321 Wealth Manager Jobs

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clie...

- 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

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communicati...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communicati...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communicati...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communicati...

Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter...

Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter...

We are seeking experienced sales professionals with a background in banking or financial product sales to join our team as Relationship Managers. The role involves driving sales of Mutual Funds, Equity, Bonds, and Insurance products, combining both provided client leads and independent business development efforts. This position is ideal for candidates who have proven expertise in financial sales, strong client acquisition skills, and the ability to deliver results within a competitive market. Key Responsibilities Client Acquisition & Lead Generation o Work on a mix of provided client data and self-sourced leads. o Build and maintain a strong pipeline of prospects through networking, referra...

Experience in direct selling of financial products including PMS and Advisory. Candidate should manage a minimum AUM of 50 Cr across PMS and Mutual Funds, with strong HNI relationships.

Role & responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection....

You will be working as a Financial Advisor or Wealth Manager at Gamut HR Solutions, a company focused on job placements. With 4 to 6 years of experience, this full-time position is based in Hyderabad, Telangana, India, offering a competitive salary. **Key Responsibilities:** - Provide financial planning and investment advice to clients - Develop personalized financial strategies based on client goals - Monitor and review client portfolios regularly - Recommend suitable investment products and insurance plans - Assist clients in building and managing wealth effectively **Qualifications Required:** - Proven experience as a Financial Advisor or Wealth Manager - In-depth knowledge of investment ...

- 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

Role & responsibilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & ...

Role Overview: You will be a full-time Investment Specialist based in Lucknow at Workassist. Your primary responsibilities will include analyzing investments, developing and executing investment strategies, and managing investment portfolios for clients in the wealth management industry. Key Responsibilities: - Analyze investments and provide recommendations based on financial expertise - Develop and implement effective investment strategies tailored to client needs - Manage investment portfolios to maximize returns and minimize risks Qualifications Required: - Possess strong analytical skills and a deep understanding of finance - Previous experience in Investments, Investment Strategies, an...

As an Investment Specialist at Workassist in Lucknow, your role will involve analyzing investments, developing and executing investment strategies, and managing investment portfolios for clients. You will be responsible for: - Utilizing analytical skills and finance expertise to make informed investment decisions - Demonstrating experience in Investments, Investment Strategies, and Investment Management - Applying strong problem-solving abilities to address investment challenges - Communicating effectively and building strong interpersonal relationships with clients To excel in this role, you should have a Bachelor's degree in Finance, Economics, Business, or a related field. Workassist is a...

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred. Job Description Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth Build and manage customized investment portfolios aligned with client financial goals Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services Strengthen long...

Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship with the clients. Required Candidate profile Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship.

As a Wealth Manager / Asset Desk Manager at our company, your primary role will involve managing the investments relationship of our clients and being responsible for the overall growth of the Investment business. Your key responsibilities will include: - Providing investment advice and solutions to customers - Educating and clarifying customer queries on our standard products To qualify for this position, you should have a minimum of 4-15 years of experience and hold a Graduate/PG degree in MBA Marketing or an equivalent field. In addition to the responsibilities mentioned above, you will also be entitled to the following benefits: - Cell phone reimbursement - Health insurance - Provident F...

As a Wealth Manager for HNI/UHNI clients at an NBFC client, your role involves managing and growing relationships with high net worth individuals by providing personalized investment solutions. You will be responsible for the following key tasks: - Manage portfolios and cultivate long-term client relationships. - Offer customized investment strategies based on clients" financial goals and risk tolerance. - Conduct regular reviews of portfolio performance and stay updated on market trends. - Acquire new clients and enhance the wallet share of existing ones. - Meet the assigned region's AUM and revenue targets. To qualify for this position, you should meet the following requirements: - Hold an...

Location -Bangalore, Chennai, Mumbai, New Delhi Leading investment company is hiring for Wealth manager for chennai andBangalore location Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales...