208 Private Wealth Jobs - Page 3

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

Job Description Wealth Relationship Manager Roles and Responsibilities • Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. • Manage clients through client visits, suggest financial products to the clients and achieve business target. • Responsible for product penetration and increasing clients wallet share. • Identifying prospective clients & acquiring new clients. • Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile • Should have at least 4 Years of experience handling Wealth Product Sales. • Any Graduate / Postgraduate with relevant Experience. • Good rela...

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L...

Job description 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. Conduct regular marketing activities in coordi...

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/ CHENNAI/ PUNE Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through in...

.Role & responsibilities Preferred candidate profile

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Key Responsibilities: Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive increase in shared of wallet of existing relationships. Supportmarketinginitiatives e.g. special campaigns, events, presentati...

As the Regional Sales Head Real Estate at Micro Mitti, you will play a crucial role in leading the national sales strategy and execution. Your responsibilities will include owning the Sales P&L, driving top-line growth, managing high-performing teams, and directly impacting revenue, profitability, and investor engagement. Your role will involve optimizing the full sales cycle and revenue P&L across various projects and geographies. You will be responsible for setting and exceeding sales targets aligned with business growth, while also focusing on optimizing monthly/quarterly performance, conversions, and project-wise ROI. In this position, you will design and implement multi-channel sales st...

SMC Private Wealth Position: Senior Wealth Manager/ AVP Location: Delhi (Karol Bagh)/ Mumbai (Goregaon East) Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to ...

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Role Responsibilities Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs). Develop and maintain client relationships to understand their wealth management needs. Advise clients on various investment avenues such as: Mutual Funds (MF) Portfolio Management Services (PMS) Alternative Investment Funds (AIF) Achieve revenue and product targets through cross-selling and upselling wealth products. (For team handling roles) Lead, coach, and manage a team of private bankers. Required Skills & Experienc...

Head Market- Private Banking About the Role The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Responsibilities Lead a team of Partners/Relationship Leaders at the location. Manage key clients HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range...

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financi...

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors a...

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving...

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifica...