256 Wealth Manager Jobs - Page 6

- 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

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relat...

Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret complex financial data and market trends. -...

Mega Hiring: Relationship Manager / Sr. Relationship Manager / Deputy Branch Manager Location: Chennai Openings: 20+ | Experience: 1+ Years | Notice Period: Immediate / 15 Days / 1 Month CTC: Negotiable for the right candidate Education: Any Graduate Industry: BFSI, Investments & Trading Employment Type: Full-time, Permanent Job Role: Sales (Financial Adviser for client) Role Overview: We're looking for dynamic professionals with experience in direct sales (insurance/mutual funds) to join our growing team. Your role will involve acquiring new clients, managing portfolios, and offering personalized investment solutions. Key Responsibilities: *Acquire and manage client relationships through da...

Position: Senior Private Banker / Regional Head Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams throug...

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...

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...

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 for this position will have a solid background in sales or fundraising, strong communication skills, and a commitment to non-profit impact. Your primary responsibilities will include: - Leading fundraising efforts from Corporates, ensuring a balance of multi-year and one-year projects. - Taking ownership of partner ...

We are seeking an experienced Wealth Manager with a solid background in the stockbroking industry to join our team. As a Wealth Manager, you will play a crucial role in offering personalized investment advice to clients and overseeing their investment portfolios to help them realize their financial objectives. Your responsibilities will include developing and nurturing relationships with clients to comprehend their investment objectives and risk appetite. You will be tasked with delivering tailored investment advice and recommendations to clients based on their unique requirements and situations. Monitoring and managing clients" investment portfolios to ensure they are in line with their goa...

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...

Job description Superior Service Delivery: RM is primary point of contact for all client requirements, however, the sales nature of RM role requires him to be out of the Branch and not able to coordinate for service requirements of the client. YES FIRST Service Anchor will ensure delivery of superior service to YF clients through: First Time Right on all internal and external processes regarding banking and investment requirements of mapped clients Take ownership for end to end closure and delivery of service to YES FIRST clients through coordination for service and transactional requirements Provide a product and process level expertise to YF clients to ensure that service standards are met...

Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST ...

Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental usiness. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST H...

Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST ...

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate...

Right Horizond Advisory is looking for WEALTH MANAGER to join our dynamic team and embark on a rewarding career journey We are seeking a dedicated and experienced Wealth Manager to join our financial services team As a Wealth Manager, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families Your expertise in wealth management, financial analysis, and client relationship management will contribute to helping clients achieve their financial goals and secure their financial future Key Responsibilities: Client Relationship Management:Build and maintain strong relationships with high-net-worth clients by understanding t...

Equity, commodity, insurance, mutual fund and selling the Financial products. Handle customer queries and objections effectively. Retaining and renewing the existing client base. EXp.- 6 Months - 2 Year

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Urgent Hiring for !!! PCG Relationship Manager!!! for one of the leading broking firm. Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM) Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job description Join us as an Operation Analyst -Investment Operations at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be successful as an Operation Analyst -Investment Operations, you should have experience with: Roles and Responsibilities: The coreactivities/responsibilitiesfor this function are mentioned below- Execution and Settlement of Transactions for Wealth, PMS and Advisory Clients- 1) Exchange Trades - Equities Derivatives 2) Mutual Funds 3) Bonds, MLDs, IPOs 4) Managed Products, Maintenance of Sec...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Lead investment advisory division Create tailored investment strategies Oversee equity research &portfolios Act as SEBI PrincipalOfficer Ensure SEBI compliance Collaborate with research,tech,compliance Represent firm in webinars,seminars,client meets Required Candidate profile Postgraduate in Finance (MBA/CA/CFA) SEBI IA certified (NISM X-A & X-B) 7–10 yrs in equity research & advisory Strong in portfolio mgmt & compliance Pune-based or ready to relocate

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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. PRE-REQUISIT...

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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. PRE-REQUISIT...