29 Job openings found

Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...

  Lead and manage Wealth Management business for the assigned cluster/region Drive revenue generation through acquisition of HNI/UHNI clients Manage and mentor Relationship Managers / Wealth Managers for target achievement Build strong client relationships and provide investment advisory solutions Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products Monitor business performance, productivity, ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...

The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...

To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the ...

Playing Captain / Team Leader   Main Responsibility Manage 3–8 RMs Drive team revenue Acquire large clients Mentor RMs Monitor pipeline and conversions Team Target Example Team AUM: ₹200 Cr – ₹500 Cr Team Revenue: ₹3 Cr – ₹8 Cr Join one of India's fastest growing wealth management platforms What We Offer: * Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...

AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years Job Description As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...