182 Wealth Product Jobs - Page 2

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Responsibilities: * Develop growth strategies & manage portfolios * Drive HNI acquisitions through investment advisory services * Lead business development initiatives * Oversee asset under management & wealth product offerings

We are hiring for branch head in Jaipur, Pune & Thane (Maharashtra), For more details please connect with us on sales@numericinfosystem.com .

We are hiring for Relationship Manager in Chennai, Madurai & Pondicherry. For more details Please connect with us :- hr@numericinfosysytem.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Lead a team of RM's and RH's & State Head Developing and implementing strategies to acquire new UHNI/NRI Affluent clients Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Affluent Banking Wealth Banking UHNI & HNI / NRI Clients Sourcing PMS & AIF Management Team Leading Perks and benefits Best in Industry (BFSI)*

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct ...

Mutual Funds Sales Executive | Pune | Full-time Entry-level role for grads passionate about finance. Sell MF products, manage clients, meet sales targets. CTC up to 3.75L + perks.

Job Opportunity for Associate Director- RM with MNC Bank 9 years-18 Years of exp into sales of Wealth products AUM mandatory This will be an Individual Contributor Role Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Need candidate with Private Bank experience.

-Conduct market research and analysis to identify emerging trends, investment opportunities, and client preferences within the stock market. -Stay informed of regulatory requirements, industry best practices, and emerging trends in stock market product development. -Provide training and support to internal teams and clients on new products and solutions. -Analyze competitor offerings and market dynamics to develop strategies for enhancing our product offerings. -Collaborate with partners to align product roadmaps, share insights, and jointly plan for product success. -Identify bottlenecks and areas of improvement within existing broking products, and work closely with cross-functional teams ...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Job Title: Key Account Manager - Corporate Sales Experience: 4 - 8yrs (B2B2C exp. is must) Education: Any Graduate Locations: Gurgaon About the Role: You will lead the regional charter for Companys Corporate B2B2C business. This strategic role involves acquiring and nurturing key partnerships to distribute Company’s financial solutions at scale to employee bases. You will act as a trusted advisor to senior stakeholders in HR, Finance, and Rewards functions—enabling organizations to offer meaningful wealth and investment benefits to their employees. Beyond acquisition, you will drive deep penetration through employee awareness, engagement, and sustained usage. This is a senior leadership posi...

To Bulild relationships with Independent Financial Advisors (IFAs), driving sales and achieving targets. Key responsibilities include: building strong partnerships, providing product knowledge, and developing strategies to maximize business growth. Required Candidate profile Proven track record of developin strong relationships with IFA, achieving sales targets, & providing expert financial advice. Skilled in portfolio management, investment planning & wealth management.

To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relat...

Role & responsibilities 1. Manage the portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions with team. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 4. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 5. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1. 515 years of experience in private banking, wealth management in India. 2. Strong leadership capabilities with the ability to motivate and mentor a team. 3.Proven track record of managing HNW or UHNW...

Role & responsibilities Responsible for gathering assets for investment products such 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 fo the mapped book. Create an incremental SIP Book Will beresponsible for achieving the New Business development target by reactivating/activating new clients. Ensure all clients are metregularlys Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are don...

Company-Motilal Oswal Finance . Exp in Selling MF,SIP, Insurance, PMS,AIF,Client Acquistion, Good AUM Book Size With Regards Aarti Gulia 8287796991 AAR Manpower Service

We are hiring for branch head in Mumbai, Ahmedabad ,Surat and Kolkata ,for more details please connect with me on hr@numericinfosystem.com .

www.swastika.co.in Role & responsibilities Trading & Execution Execute Equity, Derivatives, Commodity, and Currency trades with speed and accuracy. Handle DTC, MTF, and Mutual Fund transactions; monitor Algo Trading systems. Ensure error-free order placement and confirmations on recorded lines. Client Servicing & Relationship Management Provide real-time trade updates and support on positions, funds, and limits. Share research ideas and guide clients on investment opportunities. Coordinate with RMs and Sales for client service and cross-sell. Reporting & Compliance Prepare reports on client trading, exposure, and volume. Follow compliance and risk guidelines; support backend coordination. Ad...

Develop and manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advisory services and Understand client goals and risk profiles to recommend suitable investment products and strategies.

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 upd...

Job Opportunity for Director- RM with MNC Bank 18 years-25 Years of exp into sales of Wealth products AUM: 150-250 CR+ This will be a Team Management Role. You will have to setup your own team. Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Chandigarh, Jaipur, Bangalore, Hyderabad, Ahmedabad, Indore, Pune Please Whatsapp resume to: 7595835146

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

Job Opportunity for Associate Director- RM with MNC Bank 12 years-18 Years of exp into sales of Wealth products AUM: 70-150Cr This will be a Individual Contributor Role Please Whatsapp resume to: 8018134910 Calls will not be entertained. Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Please Whatsapp resume to: 8018134910

KEY RESPONSIBILITIES Drive the revenue growth across all branches in the region through effective product penetration (Equity, Derivatives, Mutual Funds, Insurance, PMS, wealth etc.). Lead business development initiatives to expand the client base retail, affluent, and HNI segments. Own the P&L for the region, ensuring profitability through effective cost management and revenue optimization. Ensure regulatory compliance with SEBI, Exchange, and internal policies across all branches. Guide and monitor Branch Managers and front-line teams to achieve sales targets across all investment products