updated: 30+ days ago • Promoted
Talent Acquisition Manager
Zentoro • Erode, IN
For 5+ years, Zentoro has been connecting the right people to the right opportunities across IT & Non-IT sectors in India.
Talent Acquisition Manager / HR Manager and Recruiters.Drive end-to-end recru...Show more
Last updated: 30+ days ago • Promoted
PPC / Growth Manager
Quicklly • Salem,Tamil Nadu, 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
Community Growth Manager | Campus
Atives • Erode, IN
Atives in your assigned city and work to.Atives platform and become part of India’s largest creative community.Across India (Top Cities : Mumbai, Delhi NCR, Bangalore, Pune, Hyderabad, Chennai).Fixe...Show more
Last updated: 2 days ago • Promoted
Senior T24 Developer - Investment Banking
Systems Limited • Tiruppur, IN
The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations.
This role involves leading the end-to-end delivery of T24 techni...Show more
Last updated: 2 days ago • Promoted
Wealth Manager
Motilal Oswal Financial Services Ltd • tiruppur, 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: 22 hours ago • Promoted • New!
Manager Partnerships & Alliances
National Road Safety Mission • Erode, 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: 2 days ago • Promoted
VP - UHNI Engagement
ATRIOS Consulting • Salem,Tamil Nadu, 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: 11 days ago • Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCO • Salem,Tamil Nadu, 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: 6 days ago • Promoted
Manager - Sample Development
ASIAN FABRICX PRIVATE LIMITED • Karur, Tamil Nadu, India
Sample Development Manager – Home Textiles (European & US ).CANDIDATES ONLY FROM HOME TEXTILES.We are looking for an experienced and proactive.
Sample Development Manager – Home Textiles.The role de...Show more
Last updated: 21 days ago • Promoted
Twitter Lead(Crypto & Growth)
GrowRex • Erode, IN
TWITTER LEAD (CRYPTO & SOCIAL MEDIA GROWTH).We’re looking for a Twitter-native writer who lives crypto, understands culture, and can turn insights into viral content.
You’re deep into crypto : tradi...Show more
Last updated: 2 days ago • Promoted
Affiliate & Retention Manager (iGaming)
Valor.Partners • Salem,Tamil Nadu, 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: 2 days ago • Promoted
Business Development Manager (US Staffing Services)
Integration International Inc. • Salem,Tamil Nadu, 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 • Tiruppur, 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
Staffing Sales Manager
CareCone Group • Salem,Tamil Nadu, 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