Wealth Relationship Manager jobs in Chennai

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...

About the CompanyNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and assetmanagement firms with Assets under Advisory (AUA) of over ₹ 4,25,000 Cr. Nuvama Wealth Management (NWM)is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asiabased investment firm.The business serves close to a million...

Job Title: Relationship Manager-PCG-Advisory Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi Key Responsibilities: - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide our research advisory to the clients based on the client profile to generate income and build MTF book - Promote and cross-sell third-party investment products,...

Job Title: Key Account Manager/ Client Relationship ManagerLocation: Chennai, Bangalore, Pune, MumbaiAbout TecezeTeceze is a global IT services provider specializing in Digital Workplace, Cloud, Cybersecurity, and IT Infrastructure services. With delivery capabilities across 16 Global Delivery Centers, 50+ warehouses, and 2000+ engineers worldwide, we support enterprises through scalable, secure,...

Roles and Responsibilities:- It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence- He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence- Promote Focus Product of the month- Maintain records of business on internal software CRM etc.Should be able to...

About our client Our client is a leading NBFC. JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Job Title: Relationship Manager Location: Chennai / Hyderabad /...

Contact Person: HR KASHISH SINGH | 8448389795 | [email protected]'re Hiring : Relationship ManagerLocation : Coimbatore, Tamil Nadu 641004Language Required: Tamil MandatoryExperience: Fresher / ExperiencedQualification: Graduate / Post-GraduateSalary Range: 3 LPA to 4.5 LPA (Fixed Salary + Unlimited Incentives)Job Description:As a Relationship manager , your responsibilities will...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

About Capital StackCapital Stack is a specialized investment banking firm based in Chennai, dedicated to empowering India's growth story by facilitating debt capital raise for Non-Banking Financial Companies (NBFCs) and emerging corporates. We pride ourselves on delivering innovative, client-focused debt financing solutions that fuel the expansion of India's dynamic financial services and...

Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong...

Assistant Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group-(WD79022) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...

As per our discussion on call Please find below JD for your reference. Company Name : Yubi Role: Wealth RM / Senior RM Location : Chennai & Coimbatore Experience : 3years to 8years Job Description :- Snapshot of Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate...

Roles and Responsibilities Job Purpose To enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniques Job Responsibilities Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is...

Description Wealth is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Wealth clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citi’s Institutional Clients Group, Wealth offers a wide range of...

About our client A leading NBFC Job Title: Head of Wealth Management Location: Chennai Experience: 18+ Position Overview: The Head of Wealth Management will lead and manage the Wealth Management division of the NBFC, driving strategic growth, client acquisition, and relationship management. The ideal candidate should have 18+ years of experience in financial services, with a proven track...

About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.About...

Senior Associate, Treasures Private Client Relationship Manager, Consumer Banking Group-(WD79020) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...

Job Title: Relationship Manager-PCG-SalesLocation: Chennai, Hyderabad, Bengaluru, Kolkata, DelhiRole Summary:You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for experienced...

Officer, Virtual Relationship Manager, Consumer Banking Group-(WD77045) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit...

Job Title: Relationship Manager – Retail AdvisoryLocation: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, DelhiRole Summary:You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities...