🔎 Hiring: Manager / Senior Manager - Wealth (AUM) 📍 Locations: Delhi NCR, Bangalore, Hyderabad, Kolkata, Mumbai, Chennai 💼 Employment Type: Full Time Experience : 8 to 14 years Industry : Financial services /Insurance We're seeking an experienced Wealth Manager with a strong track record in managing high-net-worth client portfolios (₹200–300 Cr AUM). This is a great opportunity to work with a dynamic team and deliver customized financial solutions to HNI clients. Key Responsibilities: Manage and grow HNI relationships with tailored financial strategies Construct and optimize diversified portfolios Provide expert advisory on investments, retirement, tax, and estate planning Drive AUM growth through new acquisitions and strong relationship management Ensure compliance with regulatory and ethical standards You Should Have: Proven HNI client acquisition & retention skills,Mutual fund sales, Insurance sales In-depth knowledge of financial markets and instruments Excellent communication, client handling, and analytical abilities Strong drive to achieve AUM and business targets
You are hiring for the position of Manager / Senior Manager - Wealth (AUM) in the locations of Delhi NCR, Bangalore, Hyderabad, Kolkata, Mumbai, Chennai on a Full-Time basis. As an ideal candidate, you should possess 8 to 14 years of experience in the Financial services / Insurance industry. You will be responsible for managing high-net-worth client portfolios ranging from 200-300 Cr AUM. Your role involves developing tailored financial strategies and delivering customized financial solutions to HNI clients. You will work closely with a dynamic team to optimize diversified portfolios and provide expert advisory on investments, retirement, tax, and estate planning. Key Responsibilities: - Manage and grow HNI relationships with tailored financial strategies - Construct and optimize diversified portfolios - Provide expert advisory on investments, retirement, tax, and estate planning - Drive AUM growth through new acquisitions and strong relationship management - Ensure compliance with regulatory and ethical standards To excel in this role, you should have: - Proven HNI client acquisition & retention skills - Experience in Mutual fund sales and Insurance sales - In-depth knowledge of financial markets and instruments - Excellent communication, client handling, and analytical abilities - Strong drive to achieve AUM and business targets If you are a passionate Wealth Manager with a strong track record in managing high-net-worth client portfolios and have the skills mentioned above, we encourage you to apply for this position and be a valuable asset to our team.,
Job Title: Manager / Senior Manager - Wealth (AUM) sales Location: Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai/ Noida Employment Type: Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture long-term relationships with high-net-worth individuals, acting as their trusted advisor for all financial matters. Financial Needs Analysis: - Conduct in-depth assessments of clients' financial positions, including their assets, liabilities, income, expenses, risk appetite, and investment goals. Wealth Management Strategy: Client Relationship Management: Cultivate and nurture enduring relationships with high-net- worth clients, serving as their trusted advisor and primary point of contact for all financial matters B2C . Portfolio Construction and Management: - Create, manage, and optimize diversified investment portfolios including equities, debt instruments, mutual funds, and alternative investments Mutual Fund sale, AUM, Portfolio Management. Investment Advisory: - Offer expert guidance on market opportunities, asset allocation, and investment products in line with clients' strategies. Financial Planning: - Deliver holistic financial planning services such as retirement planning, estate planning, tax efficiency, insurance planning, and education funding. Business Development: - Identify and pursue new business opportunities to expand the client base and increase AUM. Compliance & Regulatory Adherence: - Ensure strict compliance with regulatory frameworks, internal policies, and ethical guidelines in all client dealings. Performance Monitoring: - Review and analyze portfolio performance regularly; provide detailed reports and make necessary rebalancing decisions to maximize returns. Cross-Selling Opportunities: - Recognize and act upon opportunities to upsell and cross-sell relevant financial products and services based on clients' comprehensive needs. Market Intelligence: - Maintain strong knowledge of market dynamics, economic shifts, and regulatory updates impacting client portfolios. Candidate Expectations: Client Acquisition & Growth: - Demonstrated ability to acquire and retain high-net-worth clients with a proactive sales approach. AUM Expansion: - Capable of meeting or exceeding AUM growth targets as set by the organization. Financial Expertise: - Sound understanding of financial markets, instruments, and wealth management principles. Communication Skills: - Excellent verbal and written communication, with the ability to explain complex financial concepts with clarity and confidence. Relationship Building: - Strong interpersonal skills to foster trust-based, long-term client relationships. Ethical Conduct: - Maintain confidentiality and operate with the highest integrity and ethical standards. Results Orientation: - Target-driven, highly motivated, and committed to achieving excellence. Proactive Mindset: - Eager to understand client needs and deliver optimal, client-focused financial solutions. 📧 Apply Now: Priya1@vanguardhrconsulting.com
Job Title : Manager / Senior Manager - Wealth (AUM) Location : Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai Employment Type : Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture long-term relationships with high-net-worth individuals, acting as their trusted advisor for all financial matters. Financial Needs Analysis: - Conduct in-depth assessments of clients' financial positions, including their assets, liabilities, income, expenses, risk appetite, and investment goals. Wealth Management Strategy: - Design and implement personalized wealth management plans aligned with client-specific financial objectives, risk profiles, and timelines. Portfolio Construction and Management: - Create, manage, and optimize diversified investment portfolios including equities, debt instruments, mutual funds, and alternative investments. Investment Advisory: - Offer expert guidance on market opportunities, asset allocation, and investment products in line with clients' strategies. Financial Planning: - Deliver holistic financial planning services such as retirement planning, estate planning, tax efficiency, insurance planning, and education funding. Business Development: - Identify and pursue new business opportunities to expand the client base and increase AUM in B2C. Performance Monitoring: - Review and analyze portfolio performance regularly; provide detailed reports and make necessary rebalancing decisions to maximize returns. Cross-Selling Opportunities: - Recognize and act upon opportunities to upsell and cross-sell relevant financial products and services based on clients' comprehensive needs. Market Intelligence: - Maintain strong knowledge of market dynamics, economic shifts, and regulatory updates impacting client portfolios. Candidate Expectations: Client Acquisition & Growth: - Demonstrated ability to acquire and retain high-net-worth clients with a proactive sales approach. AUM Expansion: - Capable of meeting or exceeding AUM growth,Mutual fund sale targets as set by the organization. Financial Expertise: - Sound understanding of financial markets, instruments, and wealth management principles. Communication Skills: - Excellent verbal and written communication, with the ability to explain complex financial concepts with clarity and confidence. Relationship Building: - Strong interpersonal skills to foster trust-based, long-term client relationships. Industry Type: Financial Services Department: Sales and Development Employment Type: Full Time, Permanent Role Category: Senior Wealth Manager Education UG: Any Graduate
Job Title: Manager / Senior Manager - Wealth Sales (AUM) 📈 Location: Delhi NCR, Bangalore, Hyderabad, Kolkata, Mumbai, Chennai Employment Type: Full-time | On-site This position is only for sales professionals who deal in AUM, PMS, and mutual fund sales. It is an individual B2C role. Are you a top-performing Wealth Manager with a proven pedigree in managing significant HNI portfolios? We are a premier financial services firm looking for a dynamic leader to drive our high-net-worth vertical. About the Role: In this pivotal role, you will be responsible for managing and growing an existing substantial client portfolio (AUM of ₹20 Crore to 80 Crore). You will leverage our robust platform and extensive resources to deliver bespoke, holistic financial solutions to our discerning clientele. Key Responsibilities: Build & Nurture Relationships : Act as the trusted financial advisor to high-net-worth individuals, fostering long-term, strategic partnerships. Holistic Financial Planning: Conduct in-depth analyses of clients' financial health to design and implement comprehensive wealth management strategies encompassing investments, retirement, tax, and estate planning. Portfolio Mastery : Construct, manage, and optimize sophisticated investment portfolios across equities, debt, mutual funds, and alternative investments. Strategic Advisory: Provide expert advice on asset allocation, market trends, and investment products to align with clients' goals and risk profiles. Business Development: Proactively identify and capitalize on new opportunities to acquire HNI clients and expand Assets Under Management (AUM). Performance & Compliance: Ensure rigorous performance monitoring of portfolios and strict adherence to all regulatory and compliance guidelines. Who We Are Looking For: A proven track record of success in a Mutual Fund sales, Securities, or Private Wealth firm. Demonstrable experience in managing a large HNI client book with AUM in the range of ₹20 Cr - ₹ 80 Cr. A strong hunter mindset with a proven ability to acquire, retain, and grow HNI relationships and AUM. Deep expertise in Mutual fund sales,Wealth Management products ,investment products, and wealth management principles. Exceptional communication and interpersonal skills, with the ability to simplify complex concepts. Unquestionable integrity and a commitment to the highest ethical standards. Results-oriented, highly motivated, and driven to exceed targets.