9 Wealth Advisor Jobs

Head Offshore Investments Location: Mumbai Business Unit: International Banking Group Role Type: Managerial Job Description Lead the development and management of international investment products (mutual funds, bonds, structured products, REIT/INVITS, alternates and more). • Ensure regulatory compliance with RBI, SEBI, and international authorities like CBB, DFSA, MAS, etc. • Collaborate with stakeholders (Wealth Advisors, Marketing, Compliance, IT) and external partners (AMCs, custodians). • Drive customer-focused enhancements and enable the sales force with training, analytics, and tools. • Monitor and report on product performance, profitability, and customer uptake. Experience Bachelor’s in Finance, Business, Economics (MBA/Master’s in Finance preferred); CFA/CA/FRM will be a plus. • Minimum 5 years’ experience in product/wealth management, investment banking, with strong exposure to offshore products and regulatory compliance. • Robust understanding of global markets, asset classes, risk frameworks, and end-to-end product lifecycle management. • Analytical mindset with proficiency in financial modeling and complex data interpretation. • Excellent communication, stakeholder management, and project leadership skills.

As a Financial Relationship Manager at IMMPL Wealth Management, you will be responsible for accurately analyzing the financial needs of both new and existing clients. Your role will involve handling sales administration tasks such as pricing, query resolution, internal documentation, and fostering strong relationships with the operations team to ensure the seamless management of client accounts. Your key responsibilities will include identifying client needs and offering appropriate financial planning assistance and asset allocation in collaboration with our Research & Financial Planner team. It will be essential for you to expand existing client relationships, enhance client satisfaction, reinforce client commitment, retain clients, and increase revenue for IMMPL Wealth Management. Additionally, acquiring new clients will be a crucial aspect of your role. You will be expected to build and nurture relationships with High Net Worth Individuals (HNIs) to drive revenue growth. Providing clients with recommendations on cash management, insurance coverage, investment planning, and other financial strategies to help them achieve their financial goals will be a significant part of your job. Furthermore, implementing financial planning recommendations, regularly reviewing clients" accounts and plans, and reassessing plans when necessary due to life changes, economic factors, or financial performance will be vital tasks. Managing client portfolios encompassing various financial products like insurance, mutual funds, hedge funds, real estate, and fixed income instruments will be a core part of your responsibilities. Keeping client plans updated, preparing and interpreting investment performance reports, financial summaries, and income projections for clients, as well as collaborating with different teams within the organization such as Research, Financial Planning, Insurance, and Operations to ensure timely information delivery to clients, will also be part of your duties. Your qualifications should include a comprehensive understanding of finance and financial terms, along with a passion for networking, maintaining relationships, and a natural inclination towards customer service. Strong conversational and communication skills, empathy, and the ability to display leadership qualities will be essential for excelling in this role. This position requires 5-10 years of experience in financial planning and relationship management. The salary range for this role is between 7 Lac to 20 Lac per annum. The industry focus is on Sales & Marketing, Business Development, and Telecaller services, while the desired qualification is a Professional Degree. Key skills for this role include Financial Planning, Wealth Management, Relationship Management, BFSI knowledge, leadership capabilities, financial reporting expertise, and strong analytical skills.,

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Preferred candidate profile • Graduate (Mandatory) • At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Preferred candidate profile • Graduate (Mandatory) • At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)