Urgent Hiring as Wealth Manager in NBFC Company Veerwal Getwork Services

6.0 - 11.0 years

5 - 15 Lacs

gurugram, delhi / ncr, mumbai (all areas)

Work from Office

Urgent hiring as Wealth Manager in NBFC Company Job location :- Mumbai , Gurgaon , Delhi Salary :- Upto 15 LPA Experience : Min 5 Years Role & responsibilities • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) • He/She would be responsible to drive the TPP sales through branch sales team and advisors. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and up...

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BDRM/Mutual Funds/NISM-5A Sharekhan

1.0 - 3.0 years

2 - 3 Lacs

nagpur, sangli, amravati

Work from Office

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

Posted Date not available

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BDRM/Mutual Funds/NISM-5A Sharekhan

1.0 - 3.0 years

2 - 3 Lacs

jalgaon, nashik, aurangabad

Work from Office

Posted Date not available

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Wealth Manager- Business Swastika Investmart

1.0 - 5.0 years

3 - 7 Lacs

ludhiana

Work from Office

Position : Business Manager-WealthLocation : Ludhiana We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends. Key responsibilities Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial need...

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BDRM/Mutual Funds/NISM-5A Sharekhan

1.0 - 3.0 years

2 - 4 Lacs

pune

Work from Office

Posted Date not available

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Wealth Manager Mirus Solution

8.0 - 13.0 years

20 - 30 Lacs

gurugram

Work from Office

you will be responsible for acquiring, managing, and growing a portfolio of high-net-worth (HNW) clients. You will deliver exceptional service and holistic financial advice while ensuring adherence to compliance and global banking standards.

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