116 Private Wealth Jobs - Page 5

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book siz Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune 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 meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

1) Requirement - Individual private banker – AVP/DVP level (Mumbai, Pune, Ahmedabad) 2) Candidate should have his/her own book and client base. Reasonable book size - preferred is 100 crs plus category Managing All wealth investment Portfolio Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product

The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.

A Wealth RM in the Bancassurance Channel is responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) through strategic partnerships with banking institutions.

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client& information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Role & responsibilities Key Responsibilities: - Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals. - Recommend and manage a diversified portfolio of mutual funds tailored to client requirements. - Provide clients with ongoing support, performance updates, and market insights. - Generate new business through referrals, networking, and prospecting potential clients. - Collaborate with the investment and research teams to create appropriate solutions for clients. - Ensure clients are fully informed about mutual fund products, risks, and investment strategies. - Monitor market trends and provide timely updates and advice to clients on their investment portfolios. - Assist in the preparation of client presentations, reports, and other documentation. - Meet and exceed sales targets and other performance metrics. Preferred candidate profile Bachelors degree in finance/marketing, Business, or related field (MBA preferred). - Proven experience (3+ years) in mutual fund sales, wealth management, or financial services. - Strong knowledge of mutual funds, investment strategies, and financial markets. - Excellent communication and interpersonal skills to build and maintain client relationships. - Client-focused with a strong ability to understand and address clients financial goals. - Results-driven with a passion for achieving sales and business development goals. - Ability to work independently and as part of a team.

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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Role & responsibilities Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. - 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 investment products. - Responsible for business development through acquisition of high net-worth clients. - Mandatory numbers of meetings with clients to keep them updated with the current market scenario. - Analyze client portfolios and make necessary suggestions. - Recommend financial products. - Responsible for identifying customer needs and assessing their risk appetite - Provide regular updates to the immediate superior as and when required - Create and enforce plans that will help meet the needs of the customer. Book Size Required: Minimum 40 Cr Role Type: Individual Contributor (IC)

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategies. Recommend suitable investment products including mutual funds, PMS, bonds, alternative investments, and structured products. Monitor client portfolios regularly and suggest rebalancing strategies as per market changes and client needs. Keep RMs updated with latest market trends, products, regulatory changes, and investment strategies. Ensure compliance with internal policies, SEBI, RBI, and other regulatory bodies during investment advisory. Support business in achieving investment revenue targets through enhanced client engagement and asset penetration. Key Skills and Competencies: Strong knowledge of investment products, markets, portfolio management, and asset classes. Ability to influence and coach Relationship Managers for client-centric investment advisory. Excellent communication, presentation, and interpersonal skills. Strong analytical abilities for client portfolio reviews and financial planning. High customer orientation and relationship management skills. Qualifications: Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related fields. Certifications preferred: NISM Series V-A (Mutual Fund Certification) CFA, CFP, or other investment-related certifications are an added advantage. Experience: 5 to 10 years of experience in investment advisory, wealth management, or related financial services. Proven track record in client handling, investment consulting, and supporting Relationship Managers.

Drive business development & deliver high quality customer service using wealth management techniques aligned with bank’s objectives Meet individual PBG targets across Third Party Products &banking products Achieve 10% AUM growth for own clients Required Candidate profile Relationship Manager Private Banking Wealth Management Client Acquisition Customer Relationship Management (CRM) Portfolio Management Investment Advisory Financial Planning

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile