76 Wealth Product Jobs

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Role & responsibilities Manage a portfolio of high-net-worth customers. Build and deepen relationships through proactive engagement and financial advisory. Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products. Conduct regular reviews with clients to ensure their banking needs are being met. Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed. Monitor and control attrition of the portfolio and ensure customer stickiness. Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, Insurance, etc. to increase revenue generation. Develop and maintain a strong understanding of retail liabilities business to provide tailored solutions to customers. Collaborate with internal teams to resolve customer queries and issues related to banking services. Analyze market trends and competitor activity to stay ahead in the market. Preferred candidate profile 2-7 years of experience in branch sales or similar role in banking industry. Strong knowledge of Casa Sales, CASA handling, HNI client handling, retail liabilities, Portfolio management and wealth product sales. Excellent communication skills for effective relationship management with HNIs. Ability to work independently with minimal supervision while meeting targets set by the organisation.

Handle a portfolio of clients, especially high-value or priority customers. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the company customer service policy. To exercise appropriate due diligence while on-boarding and engaging with clients. Meet or exceed monthly/quarterly branch-level sales and service targets. Coordinate and work closely with colleagues, Service teams Role & responsibilities Preferred candidate profile

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Ownership of Wealth Business initiatives(Both dependent & independent of Product-Led Initiatives) aligned with overall business goals Utilize analytics & insights to track performance and drive data-driven decision-making

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

Building relationships with HNI,Ultra HNI clients Analyse clients financial situation Develop personalized investment strategies Recommend suitable investment products Monitor investment portfolios Provide financial advice Required Candidate profile Must have relationship with relationships with HNI,Ultra HNI clients Joining immediate

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile Graduate / Postgraduate or an MBA Relevant NISM and other Certifications 5 years plus work experience in the financial services industry

Dear Candidate, Greetings From"APEX SERVICES" Role- Assistant Area Manager /Area Manager CTC- up to-8 LPA+ incentive + Other benefit Key Responsibilities: Business Growth & Revenue Generation: Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. Team Management: Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. Customer Acquisition & Retention: Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. Operations & Administration: Oversee daily branch operations, ensure smooth backend functioning, and manage distributor- level reporting and escalations. Compliance & Risk Management: Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation, and grievance redressal. Market Intelligence & Strategy: Scan local competition and consumer demand trends. Engage in innovative planning to align with evolving market dynamics. Candidate Profile: Experience: 46 years in wealth sales (Wealth Management firms, Banks, NBFCs) Education : Graduate Age : Below 33 years Notice Period : Maximum 1-2 months Kindly reply with updated CV on apex.ujjwal@gmail.com . if you are interested for the mentioned Job Role. you can call also on 6394266681

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Branch Manager For One of the Leading Capital Market Company Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Position Name: Sales Manager Qualification: Any Graduates/ Post Graduates Experience: 7 to 15 Years Location: Nariman Point CTC: As per industry norm Joining: Immediate joiners preferred Key Responsibilities Develop and execute sales strategies to achieve revenue targets in the wellness and healthcare verticals. Identify and build strong relationships with corporate clients, HR departments, wellness heads, hospitals, clinics, and healthcare institutions. Promote and sell wellness and healthcare products/services to corporate and institutional clients. Drive B2B sales initiatives including lead generation, client meetings, proposals, and contract closures. Manage the end-to-end sales cycle, from prospecting to post-sale account servicing. Monitor market trends, competitor activities, and customer preferences to optimize offerings and sales tactics. Coordinate with marketing, product, and service teams to ensure delivery and client satisfaction. Prepare detailed sales reports, forecasts, and pipeline tracking on a regular basis.