Relationship Manager - Wealth

Saaki Argus & Averil Consulting • Coimbatore, Tamil Nadu, India • Posted June 07, 2026

Location Coimbatore, Tamil Nadu

Job Type Full-time

Category Business Operations Specialists

Posted June 07, 2026

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 / Coimbatore / Trichy / Madurai / Salem 

Role and Responsibilities
  Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.
  Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative in...
            

Interested in this role?

Click the button below to start your application.

Apply Now