Senior Relationship ManagerISOLN Wealth • Jhārkhand, Republic Of India, IN
No longer accepting applications
Senior Relationship Manager
ISOLN Wealth • Jhārkhand, Republic Of India, IN
16 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 • Jhārkhand, Republic Of India, IN
Related jobs
%20Ltd)
Founding Sales Leader – B2B (EOR / MSP / ITAM).This is a foundational role where you will shape the GTM strategy, build the early pipeline, and drive revenue across global SMB and mid-market client...Show more
)
SBI Life Insurance - Manager - Sales
SBI LIFE • Jharkhand, India
India, was incorporated in October 2000 and is registered with the Insurance Regulatory and Development Authority of India (IRDAI) since March 2001.
The company offers a diverse range of products ca...Show more
Last updated: 30+ days ago • Promoted
Crm Manager
Emeritus • Jhārkhand, Republic Of India, IN
About Emeritus : Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It ...Show more
Last updated: 4 hours ago • Promoted • New!
URC Construction - Construction Contracts Manager
URC Construction (P) Ltd • Jharkhand, India
About the job Position of Construction Contracts Manager Dear all LinkedIn Connections, URC Construction (P) Ltd is...Show more
Last updated: 30+ days ago • Promoted
Manager - Performance Marketing
Amrutam • Jhārkhand, Republic Of India, IN
Product Listing & OptimizationEnsure all products are listed with high-quality images, compelling descriptions, and optimized keywords.
Conduct A / B testing for product titles, bullet points, and des...Show more
Last updated: 4 hours ago • Promoted • New!
Senior Underwriter
Firstsource • Jhārkhand, Republic Of India, IN
Underwriter and Sr Underwriter.Experience required for the Job : 3+ years.Job Location : Mumbai / Chennai / Bangalore / Hyderabad.
Candidate should have total 3+ years of US mortgage.FHLMC, knowledge of G...Show more
Last updated: 30+ days ago • Promoted
Member Of The Board Of Advisors
Gyan Nidhi Innovations - GNI • Jhārkhand, Republic Of India, IN
GyanNidhi is an industry-aligned learning platform dedicated to strengthening talent pipelines across the.Its programmes are built around the needs of.
The platform’s mission is to bridge the gap be...Show more
Last updated: 11 hours ago • Promoted • New!
Sales Development Representative
Algonomy • Jhārkhand, Republic Of India, IN
Are you an architect looking to apply your industry experience in a sales-focused role? Y Work is hiring a Sales Development Representative to connect with architects, developers, contractors, and ...Show more
Last updated: 12 days ago • Promoted
Developer Relations Engineer
Cyvica Technologies • Jhārkhand, Republic Of India, IN
About Us : Narwal, with its Global Delivery Model, strategically expands its reach across North America, the United Kingdom, and an offshore development centre in India.
Delivery cutting edge AI, Data...Show more
Last updated: 4 hours ago • Promoted • New!
Affiliate & Retention Manager (Igaming)
Crossblade Media LLC • Jhārkhand, Republic Of India, IN
Affiliate Manager - Lead Generation About Us : Crossblade Media LLC is a performance-based lead generation company serving the US market.
We specialize in generating high-quality leads across multipl...Show more
Last updated: 4 hours ago • Promoted • New!
Garden's Need - Area Sales Manager
GARDEN'S NEED PRIVATE LIMITED • Jharkhand, India
Description : Role Summary : Gardens Need Pvt.Consumer Products / Agri & Garden segment, is seeking a results-driven Area Sales Manager (ASM) to ...Show more
Last updated: 11 days ago • Promoted
Ageas Federal Life Insurance - Financial Relationship Manager
Ageas Federal Life Insurance • Jharkhand, India
Description : Job Title : Financial Relationship Manager Job Description : - We are se...Show more
Last updated: 4 days ago • Promoted
Scrum Master - IT Project Delivery
TechnoRight • Jharkhand
Job Description : - Leads major programs and projects in deploying fit for purpose technology and process solutions.Supervises the establishment and development of pr...Show more
Last updated: 30+ days ago • Promoted
Founding Sales (Remote)
Remoasset • Jhārkhand, Republic Of India, IN
Remote
Last updated: 11 hours ago • Promoted • New!
Territory Executive – Channel Sales (India)
Angel yeast Singapore • Jhārkhand, Republic Of India, IN
Territory Executive – Channel Sales (India).Location : Any Part of India (South / Central / West / North / East).Industry : Food Ingredients | Biotechnology | Yeast Extracts| Bakery.Angel Yeast is a ...Show more
Last updated: 12 hours ago • Promoted • New!
Investor Relations Manager
Zigsaw • Jhārkhand, Republic Of India, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 11 hours ago • Promoted • New!
Business Development Manager- Usa Staffing
REETECH • Jhārkhand, Republic Of India, IN
REETECH is a USA-based Engineering and Technology company committed to delivering high-quality services to Private and government clients.
We take pride in our ability to provide tailored solutions ...Show more
Last updated: 4 hours ago • Promoted • New!
Account Manager (Marketing Agency)
Anakin (YC S21) • Jhārkhand, Republic Of India, IN
About AnakinAnakin is a Y-Combinator-backed technology company and a competitive pricing intelligence platform for brands and online stores.
Anakin sends eCommerce stores and brands the pricing, pro...Show more
Last updated: 4 hours ago • Promoted • New!
Inside Sales Manager-Edtech
Healthify • Jhārkhand, Republic Of India, IN
Job Title : Inside Sales Manager-Edtech Employment Type : Full Time, Permanent, Remote Industry Type : Education sector Department : Sales and Marketing Role Type : Mid level Company Overview : India Mar...Show more
Last updated: 4 hours ago • Promoted • New!