163 Wealth Jobs - Page 7

Immediate requirment for Leading bank We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can apply or WhatsApp profiles to 7305390183

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Insurance, 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 Insurance/Mutual Fund Company only. Interested Candidates please share your profile on pradeepjain@rathi.com Desired Candidate Profile Preferably looking for Experienced Relationship Manager from Banks & Broking Company & General Insurance and Life insurance and Mutual Fund etc( Min 1yr -10 years ) Perks and Benefits Salary 04Lpa - 10 Lpa + Incentive as per policy Office Address : Anand Rathi Share & Stock Broker Ltd Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , - India Tel No: +91 712 663 5600 Website: www.rathi.com

A Wealth RM in the Bancassurance Channel is responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) through strategic partnerships with banking institutions.

Acquire new customers and generate broking revenues as per targets . genrate revenue and follow the Deal Desk Process .Activate new clients for broking relationships and ensure seamless servicing .Cross Sell of Products Ensure adherence to surveillance and risk processes

Role & responsibilities Key Responsibilities: - Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals. - Recommend and manage a diversified portfolio of mutual funds tailored to client requirements. - Provide clients with ongoing support, performance updates, and market insights. - Generate new business through referrals, networking, and prospecting potential clients. - Collaborate with the investment and research teams to create appropriate solutions for clients. - Ensure clients are fully informed about mutual fund products, risks, and investment strategies. - Monitor market trends and provide timely updates and advice to clients on their investment portfolios. - Assist in the preparation of client presentations, reports, and other documentation. - Meet and exceed sales targets and other performance metrics. Preferred candidate profile Bachelors degree in finance/marketing, Business, or related field (MBA preferred). - Proven experience (3+ years) in mutual fund sales, wealth management, or financial services. - Strong knowledge of mutual funds, investment strategies, and financial markets. - Excellent communication and interpersonal skills to build and maintain client relationships. - Client-focused with a strong ability to understand and address clients financial goals. - Results-driven with a passion for achieving sales and business development goals. - Ability to work independently and as part of a team.

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers Note: Immediate joiners preferred. Apply Now or Send Your CV to [Email ID] How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: 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 centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

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.

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

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

Job Description Wealth Manager Education : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 years + Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills – ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of products Process Orientations – self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring 360 client engagement – “Total Client Ownership” Ensuring adherence to Compliance processes and guidelines

We are hiring for our leading NBFC Client JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 8+ years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S