8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 25.00 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
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 ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
50.00 LPA TO 90.00 LPA
We are looking for a Tax & Wealth Advisor to join a growing Wealth Management team. This role combines tax preparation, tax planning, client advisory, and wealth management collaboration to help individuals, families, business owners, and retirement plan participants make informed financial decisions.
🔑 Key Responsibilities
Tax Preparation & Compliance
Prepare/review individual, trust, ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Present Role – Investor Relations Manager-Main Board and SME IPOs and Wealth Management.Location: Lower Parel, Mumbai.
Experience: 3 to 5 years Salary Range: 6 to 10 LPAMale candidate preferred
Reporting to –DirectorCompany Brief: We are SEBI Registered CAT-1 Merchant Bankers and have diversified infinancial advisory services like Debt Syndication, Wealth Management, Financial Valuations, ...
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 ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
3.00 LPA TO 5.00 LPA
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 ...
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 ...
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 ...
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 ...
4 Opening(s)
8.0 Year(s) To 12.0 Year(s)
40.00 LPA TO 50.00 LPA
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 & ...