434 Wealth Jobs

Wealth Manager / Investment Advisor Private Wealth Location: Mumbai, Hyderabad, Ahmedabad Experience: 5+ years in Private Wealth / Investment Advisory About the Role: Were looking for an experienced wealth professional to partner with high-net-worth clients and deliver comprehensive financial solutions across multiple asset classes. The role demands strong relationship-building skills, market awareness, and the ability to craft personalized investment strategies aligned with client goals and risk profiles. Key Responsibilities: Develop and manage long-term relationships with affluent clients. Design tailored investment plans across products like mutual funds, PMS, AIFs, structured products, ...

Role & responsibilities 1. Critical Responsibilities: Acquire NTF (New to the Firm) clients and generate revenue for us. Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients. Offer wealth advisory services to clients. Ensure the growth of AUM (Assets Under Management) or book size in Mutual Funds. Analyze financial information of clients to determine strategies for meeting their financial objectives. Monitor financial market trends to ensure that client plans are responsive. Achieve targets based on acquisition and revenue generation through investment products. Responsible for business development through the acquisitio...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

As an Experience Management Senior Associate at EY, you will be part of a high performing team providing exceptional client service and helping employees gain experiences aligned with their career aspirations. You will have the opportunity to develop your skills in a global environment and receive support for your professional growth. Your role will involve working as the staffing lead for a specific region/service/competency team, implementing resource management processes, and ensuring operational efficiency within the business. You will collaborate closely with service delivery teams to track, analyze, and fulfill demand projections, new deals, and staff augmentation needs. Additionally, ...

• candidate get a leads from company have to convert it in sales. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 38 years *For better reach you can share your CV @ Karan | 7861004785 Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

ROLE: YES FIRST RM NRI RM YF BRM

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

Dear Candidate,Bajaj Allianz Life, KOTAK LIFE, Aviva Life, HDFC LIFE, Max Life. is doing BULK HIRING for there agency channel. Vacancies are huge.Candidates from ALL SECTORS with sales experience and interested to build CAREER in LIFE INSURANCE Perks and benefits High incentives

Interview Drive Details- Contact Person - Vidushi Gupta Venue- Yes Bank, Richmond Circle office ( Near to Glowing Lights, Richmond Circle) Timings- 12:30 PM to 3 PM Date - 3rd Nov'25 Please find below job description:- Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sal...

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...

Role & responsibilities To build and manage relationships with UHNI's in designated location including family offices and Corporates. To think strategically about building and scaling up a client relationship management platform To understand the nuances of each product and strategy and build investor portfolio accordingly To conceptualise and deliver quality advise and excellent investor service Continuously explore referencing and cross selling opportunities across the various investment management products of the firm Preferred candidate profile Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Position: Relationship Manager Job Title: Direct Sales Force Manager Location : Bangalore, Chennai, Hyderabad Company: RenewBuy India's 2nd Largest Insure-Tech Platform Website: www.renewbuy.com About the Role: We are hiring for our Direct Channel Life Insurance vertical. Join a fast-growing team and accelerate your career! Key Responsibilities: Promote & sell life insurance products Achieve self sales targets and expand our customer base. Leads Generation Understand customer needs and offer the right solutions Build & maintain strong customer relationships Deliver excellent post-sales service Who Can Apply: 1-6 years experience in life insurance or sales Strong communication & negotiation s...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Join Bajaj Capital Ltd 61 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Competitive Compensation Bi-...

Hi, Greetings from AVANI Consulting We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resu...

Role & responsibilities Building Relationship and driving sales along with increasing market share. Driving sales through different lead generation techniques and helping team members to achieve the sales Established and maintained strong relationships with key stakeholders, including UHNIs, HNIs, and Corporate clients. Analyzed client requirements and delivered personalized nancial planning solutions, resulting in increased client satisfaction and retention. Cross selling of a wide range of nancial products and services which includes Mutual Funds, Portfolio Management Services (PMS), Fixed Income Products, Alternative Investment Funds (AIFs), Structured Products and Stock Baskets to UHNIs,...

Role Overview: At EY, you have the opportunity to join as a Senior-Assistant Manager in the Assurance FAAS FSO WAM sector, specifically focusing on the Wealth & Asset Management industry. Your role involves providing advisory services related to finance optimization, system implementation, financial statement close process support, regulatory and statutory reporting, advanced data readiness & analytics, audit and control support for top global clients. You will work closely with FAAS Managers and Senior Managers on client engagements across different regions. Key Responsibilities: - Ensure quality of service delivery by guiding daily progress of fieldwork and informing Supervisors of engagem...

Hi, Please find the job description of Wealth RM Bangalore Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Se...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Hi We have an excellent Opening in Leading Bank for NRI - RO Profile - Hyderabad Designation : NRI - Relationship Officer CTC : up to 6Lacs Experience : min 1 to 6years Location : Across Hyderabad ( 10 position) Job Locations are Gachibowli, Kokapet, Financial District, Puppalaguda Manikonda, Kondapur Pragathi Nagar, Taranaka Abids, Kothapet Vanasthalipuram, Shaikpet Shamshabad and Nallagandla Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhanci...