Stable Wealth Manager - Chennai

This is a full-time Wealth Manager role based in Chennai providing clients with tailored financial planning and investment strategies. · Manage investment portfolios. · Offer expert guidance on finance and insurance options. · ...

Wealth Manager at Shriram Wealth provides clients with tailored financial planning and investment strategies. · Manage investment portfolios. · Provide expert guidance on finance and insurance options. · ...

About Company One of India's biggest NBFC offering full-fledged investment services across asset classes including equity debt mutual funds commodities and currencies - through a single-login platform pan-India presence technology-first approach and simplified investment solution ...

Nuvama Wealth Management is a leading wealth and asset management firm with Assets under Advisory of over 3,00,000 cr. · ...

Acquiring preferred clients and managing their financial portfolios. · Maintain client relationships and generate AUM from preferred clients · Advise HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio. · ...

Wealth Managers are responsible for managing clients with a minimum investment amount of Rs 25 Lakhs and above. They advise clients across all asset classes, maintain client relationships, and generate AUM from preferred clients. · The Relationship Manager will be responsible for ...

+Manage and nurture relationships with clients and financial advisors. Provide expert advice on mutual fund products and investment strategies. · +Manage and nurture relationships with clients and financial advisors. · Provide expert advice on mutual fund products and investment ...

Wealth manager catering to investment needs of mass affluent clients by recommending products like MF, PMS, AIF PE SP Unlisted Shares Bonds Direct Equity and Equity Advisory Products.Cater to investment needs of mass affluent clients by recommending products like MF PMS AIF PE SP ...

Wealth Manager Job Summary: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category. · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing categorySources new bank customers throu ...

We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. · ...

This is a full-time role for Wealth Relationship Managers based in Chennai developing and maintaining strong relationships with clients by managing their investment portfolios. · Advising clients on investment strategies · Monitoring market trends · ...

We are hiring Senior Analyst professionals with 5 years of experience in Wealth Credit, Loan Operations, or Credit Operations to support wealth and private banking secured lending portfolios. · Support the end-to-end wealth credit transaction lifecycle, including deal initiation, ...

Manage client portfolios across multiple asset classes and maintain client relationships to generate AUM. · ...

The Role & responsibilities of the Relationship Wealth Manager include client relationship management and building long-term relationships with high-net-worth clients. · Client Relationship Management: · Build and maintain long-term relationships with high-net-worth clients. · ...

We Are Hiring for Senior Leadership Roles in Virtual Sales Position: Wealth Relationship Manager Organization: Leading Private Bank Location: Chennai, Hyderabad Job descriptionRelationship Management profile involving acquiring, growing and deepening HNI customer relationships th ...

The Investment Advisor will be responsible for providing strategic investment advice and portfolio management services to High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. · ...

We are hiring a Relationship Manager to strengthen our Wealth Management business by building long-term client relationships and driving revenue growth. · Key ResponsibilitiesBuild and maintain strong relationships with existing and new clients · ...

This role involves managing relationships with clients to provide them with investment options and portfolio-building experiences. · ...

This is a full-time on-site role for a Product Manager – Wealth Management based in Chennai. · The Product Manager will be responsible for developing and managing the bank's wealth management products, driving product strategy, and coordinating with internal teams to ensure succe ...

We are seeking high-performing and well-networked Stable Wealth Managers to acquire high-value retail customers and drive investments into Stable Money products such as Fixed Deposits, Corporate Bonds, and Mutual Funds. · Acquire and onboard high-net-worth retail clients using pr ...

This role is ideal for ambitious professionals with a strong sales mindset and interest in financial markets. Acquire new clients through cold calls, referrals, meetings and networking. · Acquire new clients through cold calls, referrals meetings and networking · ...