Urgent Opening- Sr Manager/ Chief Manager- Wealth Bajaj Capital Ltd

7.0 - 12.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Co...

Posted 1 month ago

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Manager Channel Sales (IFA/MFD) For PMS and Mutual funds Hireginie Talent Cloud

2.0 - 7.0 years

5 - 15 Lacs

hyderabad, rajkot, surat

Work from Office

Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Posted 1 month ago

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Sr. Manager/ Chief Manager/ AVP- Wealth Management Profex Tech

7.0 - 12.0 years

15 - 20 Lacs

noida, kolkata, delhi / ncr

Work from Office

Role & responsibilities Develop tailored financial solutions. Engage clients with timely updates. Acquire new clients via networking and referrals. Grow AUM through strong relationships. Review and rebalance portfolios. Cross-sell wealth products (MFs, PMS, AIFs, FDs, Insurance). Share market insights and research. Coordinate marketing activities. Ensure compliance and proper documentation. Preferred candidate profile Experience: 7-12 years in Wealth Management, Financial Planning, or Investment Advisory Certifications: AMFI / NISM certifications preferred (not mandatory but an added advantage) Product Knowledge: Hands-on experience with Mutual Funds, PMS, AIFs, Insurance, Fixed Deposits , a...

Posted Date not available

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