54 Wealth Sales Jobs

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Relationship Manager Position Grade: M3/M4Busines Unit: Department: Wealth Sub Function: Sales Location: (PAN India Positions) Number of Positions: Single / Multiple Position Type: Full Time Job PurposeDirect Reports (Position Title) The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfo...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM)/Wealth RM - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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 ...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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 Competenci...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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 Competenci...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Responsible for guiding and motivating a team of Insignia Relationship Managers to achieve target revenue. It involves strategic tactics to acquire new clients, deepen client relationships, cross-sell products, and engage with clients effectively.

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

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 ...

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

As an Assistant Area Manager, you will be responsible for managing the designated areas in Cochin, Belgaum, Jaipur, Raipur, Vijayawada, and Mangalore. Your primary role will involve overseeing wealth sales operations and ensuring the achievement of set targets. Key Responsibilities: - Utilize your 4-6 years of wealth sales experience background from Wealth Management companies, Banks, NBFCs, and Broking companies in wealth management & financial planning to drive sales in the designated areas. - Manage a team of sales professionals and provide guidance and support to help them meet their targets. - Develop and implement strategies to increase market share and expand the customer base. - Moni...

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.

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 ...

Dear Candidate, Paisa bazaar is hiring !! Role :- Team Leader - Investment (Deposits & Bonds) Location - Gurgaon Sector 44 What We Can Offer You:- Young and fast-growing company with a healthy work-life balance Great culture based on the following core values- Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just turned one so you get a seat on a rocket ship that's just taking off! High focus on Learning & Development and monetary support for relevant upskilling Competitive compensation along with equity ownership for wealth creation What You'll Do:- Build, own, and manage relationships with investors looking to i...

Role & responsibilities Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Preferred candidate profile Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions. Should have a good knowledge and understanding of equity and debt market and wealth products. Perks Bi Annual Appraisal Program. Aggressive incentive structure & Pay-outs, including international travel contes...

Leading financial services and wealth Mgt company requires Business development manager (Channel sales)- Jaipur/Varanasi/Bangalore/Chennai One of our client a leading wealth mgt company head quartered in Delhi/Mumbai and operate and independent wealth-tech ecosystem, with the aim of delivering a better financial future to individuals and families with the help the network of financial partners We provide an integrated solution for investors' financial needs, incorporating one-in-all-approach to manage, monitor, execute & transact . We are looking out for Business Development manager- (Channel sales) for Bangalore/Varanasi/Chennai - Designation- Business Development Manager- Channel sales (Fi...

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.co...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

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

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

Working Days: Monday to Friday Role Overview: We are seeking a dynamic professional to drive B2B sales of our Portfolio Management Services (PMS). The role focuses on building and managing strong relationships with Wealth Managers, IFAs, RIAs, and Distribution Partners, ensuring deeper market penetration and higher business volumes for PMS. Key Responsibilities: Channel Development: Identify, empanel, and onboard new distribution partners (Wealth Managers, IFAs, RIAs, Family Offices, Banks). Sales Growth: Promote in-house PMS products to the partner network and drive business targets. Relationship Management: Build and maintain long-term relationships with channel partners to enhance engagem...