Product Manager – Wealth Management - Chennai, Tamil Nadu

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. · ...

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 ...

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. · ...

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 Manager will be responsible for building strong client book and maintaining relationships with clients. · They will advise clients on investments and manage their financial portfolio. ...

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

+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. · ...

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. · ...

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 · ...

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 ...

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

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. · The role involves developing customized investment strategies, acquiring new clients, and dri ...

We are seeking high-performing 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. · Target ticket size per customer: ₹5–10 lakhs · Expected to bring strong perso ...

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 · ...

A leading financial services organization is hiring Relationship Managers in Chennai to drive client acquisition and deliver customized investment and wealth management solutions. · Acquire new clients through cold calls, referrals, meetings, and networking · Advise clients on Eq ...