1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
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 ...
10 Opening(s)
4.0 Year(s) To 6.0 Year(s)
10.00 LPA TO 13.00 LPA
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 ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 35.00 LPA
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 ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
45.00 LPA TO 65.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
1 Opening(s)
0 To 0
0.00 LPA TO 0.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
20.00 LPA TO 40.00 LPA
Responsibility of Wealth Management Advisory.
Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
Ensuring customer satisfaction by customized and efficient ...
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
6 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 12.00 LPA
As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...