Home
Jobs
Companies
Resume
Ardor Talent Solutions logo

Private Wealth Manager

8 - 13 years

20 - 35 Lacs

New Delhi, Pune, Mumbai (All Areas)

Posted:2 weeks ago| Platform: Naukri logo

Apply

Skills Required

Wealth HNI Mutual Funds Private Banking Ultra Hni Private Wealth Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

More Jobs at Ardor Talent Solutions

Manager/Senior Manager B2B Sales

Pune, Hyderabad, Mumbai (All Areas)

5 - 10 yrs
|

INR 12 - 18 Lacs

Presales Manager - Salesforce

Noida

8 - 13 yrs
|

INR 25 - 35 Lacs

Product Manager - Virtual Event Platform

Noida

5 - 10 yrs
|

INR 20 - 25 Lacs

Emerging Corporate (Business/Sales - Profiles)

Vadodara, Delhi NCR, Ahmedabad

5 - 10 yrs
|

INR 10 - 20 Lacs

Inside Sales Lead Generation Specialist

Gurgaon

5 - 10 yrs
|

INR 15 - 25 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Wealth Interview Now
Ardor Talent Solutions
Ardor Talent Solutions
www.ardortalentsolutions.com

Staffing and Recruitment

Talent City

50-200 Employees

55 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    CTO

RecommendedJobs for You

FundsIndia Private Wealth logo

Private Wealth Manager

FundsIndia Private Wealth

Chennai, Tamil Nadu, India

Ardor Talent Solutions logo

Private Wealth Manager

Ardor Talent Solutions

Hyderabad, Ahmedabad, Chennai

Ardor Talent Solutions logo

Private Wealth Manager

Ardor Talent Solutions

Pune, Ahmedabad, Mumbai (All Areas)

Ardor Talent Solutions logo

Private Wealth Manager

Ardor Talent Solutions

New Delhi, Pune, Mumbai (All Areas)

FundsIndia Private Wealth logo

Private Wealth Manager

FundsIndia Private Wealth

Chennai, Tamil Nadu, India

InCred Wealth logo

Private Wealth Manager

InCred Wealth

New Delhi, Delhi, India

Waytogo Consultants logo

Private Wealth Manager

Waytogo Consultants

Pune, Ahmedabad, Mumbai (All Areas)

Waytogo Consultants logo

Private Wealth Manager

Waytogo Consultants

Chennai

Ardor Talent Solutions logo

Private Wealth Manager

Ardor Talent Solutions

Pune, Delhi NCR, Mumbai (All Areas)

Ardor Talent Solutions logo

Private Wealth Manager

Ardor Talent Solutions

Chennai, Hyderabad