10 Wealth Advisory Jobs

You are a dedicated Investment Advisor with 1-2 years of experience in wealth advisory and a solid understanding of the virtual digital asset industry. Your primary focus will be on providing exceptional service to clients and ensuring the best possible outcomes for them. In addition to this, you will take charge of generating your own leads to grow your client base. This is a full-time position with a day shift schedule. The ideal candidate should have a total of 2 years of work experience, with a preference for those who have worked in a similar role previously. The work location for this role is in person. If you are passionate about wealth management, have a keen interest in the virtual digital asset industry, and possess a drive for client satisfaction, we encourage you to apply. The application deadline for this position is 20/01/2025.,

Role & Responsibilities Team Lead (Liabilities & Wealth Management) Team & Business Management Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality . Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience . Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening. Customer Engagement & Service Conduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory closure within defined TAT . Ensure RMs connect with 100% of the mapped client base to drive comprehensive relationship coverage. Portfolio Management Focus on improving portfolio quality by ensuring correct customer segment fitment , balance growth , and cross-selling of both financial and non-financial products. Monitor attrition levels in both New-to-Bank (NTB) and Existing-to-Bank (ETB) portfolios and take preventive actions. Drive product per customer/family enhancement by coaching RMs on structured sales processes and customer profiling. Compliance & Sales Supervision Conduct regular supervisory reviews and ensure accurate customer profiling for better product alignment. Ensure mapped RMs adhere to sales and service process guidelines and are compliant with certification and training requirements . Provide investment advisory oversight , ensuring customers receive suitable and compliant recommendations. Cross-functional Collaboration Collaborate with Branch Heads, Cluster Heads, Circle Business Managers, and Product Teams (e.g., TPP, Assets, CBG, RFR) to achieve shared business goals. Partner with various stakeholders to design action plans , drive central office initiatives , and meet organizational objectives . People Development Lead recruitment and onboarding of new RMs. Ensure timely completion of mandatory certifications for all RMs. Coach and develop team to build pipeline through referrals and support NTB acquisitions .

Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products, while ensuring superior customer experience and compliance. Key Responsibilities: Relationship Management: Manage banking and investment relationships of HNI clients. Drive overall growth in liabilities and investment business. Develop and expand customer relationships with service levels that exceed client expectations. Identify and tap additional revenue opportunities in current and potential relationships. Proactively sell the full range of retail and commercial banking products. Business Development: Generate incremental business across multiple products: liabilities, retail assets, business banking, FOREX, credit cards, investments, etc. Increase CASA balances through deepening and acquisition strategies. Drive higher product and channel penetration to maximize wallet share. Customer Engagement: Ensure portfolio quality through regular client interactions and relationship value maintenance. Act as the face of the bank and the first point of contact for client servicing and sales satisfaction. Investment Advisory: Conduct financial planning and investment advisory tailored to HNI clients. Drive revenue through fee-based products like mutual funds, insurance, and structured investments. Process & Audit Compliance: Ensure all sales activities and client interactions are documented as per organizational process. Profile clients thoroughly and align products to their financial goals in line with compliance norms.

Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Looking candidatefor wealth management role with one of well established brand name Position- Wealth Manager Job Location- Mumbai Qualification- Graduate/PG in relevant field Experience- 10-20 years Salary- 25-30% hike Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Routine Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer. o Educational Qualifications:Graduation / Post Graduation in any discipline o Experience: 9+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Average experience of 4+years-Inshort stable profile o Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform Skills:IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) Must have handled book size of 100cr. Interested candidates are requested to share cv with below details Current CTC Expected CTC Notice Period Contact Shweta 9289781483 [HIDDEN TEXT] www.hrnotion.in

Dear Candidate, Greetings From "APEX SERVICES" Designation- Investment Portfolio Advisor CTC:- UPTO 12 LPA Direct Responsibilities Responsible for gathering assetsfor investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book . Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. 6. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 5 A) - Mandatory. Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.

Wealth/ Affluent / Burgundy Relationship Manager : Gurugram / Manesar / Haryana Contact : Ms. Sneha Bhatt About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.