182 Wealth Product Jobs - Page 8

About Guardian Guardian Capital has been awarded The best investment advisory firm across India by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Position: B2B Wealth Sales – Senior Manager Job Description : We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. T...

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...

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

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...

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

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.