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8.0 - 13.0 years

14 - 20 Lacs

Mumbai Suburban, Mumbai (All Areas)

Work from Office

Naukri logo

RM Wealth knnowldge based products other than MF & LI- Take care of PMS, Wealth management, Trade & Forex , Term Loan & working Capital existing client portfolio & NTB. Majorily South Mumbai & Western Subrubs. Handle exisiting Book, plus acquire. Required Candidate profile 6 – 17 years relevant work experience in a Wealth management, BH, Area Head or BM keen for Individual, knowldge based role can apply. Self-starter, proactive & target oriented good hold on HNI, HNW, Perks and benefits Exisiting Book , Plus other perks & benefits,

Posted 1 week ago

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9.0 - 14.0 years

15 - 30 Lacs

Kolkata, Delhi / NCR, Mumbai (All Areas)

Work from Office

Naukri logo

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

Posted 1 week ago

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6 - 11 years

12 - 20 Lacs

Delhi NCR, Kolkata

Work from Office

Naukri logo

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379

Posted 3 months ago

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10 - 18 years

20 - 30 Lacs

Bengaluru, Hyderabad, Mumbai (All Areas)

Work from Office

Naukri logo

The Private Relationship Manager is responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering a comprehensive range of financial services. The role focuses on delivering personalized financial solutions, including investment advice, estate planning, and wealth management, to ensure the clients' financial goals are achieved. Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth and ultra-high-net-worth individuals. Understand clients' financial goals and risk tolerance and provide personalized financial solutions. Regularly meet with clients to review and update their portfolio and financial goals.

Posted 3 months ago

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