341 Wealth Jobs - Page 3

Role & responsibilities Connecting with HNW, Family offices and Investment funds, Building a reliable network Formulating customized pitch for the investors Pitching company assets to the investors Closure of sale

- 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@yahoo.com

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Position - Wealth - Manager /Sr Manager / AVP Experience - 2 to 20 yrs Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , Raipur The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients...

• We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets • Lead will be provided • Need to seat in bank handle walking customer • Close the leads provided by Company Required Candidate profile -Graduation is a must -Age must be in between 21-38 -Minimum 2 years of work experience -BFSI experience preferred *For better reach you can share your CV @ Nimesh| 9033796817

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an A...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Private Wealth Manager / WM / RM Experience - 2 yrs to 10+ yrs Locations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , Hyderabad Requirement - The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investme...

Dear Candidate, Urgent opening with leading Broking Firm. Location : Bangalore and Hyderabad CTC : Upto 50 LPA Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973 Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth Managers across the assigned location. This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences....

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Hi Opening in Leading Bank for the following position Designation: Privy RM Wealth Management Grade: Senior Manager & AVP CTC up to 18Lacs Location: Hyderabad Job Description: Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and e...

- 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@yahoo.com

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Location :- Delhi, Mumbai, Bangalore, Ahmedabad and Indore Role & responsibilities Overall new AUM growth in line with the objective laid down by the company. Managing Individual & team P&L. To Develop the strategic plan for Wealth Management to meet business objectives. Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements To meet the Business/sales targets for the region on monthly, quarterly and annual basis. To do timely appraisal / review of performance of team in the region. Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients Conduct regular portfolio reviews and risk assessments. Stay updat...

Location :- Delhi, Mumbai, Bangalore, Ahmedabad and Indore Role & responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to ...

Location - Delhi, Mumbai, Bangalore, Ahmedabad and Indore Role & responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to a...

Hiring: Unit Head Wealth Management (AVP/VP) Client: Leading NBFC Firm Location: Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai Experience Required: 1215 years in Wealth Management / Private Banking We are looking for a seasoned Unit Head – Wealth Management (AVP/VP level) to lead a team of high-performing Wealth Managers. This leadership role is pivotal in driving AUM & AUA growth, strengthening HNI/UHNI client relationships, and ensuring best-in-class investment advisory. Preference will be given to candidates who can onboard an existing, high-performing team. Key Responsibilities: Team Leadership & Development Lead, mentor, and develop a team of Wealth Managers to ac...

Hiring: Unit Head Wealth Management (AVP/VP) Client: Leading NBFC Firm Location: Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai Experience Required: 1215 years in Wealth Management / Private Banking We are looking for a seasoned Unit Head – Wealth Management (AVP/VP level) to lead a team of high-performing Wealth Managers. This leadership role is pivotal in driving AUM & AUA growth, strengthening HNI/UHNI client relationships, and ensuring best-in-class investment advisory. Preference will be given to candidates who can onboard an existing, high-performing team. Key Responsibilities: Team Leadership & Development Lead, mentor, and develop a team of Wealth Managers to ac...

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

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, r...

Position Overview We are seeking a dynamic and results-driven Relationship Manager / Wealth Manager to join our esteemed organization. This role is pivotal in managing and enhancing client relationships while providing expert guidance on wealth management solutions. The ideal candidate will possess a strong background in financial services, particularly in high-net-worth individual (HNI) sales and investment strategies. With an annual salary of 6,00,000, this full-time position offers an exciting opportunity to work in a collaborative environment across multiple locations including Lucknow, Mumbai City, Delhi, and Pune . Key Responsibilities Develop and maintain strong relationships with hig...