30 Wealth Sales Jobs

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...

Leading Financial services and advisory firm requires Mgr /Sr Manager ( Investment and wealth sales)- - Mumbai/Thane/ Navi mumbai PFB the JD and details- Role Overview- This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices. The individual will play a crucial role in expanding Treasury and Wealth Management client base while working closely with top-level management. Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participatin...

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 ...

Hello, PFB details: The Manager / Sr. Manager Premier will be responsible for driving wealth management business growth through client acquisition, portfolio management, and delivering superior financial solutions. This role focuses on business development, client servicing, and achievement of revenue targets without team management responsibilities. Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. • Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Clien...

As an Assistant Area Manager, you will be responsible for overseeing operations and sales in the designated areas of Cochin, Belgaum, Jaipur, Raipur, Vijayawada, and Mangalore. Your age should be less than 33 years. The offered CTC is 5-7.5 LPA with fixed variable incentives. To be eligible for this role, you should have 4-6 years of experience in wealth sales, preferably from Wealth Management companies, Banks, NBFCs, or Broking companies with a background in wealth management and financial planning. Your notice period should not exceed 1-2 months. Preference will be given to local candidates from the same city. You will report directly to the Zone Head.,

As a Wealth Sales Manager, your key responsibility areas include achieving revenue growth and profitability to upscale the team, ensuring training and development for team effectiveness, managing day-to-day team administration and operations for smooth functioning, and maintaining customer management and engagement. To excel in this role, you should be aged less than 33 years with 4-6 years of experience in wealth sales from backgrounds such as Wealth Management companies, Banks, NBFCs, and Broking firms specializing in wealth management and financial planning. The ideal candidate should have a notice period of maximum 1-2 months, with preference given to local individuals from the same city...

You will be responsible for achieving revenue growth and profitability to enhance the performance of the team. Your duties will include providing training and development opportunities to ensure the effectiveness of the team. Additionally, you will be in charge of managing day-to-day team administration and operations to guarantee smooth functioning. Your role will also involve overseeing customer management and engagement to maintain positive relationships. The ideal candidate for this position should be below 33 years of age and have 4-6 years of experience in wealth sales, preferably from backgrounds in Wealth Management companies, Banks, NBFCs, or Broking firms specializing in wealth man...

We are looking for Virtual relation ship manager for Mutual fund sales and other banking wealth products . candidates must be Graduate and must have experience in mutual fund sales and tele sales of wealth products.

Acquiring HNI Clients for life insurance Sale using personal networks to drive new business. Building long-term client relationships, providing customized insurance planning, and coordinating with internal teams to ensure seamless client servicing.

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...

1. Develop and manage HNI client relationships 2. Drive growth in liabilities, assets, and fee products 3. Conduct sales planning, portfolio reviews & recommend suitable products 4 Ensure excellent customer service and compliance Call on 7827930908 Required Candidate profile 1. 4-10 yrs. exp. in Working Capital/ SME Lending/ Wealth Sales in banks/NBFCs. 2. Preferred certifications: NISM/IRDA/AMFI 3 Excellent communication & convincing skills 4 Should have a prior HNI base Perks and benefits Attractive incentives

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Aurangabad Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + 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) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income object...

Leading Wealth Mgt and financial advisory firm requires Relationship Mgr - Wealth & Treasury Business - Mumbai One of our client a leading wealth mgt and Finacial advusory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It ...

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 and having a personal AUM of 75 - 100 Cr + 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 met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met ...

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

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private ...

We are looking for Virtual relation ship manager for Mutual fund sales and other banking wealth products . candidates must be Graduate and must have experience in mutual fund sales and tele sales of wealth products.

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.

Lead and manage a team of sales executives focused on acquiring new clients Develop and implement effective sales strategies to drive business growth Set targets, monitor performance, and provide regular coaching and feedback to the team Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 8422827224

Lead and manage a team of sales executives focused on acquiring new clients Develop and implement effective sales strategies to drive business growth Set targets, monitor performance, and provide regular coaching and feedback to the team Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501064

Lead and manage a team of sales executives focused on acquiring new clients Develop and implement effective sales strategies to drive business growth Set targets, monitor performance, and provide regular coaching and feedback to the team Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 7016615213

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.

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

Relationship Manager - Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity...