435 Wealth Jobs - Page 4

Role - Wealth Relationship Manager - - NBFC Firm Location - Hyderabad, Chennai, Bengaluru, Noida, Kolkata, Delhi Job Description: Develop and provide financial solutions to clients based on their individual requirements. Conduct timely and regular follow-ups with leads, and tag them on relevant broadcasts and news articles. Expand the client base by onboarding new clients through direct engagement and referrals, thereby increasing AUM. Schedule and conduct portfolio reviews of existing investors in a timely manner. Upsell and cross-sell relevant products, while updating clients on primary and secondary market trends. Share regular updates and research insights with investors. Collaborate wit...

Job Title: Wealth Manager Tata Capital Core Responsibilities 1. Client Acquisition & Onboarding • Pro-actively identify, qualify, and onboard High-Net-Worth Individuals (HNIs) and Ultra-HNWIs. • Leverage personal network, referrals, and micro-events to generate fresh leads. • Conduct risk-profiling exercises to align investments with client goals and temperament 2. Portfolio Planning & Management • Build tailor-made investment plans spanning equities, debt instruments, mutual funds, structured products, and real estate funds • Collaborate with internal research and product teams to structure compliant solutions • Perform periodic portfolio reviews, adjusting strategies based on market develo...

Exciting Opportunity in Mutual Fund Industry! We are hiring for the role of Relationship Manager HNI Sales with a leading Mutual Fund Company. Location: Mumbai CTC: Up to 17 LPA Experience: Minimum 4 years in handling HNI clients for Mutual Fund Sales If you have a proven track record of building strong relationships with HNI clients and driving mutual fund sales, we’d love to connect with you. Interested candidates can share resume at sweety.kaushik@upgrad.com or call at 8826983696

Position: Territory Sales 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 team 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: 3-8 years experience in life insurance or sales Strong com...

Position: Territory Sales Manager Job Title: Direct Sales Force Manager Location : Kolkata, Noida , Ahmedabad 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 team 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: 3-8 years experience in life insurance or sales Strong commun...

Exciting Career Opportunities in Wealth Management! We are hiring across all levels: Freshers with excellent communication skills & passion for finance Experienced Professionals proven expertise in pitching to HNI & Ultra HNI clients Be a part of a Leading Indian Personal Finance & Wealth Management Company! Position: Wealth Manager / Wealth Associate / Wealth Operations Executive Location: Gurgaon Salary: Best in the Market About the Role: As a Wealth Manager, you will create personalized financial plans for high-net-worth clients by: Managing investments and monitoring portfolio performance Providing tax & estate planning guidance Analyzing market trends to help clients achieve financial g...

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...

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...

Dear Candidate, Urgent opening with leading bank for RM Aspire Role. CTC : Upto 5.25 LPA Location : Western INTERESTED CANDIDATE CAN REVERT BACK WITH UPDATED RESUME ON qcnaukri1@gmail.com ANY QUERY CAN CALL Shrutika : 022-40697708 / 8369367973 Job Description : 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 Deepening of Portfolio by cross selling vari...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 8910750091 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter

Urgent Vacancy with Leading Bank Role - Priority Relationship Manager Location - Bangalore Key Responsibilities: - Provide financial solutions to the Priority 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 a...

Urgent vacancy with Leading Bank Role - Relationship Manager - Wealth Location - Bangalore Key Responsibilities: 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 alig...

IndusInd Bank Job Description Banking Partner/Sr Banking Partner Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Bangalore/Hyderabad/Chennai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to t...

You will be working on a portfolio of internal audit and SOX engagements for US CPA firms. This role also offers the opportunity to gain exposure in regional Banking client audits. Your responsibilities will include attending client calls during walkthroughs, creating related process narratives, managing a team of preparers, and ensuring quality work through detailed reviews of client work. Additionally, you will work on financial statement year-end audits for Wealth and Asset management (Private Equity and Hedge funds) and EBP engagements. You will also be involved in complex audit procedures, FS preparation under US GAAP, and engagement economics and project management. Your role will requ...

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...

Position Overview We are seeking a dynamic and experienced professional to join our team as a Branch Manager / AVP / VP in our Delhi office. This is an exciting opportunity for individuals who are passionate about the financial services industry and have a proven track record in managing teams and driving business growth. The ideal candidate will possess a deep understanding of equity derivatives, wealth management, and high-net-worth individual (HNI) sales. Key Responsibilities Lead and manage the branch operations, ensuring compliance with regulatory requirements and company policies. Develop and implement strategic plans to achieve business objectives and enhance profitability. Oversee th...

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand 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 volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Require Regional Wealth & Investment Strategist.

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...