341 Wealth Jobs

Industry: Financial Services (Broking) Department: BFSI, Investments & Trading Role Category: BFSI, Investments & Trading - Other Employment Type: Full-Time, Permanent Role Overview The position requires building and nurturing strong relationships with high-net-worth clients to understand their financial aspirations and provide tailored wealth management solutions. The role focuses on advising clients across a range of investment products, ensuring their portfolios align with their goals and risk tolerance, while driving business growth through new client acquisition and cross-selling. Key Responsibilities Develop and sustain trusted relationships with high-net-worth individuals by comprehen...

In this role at EY as a Senior Manager in Internal Audit & Risk for Financial Services, you will be an integral part of the Enterprise Risk Team supporting client engagements in Risk Consulting, Internal Audit, and GRC solutions across the MENA region. Your main focus will be on Wealth and Asset Management, Banking, and Insurance sectors. Your responsibilities will include: - Leading audit engagements and risk assessments within the Financial Services sector - Providing strategic insights to enhance governance, risk management, and control processes - Interacting with all levels of management, including C-Suite management - Understanding Financial Services sector risks, issues, trends, and b...

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling AMC Products 2. To up sell products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest ...

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings & achieve business target. Interested can share Resume on HR 6352492572

Job Specifications Role Designation: Sr RM/RM Department: Investment Products Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for give...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Kolkata/Hyderabad/Chennai Required Candidate profile The individual is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Brokerage generation. Required Candidate profile The individual is required to provide advisory services to HNI and Ultra HNI clients in Equity, Derivatives, and Currency. Must have NISM Certificate. Markets. Responsible for brokerage generation.

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with...

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products :Mutual Funds, PMS, Structured Products. Handle and manage clients with ...

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Client - Vacancy with various leading banks. Role- Current Account Relationship Manager Location - Chennai, Coimbatore Job Description: As a Current Account Relationship Manager (RM) , you'll be responsible for managing and growing a portfolio of current accounts, building strong client relationships, and driving business growth through cross-selling and product knowledge, while adhering to bank policies and procedures. Please feel free to reach out for any queries. Interested candidates can WhatsApp profiles to 8925889567

Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch-work Required Candidate profile Graduation or Above Age 21 to 40 Years Minimum 8 Months experience in any sales Fresher's Can't Apply Good Communication ship Vacancy in All South location Perks and benefits - Incentive - Life Insurance Cover - Paid Leave

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Empl...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

You will be joining as a Regional Manager for HNI Wealth Products, where you will play a crucial role in acquiring, managing, and retaining High Net Worth (HNI) clients primarily for wealth management services. Your responsibilities will include building strong relationships, providing financial advisory services, and ensuring exceptional service standards. To excel in this role, you must have experience in selling both mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, as well as managing investment portfolios across various asset classes. Your key responsibilities will revolve around client acquisition and management. You will be tasked with acquiring, managi...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

You will be working at M&G Global Services Private Limited, a subsidiary of M&G plc group of companies, offering a range of financial products and services through Asset Management, Life and Wealth sectors. Your role will involve working under the guidance of senior managers to support the M&G Plc IA function and M&G Global Services. This includes tasks such as planning and risk assessment, attending meetings with auditees, coordinating information collation, and preparing audit planning documentation. You will also be responsible for audit performance by traveling to different sites, conducting audit testing, maintaining audit files, and ensuring compliance with data protection laws. In add...

Dear Candidate We and exciting opportunity for Senior Sales Relationship Manager Mutual Fund & Insurance with MEHEK FINMART PVT LTD for Mulund Mehek Finmart Private Limited is an Indian private limited company incorporated on March 28, 2023. It is classified as a non-government company and operates within the financial and insurance activities sector. Industry: The company is involved in financial and insurance activities. Location: Mulund west - 7-8 min walkable distance Job Title: Senior Sales Relationship Manager Mutual Fund & Insurance Experience Required: Minimum 5 years (must be with Individual MFD and Insurance Advisor) Key Responsibilities: - Independently pitch and close mutual fund...