Ti
Posted:
March 04, 2026
Location:
Indore, Madhya Pradesh, India
Job Description
- 2+ yrs. of experience in Wealth Management space.
- Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets
- Onboarding, Handling and Managing HNI / Ultra HNI clients
- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography
- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
- Ability to work in partnership with the Bank and drive leads & AUM
- Service existing clients with the support of client servicing team
- Constantly review client portfolios and give a birds’ eye view.
- Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets
- Onboarding, Handling and Managing HNI / Ultra HNI clients
- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography
- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
- Ability to work in partnership with the Bank and drive leads & AUM
- Service existing clients with the support of client servicing team
- Constantly review client portfolios and give a birds’ eye view.
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Submit your application for the Relationship manager position at Tipsons Group.
Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Indore, India
Posted:
March 04, 2026
Deadline:
April 13, 2026