15 Wealth Sales Jobs

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 with of focus on defined income objectives - Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team (10%)Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RMAUM Growth objectives to be met self and team (10%)Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RMClient sign on objectives as defined by Business Head (10%)Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people & relationshipsSets positive example, guides staff members through new tasks, builds rapport with othersResearch excellenceStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) Minimum experience in years 6 yr Wealth Management experience, Insurance experience, relationship management profile

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 Wealth / Financial Planning / Portfolio Advisory Demonstrated success in: • Revenue Generation • Building Assets Under Advisory (AUA) • Customer Acquisition & Relationship Expansion Strong command over MFs, PMS, AIFs, Bonds & Structured Products Active client base with ability to port & grow your book Deep understanding of asset allocation, compliance, and advisory standards Key Responsibilities: Deliver customized Financial Planning & Investment Advisory Generate sustainable revenue across all financial products Expand and manage a growing book of HNI/UHNI clients Focus on long-term AUA growth and annuity revenues Maintain full compliance with internal and regulatory standards Drive superior client satisfaction and engagement Why Join Us? Premier Wealth Brand Multiple Locations Across India Industry-Leading Compensation based on last CTC & experience Freedom to Grow Your Book with Full Support Infrastructure High-Performance, Client-Centric Culture Lead with trust. Deliver value. Build lasting wealth — for your clients and your career.

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, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Job Description Position: DVP / AVP / Portfolio Manager Location: Mumbai, Kolkata, Pune, Ahmedabad, Chennai, Bangalore, Hyderabad Industry - NBFC/Financial Services (Wealth) CTC: As per industry standards Experience Minimum 6 years of relevant experience in Wealth management Sales, Private banking Sales, or financial advisory with New business development / Customer acquisition (B2C). Must have Wealth Products Direct Sales experience. Key Responsibilities Acquire customers with 1 Cr5 Cr+ investable surplus Provide comprehensive financial planning and portfolio management services Execute investment transactions post financial planning and during periodic reviews Manage queries related to Private Wealth, PMS, AIF, and investment products Deliver accurate and timely MIS reports as required Develop and implement short- and long-term sales strategies aligned with business goals Standardize sales processes to ensure efficiency and client satisfaction Ensure discipline in asset allocation and advisory processes Achieve revenue goals through diversified product sales including Mutual Funds and others Foster strong client relationships and enhance service delivery standards Monitor and review client portfolios to ensure alignment with risk and compliance policies Stay updated with market trends and identify business development opportunities Drive revenue growth and build Assets Under Advisory (AUA) Uphold advisory guidelines to minimize risk and ensure ethical practices Skills Required Excellent communication and interpersonal skills Must have experience in Wealth/Financial Products Strong analytical and advisory abilities Ability to structure and present financial solutions clearly Deep understanding of wealth management products and customer needs Core Competencies Customer Centricity Business Awareness & Market Knowledge Relationship Building & People Engagement Result Orientation High Integrity and Compliance Focus Qualification Graduate / MBA from a reputed institute

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 7304501604

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 products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly. Viveka Lakshmi-Axis Bank HR 7842852532 pulagum.lakshmi@axisbank.com