Sr Investment Relationship Manager (AVP)Waytogo Consultants • amritsar, India
No longer accepting applications
Sr Investment Relationship Manager (AVP)
Waytogo Consultants • amritsar, India
1 day ago
Job descriptionIdentify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold. Develop strong relationships with clients through a consultative approach and customized investment strategies. Ensure consistent client engagement and portfolio reviews to strengthen wallet share. Understand clients’ financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions. Offer a full suite of banking and investment products — including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life / General Insurance. Liaise with product and research teams to deliver superior advisory outcomes. Achieve acquisition, AUM, and revenue targets across investment and banking products. Drive fee-based income through advisory and transaction-led business. Maintain a healthy client mix and portfolio diversification. Ensure adherence to all internal policies, regulatory, and compliance guidelines. Maintain high ethical standards and client confidentiality at all times. Complete KYC and due diligence requirements as per bank norms. Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery. Support cross-functional initiatives for enhancing the private banking franchise.
Create a job alert for this search
Relationship Manager • amritsar, India
Related jobs
SBI - Team Lead - Relationship Manager - Wealth Management
State Bank Of India • Amritsar, India
Description : We are hiring for SBI Bank for Wealth Management Department.This role is responsible for leading the Wealth Management Relationship Team, driving busines...Show more
Last updated: 21 days ago • Promoted
Relationship Manager
Randstad India • Amritsar, Punjab, India
Strategic Planning & Execution : .Develop and implement effective sales strategies and a business plan to.Own the territorys revenue track performance metrics analyze sales data.Client Relationship M...Show more
Last updated: 18 days ago • Promoted
HEPL - Vice President - Sales - Real Estate
HEPL • Amritsar, India
Vice President Sales (Punjab Region) Location : Amritsar Department : Sales Reports To : &...Show more
Last updated: 5 days ago • Promoted
Freelance Recruiter
SnapFind - Hire in one snap • Amritsar, Punjab, India
Calling All to become Freelancers ! Earn Big with SnapFind! Join SnapFind , India’s most trusted recruitment platform with 15,000+ active freelance recruiters, earning massive hiring commissions!...Show more
Last updated: 30+ days ago • Promoted
Campus Ambassador
rationalGO AI • amritsar, punjab, in
Job Description – Campus Ambassador (rationalGO).Any college / university across India.Part-time (Flexible alongside academics).
GO is an AI-driven platform focused on simplifying decision-making and ...Show more
Last updated: 9 hours ago • Promoted • New!
Fashion Interview Associate
GREYFITE • Amritsar, Punjab, India
About Greyfite Greyfite is luxury-inspired D2C clothing brand.We’re on a mission to stop Indian men from dressing like boys and build a culture of modern Indian elegance.We craft classy, detail...Show more
Last updated: 7 hours ago • Promoted • New!
Sr. Business Development Manager - Talent Acquisition
Recfront • amritsar, punjab, in
Recfront Talent Advisory helps high growth companies build strong teams across the US, UAE, India and Canada.We specialize in recruitment for technology, consulting and emerging industries, support...Show more
Last updated: 2 hours ago • Promoted • New!
Real Estate Sales
DMG - DEAL MIL GAYA • amritsar, punjab, in
Job Title : Real Estate Salesperson (Sales Manager).Location : Thane to Ghatkopar, Mumbai.Experience : 3+ years (individual sales).
Salary : ₹4 – ₹7 LPA + Incentives.We are hiring motivated Sales Manag...Show more
Last updated: 9 hours ago • Promoted • New!
Sales Executive
TIGI HR • Amritsar, Punjab, India
Job Title : Field Sales Executive – IELTS / PTE Software Freshers can also apply for the same.Location : Chandigarh & Nearby Area Industry : EdTech / IELTS-PTE Software Sales Job Type : Full-Time J...Show more
Last updated: 30+ days ago • Promoted
Influencer Marketing Manager – Cosmetics, Food & Wellness Brand
IFC Ventures • amritsar, punjab, in
Industry : Cosmetics, Beauty, Food & Lifestyle.We are seeking a sharp, creative, and relationship-driven Influencer Marketing Manager to lead, coordinate, and execute influencer-led campaigns across...Show more
Last updated: 28 days ago • Promoted
Cybersecurity Sales Director
Kapalins • amritsar, India
With a vendor-neutral approach and deep industry expertise, we help businesses adopt a.Our services are built around the.
CIA triad — Confidentiality, Integrity, and Availability.From enterprise con...Show more
Last updated: 2 days ago • Promoted
Relationship Manager
PurpleFinch • amritsar, punjab, in
PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.
We specialize in providing tailored financial solutions, includ...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Associate Rurban
APP • Amritsar, Punjab, India
Branch Name (as per requirement).Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank.This department...Show more
Last updated: 30+ days ago • Promoted
Integration Analyst - ITX
Quadrant IT Services • amritsar, punjab, in
Position : Integration Analyst - ITX.Hybrid : 1 week in office every month.EDI mapping, integration, and business process understanding within logistics and supply chain domains.The ideal candidate w...Show more
Last updated: 20 days ago • Promoted
City Head - Sales
DreamWealth Realty LLP • Amritsar, Punjab, India
Company Description DreamWealth Realty LLP is a globally trusted real estate consulting firm known for delivering tailored solutions to meet complex client needs.
With a focus on providing exception...Show more
Last updated: 7 hours ago • Promoted • New!
VP Sales - (Real Estate)
STANCO Solutions Pvt Ltd • Amritsar, Punjab, India
Hiring for our Client" Role : Vice President – Sales (Punjab Region) Location : Amritsar Department : Sales Reports To : President – Sales & CRM / Directors Education & Experience Minimum 15 years...Show more
Last updated: 4 days ago • Promoted
Bid Manager
Urvashi Computers • amritsar, punjab, in
Urvashi Computers, with over three decades of expertise, is a leading solution provider and system integrator specializing in biometric and surveillance solutions.
We offer comprehensive and tailore...Show more
Last updated: 9 hours ago • Promoted • New!
Beauty Advisor
Shoppers Stop • amritsar, punjab, in
Beauty Advisor, Fragrance Specialist, Makeup Artist, Skincare Consultant & Stylist.Assistant Store Manager / Counter Manager / Store Manager.
IPT / AUS / Conversion target set by the Manager.Helps Manager i...Show more
Last updated: 19 days ago • Promoted