300 Wealth Manager Jobs

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...

Job Description - Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship manag...

Position: Wealth Manager Location: Hubli / Mysuru Job Overview We are hiring dynamic Wealth Executive to work with pre-qualified, filtered leads and deliver comprehensive financial planning and investment solutions to retail, affluent, and high-net-worth clients. You will collaborate closely with our research and product teams to recommend the right investment strategies and build long-term client relationships. Key Roles & Responsibilities Client Acquisition & Relationship Management Acquire and service preferred, affluent, and high-net-worth clients. Build and grow AUM through Mutual Funds, PMS, Structured Products, and other investment solutions. Maintain strong, ongoing client relationsh...

Hi, Please find the job description of Wealth RM Chennai Designation: Senior Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Responsible for managing and growing relationships with HNI/Ultra-HNI clients. Provide customised wealth and investment advisory based on client goals. Acquire new high-value clients and expand AUM and liabilities. Cross-sell investment, deposits, insurance, and other financial products. Conduct regular portfolio reviews and ensure high service standards. Ensure full compliance with KYC/AML and regulatory guidelines. Coordinate with internal teams for seamless client onboarding and servicing. Achieve monthly business, revenue and product penetration targ...

Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Client Relationship Management • Build, strengthen, and maintain long-term relationships with clients. • Conduct regular portfolio reviews and provide personalized financial solutions . • Ensure superior client servicing standards and timely resolution of queries. 3. Compliance & Risk Management Ensure strict adherence to company policies, compliance standar...

Responsible for client acquisition, revenue generation, investment products. Acquire new customers through converting referral leads. Must have good communication skills, Generating Leads for Financial Product Distributor. Required Candidate profile Provide trainings to Partners, Prepare business development plans Establishing Strong relationships with Partners, IFAs. Responsible for client acquisition, investment products. Achieve targets.

You are applying for the role of Vice President Fund Raising (Equity + Debt) at TSC Finserv, a Non-Banking Financial Company (NBFC) specializing in providing credit facilities to used car dealers and EMI-based loans to end customers buying used cars. **Role Overview:** As the Vice President Fund Raising, your primary responsibility will be to manage and cultivate relationships with High-Net-Worth Individuals (HNIs). You will lead equity and debt fundraising initiatives, collaborate with internal teams on financial planning, identify new investment opportunities, and represent TSC Finserv in investor meetings and industry events. **Key Responsibilities:** - Manage and enhance relationships wi...

- 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

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.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

Location: Chennai Industry: Wealth Management Experience Required: 4 to 8 years Team Size to Manage: 4 - 10 RMs Role Overview The Wealth Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI & UHNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies. Key Responsibilities Manage and mentor a team of RMs to acquire and service HNI & UHNI clients Grow AUM through new client acquisition and deepening existing relationships Support the team in portfolio reviews and investment advisory Track the local Affluent and Super Affluent market for new business Keep the team up...

About the Role: You will be responsible for achieving Bhumis financial goals by acquiring and onboarding new corporate partners, nurturing strong relationships, and ensuring program funding. Your role will involve collaborating with corporate partners to enhance satisfaction with Bhumis program delivery and employee engagement, promoting retention and loyalty. The ideal candidate will have a solid background in sales or fundraising, strong communication skills, and a commitment to non-profit impact. Primary responsibilities include: - Lead fundraising from Corporates, ensuring a balance of multi-year and one-year projects - Own retention of partners, engagement, reporting, employee volunteer...

Role & responsibilities Acquire and manage HNI / affluent clients Understand client risk profile & investment needs Cross-sell equity, mutual funds, bonds, PMS and other wealth products Provide regular portfolio reviews & superior client servicing Achieve revenue & AUM targets through an advisory-based approach Preferred candidate profile

Banyan Tree Advisors is a SEBI-registered Portfolio Management Service (PMS) firm established in 2004, with offices in Bengaluru and Mumbai. As of September 2025, we manage over 6,000 crores AUM for more than 2,000 clients. We follow a value investing philosophy, focusing on investing clients funds in equities of listed companies to achieve sustainable long-term wealth creation. Our consistent and superior performance stems from a disciplined and research-driven investment approach. We are in the process of establishing a new Alternative Investment Fund (AIF) entity - Banyan Tree Advisors Investment Management LLP - headquartered in Mumbai, with a branch office at GIFT City. Role: Principal ...

Immediate requirement for Leading bank we are 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, NRIwealth 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 pr...

Should Experience in Wealth/Retail and Relationship Banking. The Roles which would play as a Individual contributor from Wealthy Customer Relationship, Sales Strategy to Database Maintaining/Reports Contribution to Management. Required Candidate profile who has good Relationship with Wealthy/Retail/Investment/Affluent/Priority type of Customers in to Business Banking. Handling Portfolio of Good Numbers and Sales. Exp in Financial/Investment Advisory. Perks and benefits Reimbursements, Conveyance and Incentives

Should Experience in Wealth/Retail and Relationship Banking. The Roles which would play as a Individual contributor from Wealthy Customer Relationship, Sales Strategy to Database Maintaining/Reports Contribution to Management. Required Candidate profile who has good Relationship with Wealthy/Retail/Investment/Affluent/Priority type of Customers in to Business Banking. Handling Portfolio of Good Numbers and Sales. Exp in Financial/Investment Advisory. Perks and benefits Reimbursements, Conveyance and Incentives

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com What's up 9318431991

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...