Relationship Wealth Manager

Relationship Wealth Manager

Posted by Mid-sized B2B fintech & invoice financing firms

Gwalior,Indore,Bhilai

Posted: imported by Jeevika

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Gwalior, Indore, BhilaiPosted: 3 weeks agoOpenings: 4Applicants: 100+Relationship Wealth ManagerSharekhan3.71.4K ReviewsJob descriptionRoles and Responsibilities :Manage high net worth individual (HNI) clients' relationships to identify their financial goals and provide tailored investment solutions.Sell mutual funds, AIFs, and other financial products to HNIs through effective communication and relationship-building skills.Develop and maintain a deep understanding of each client's needs to deliver personalized service and achieve business targets.Collaborate with internal teams to ensure seamless execution of transactions, reporting, and servicing for HNI clients.Job Requirements :1-9 years of experience in wealth management or related field.Strong knowledge of mutual funds sales, AIFs, and HNI client handling.Excellent communication and interpersonal skills for building strong relationships with clients.Role: BFSI, Investments & Trading - Other,Industry Type: Financial Services,Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - OtherEducationUG: Graduation Not RequiredKey SkillsSkills highlighted with ‘‘ are preferred keyskillsMutual Funds SalesWealth ManagementHNI Client HandlingPMS SalesAifAbout companySharekhan LimitedBeware of imposters! Naukri.com does not promise a job or an interview in exchange of money. Fraudsters may ask you to pay in the pretext of registration fee, Refundable Fee…Read moreSimilar jobsRelationship Wealth ManagerKotak Securities (KSL)Posted by Veerwal Getwork ServicesBhopal, Gwalior, IndoreWealth ManagementMutual FundsManagementRelationshipRelationship managementPosted 19 Days AgoRelationship Wealth ManagerKotak Securities (KSL)3.42289 reviewsAhmedabad, Anand, AnkleshwarMutual FundsPMSWealth RelationshipAifWealth ManagementHNISalesPMRelationship managementPosted 16 Days AgoWealth ManagerIDFC FIRST BankPosted by Veerwal Getwork ServicesGorakhpur, LucknowPortfolio ManagementHNI ClientsCASA SalesCASAWealth RMMutual FundsCross SellingWealth Relationship ManagerBankingWealth ManagerHNI RMTPPInsuranceAffluent RMPriority RMFDHNIPosted 17 Days AgoWealth ManagerWe Grow WealthNoidaWealth ManagementMutual FundsSalesPMSMFInvestment AdvisoryHNI Client HandlingInvestment ProductsAifInvestmentPMPosted 21 Days AgoRelationship Wealth ManagerIncredPosted by Credicus Business ServicesNagpurDirect SalesThird Party ProductsHNI AcquisitionWealth ManagementDematMutual FundsPortfolio ManagementCross SellingMutual Funds SalesHNI Client HandlingCASAHNI SalesRelationship ManagementInvestmentInvestment ProductsPosted 23 Days AgoRoles from top companiesRelationship ManagerMid-sized B2B fintech & invoice financing firms2-5 Yrs6-10 Lacs P.A.Noida, Mumbai, Indore, New Delhi, GurugramHiring for one of these companies3d agoField Sales ExecutiveLogistics Tech Unicorn2-7 Yrs1-6 Lacs P.A.Mumbai, Navi Mumbai, New Delhi, Ambala, AmritsarHiring for one of these companies1d agoRegister to unlockJobs you might be interested inWealth ManagerSharekhan3.71444 reviewsGwalior, Indore, BhilaiPosted 23 Days AgoCorporate Account ManagerTata AIA Life Insurance3.85093 reviewsBhilaiPosted 9 Days AgoManager - Business Loans - Indirect North2Bajaj Finance3.910430 reviewsRajnandgaonPosted 23 Days AgoRelationship Manager / Dealer - IndoreShare India Securities3.6181 reviewsIndorePosted 17 Days AgoNRI- Relationship ManagerJana Small Finance Bank3.78339 reviewsIndorePosted 21 Days AgoReviewsView all1.4K employee reviews1.0rated by Senior Relationship Manager in GurugramLikesnothing .the companys employee are the worst part .they will suck your williness to work the worst company i ever workedDislikesthe worst comapny i habe ever workedcRead full reviewPowered bySalary insightsRelationship Wealth Manager in Sharekhan typically earns between₹4.7 - ₹6.7 L/yrSee detailed salary breakupPowered byBenefits & PerksView all118 employees reported these benefitsLearning & Development SupportHealth & Wellness SupportTransport / Travel SupportFree MealPerformance BonusESOPs / Stock OptionsPowered by

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