1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Relationship Manager - Private Wealth Management
Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 27.00 LPA
Key Responsibilities:
Team Leadership & Development:
Lead, mentor, and motivate a team of Priority Acquisition specialists responsible for acquiring high-net-worth clients.
Set clear goals, expectations, and performance targets for the team, ensuring alignment with organizational objectives.
Regularly monitor performance metrics, track KPIs, and provide constructive feedback to improve the team's sales outcomes.
Conduct regular team ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
12 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Job Title: Wealth Manager
Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO]
Job Summary
We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...
2 Opening(s)
4.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 9.00 LPA
Responsibilities:
Advising clients on financial products and services.
Managing investments.
Conducting planning services.
Providing tax planning services.
Providing estate planning services
Degree in finance, economics, management, or related field.
Previous experience in financial services.
Must be analytical.
Able to understand complex information.
Strong mathematical skills.
Confidence.
Good presentation skills
Wealth Manager Job Description
We are looking for a wealth manager to be responsible for ...
5 Opening(s)
2.0 Year(s) To 15.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
2 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
7 Opening(s)
5.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 45.00 LPA
Job Description: Private Banker / Partner – First Private
Key Responsibilities:
Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1
Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank
Product ...
5 Opening(s)
10.0 Year(s) To 12.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Summary
The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines.
Key Responsibilities
Strategic Leadership
Develop and ...
3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
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 ...