331 Job openings found

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 ...

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 & ...

Department Wealth Management Position Executive--Business Development Primary reporting authority Team Leader/Relationship Manager Secondary reporting authority Director Required Qualification I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 1-2 years (Age 24-30 Years)  Location Mumbai           Required Minimum Computer Skills Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer ...

Key Responsibilities Identify, prospect, and onboard corporate and institutional clients for private wealth and investment solutions. Build and maintain strong relationships with CXOs, finance heads, HR leaders, and business owners. Drive lead generation through corporate partnerships, channel networks, and referral programs. Understand client financial needs and collaborate with internal wealth specialists to deliver customized ...

  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, ...

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, ...

Job Overview We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients. Key Responsibilities Manage and grow relationships with Ultra-HNI ...

Job Title: Relationship Manager – Wealth Management Location: Delhi & Gurugram Department: Wealth Management / Priority Banking Employment Type: Full-time Job Purpose: To manage and grow a portfolio of high-net-worth individuals (HNIs) by offering customized financial solutions, wealth products, and advisory services, ensuring long-term relationship management and business growth. Key Responsibilities: Acquire and manage HNI ...

Job Description for IDFC First Bank Job Title: Private Banker/Partner - First Private - Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Bangalore   IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...