Urgent Hiring as Wealth Manager in NBFC Company Veerwal Getwork Services

6.0 - 11.0 years

5 - 15 Lacs

gurugram, delhi / ncr, mumbai (all areas)

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Urgent hiring as Wealth Manager in NBFC Company Job location :- Mumbai , Gurgaon , Delhi Salary :- Upto 15 LPA Experience : Min 5 Years Role & responsibilities • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) • He/She would be responsible to drive the TPP sales through branch sales team and advisors. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and up...

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Senior Wealth Relationship Manager Bajaj Capital

6.0 - 11.0 years

15 - 27 Lacs

hyderabad, bengaluru, mumbai (all areas)

Work from Office

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals 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 upd...

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Sr. Wealth Manager : In Leading Financial Services Industry Quotient Consultancy

7.0 - 12.0 years

15 - 25 Lacs

hyderabad, bangalore rural, mumbai (all areas)

Work from Office

Sr. Manager / Chief Manager / AVP Wealth Management Location: Delhi (Connaught Place, Bhikaji Cama Place) | Noida | Gurgaon | Mumbai | Bangalore | Chennai | Hyderabad | Kolkata | Pune Budget: 15 - 25 LPA Age Limit: Up to 38 years Experience: 7 to 12 Years Industry: Financial Services / Investment Advisory / Wealth Management Notice Period: Immediate to 30 days preferred Key Responsibilities Understand clients financial objectives and provide customized investment solutions. Grow and manage a portfolio with a focus on increasing AUM through new client acquisition and references. Regularly conduct portfolio reviews for existing investors and recommend rebalancing strategies. Upsell and cross-s...

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Business Development -PMS Endeavour Consultancy Services And Solutions

4.0 - 9.0 years

4 - 9 Lacs

guwahati

Work from Office

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.

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Seasoned Private Banker - Wealth Management (Jaipur) Emkay

8.0 - 13.0 years

35 - 50 Lacs

jaipur

Work from Office

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

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Seasoned Private Banker - Wealth Management (Chennai) Emkay

8.0 - 13.0 years

35 - 50 Lacs

chennai

Work from Office

Posted Date not available

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Seasoned Private Banker - Wealth Management (Hyderabad) Emkay

8.0 - 13.0 years

35 - 50 Lacs

hyderabad

Work from Office

Posted Date not available

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Private Wealth Manager WOW Softech

9.0 - 14.0 years

10 - 20 Lacs

ahmedabad, delhi / ncr, mumbai (all areas)

Work from Office

Role - Private Wealth Experience Required: 5+ Years Job Description: We are looking for an experienced and highly motivated Wealth Manager to join our team. The ideal candidate will have a strong background in wealth management products, client acquisition, and relationship management with HNI and UHNI clients. Key Responsibilities: Acquire, manage, and grow a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Offer tailored investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and other wealth products. Maintain and grow AUM (Assets Under Management), with a strong focus on Mutual Funds. Ensure high levels of client satisfaction t...

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