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 ...
1 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 & ...
2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
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, ...
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 ...
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 ...
5 Opening(s)
8.0 Year(s) To 20.0 Year(s)
19.00 LPA TO 22.00 LPA
Role/Job Title: Investment Portfolio Counsellor
Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...