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)
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 ...
2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
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, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
6 Opening(s)
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 30.00 LPA
Financial
To contribute to the achievement of the financial targets and business composition goals of the firm
Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
Undertake initiatives to drive ...
1 Opening(s)
5.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 75.00 LPA
1. Business Development & Revenue Growth:
Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.
2. Team Management & Leadership:
Lead, mentor, and ...
2 Opening(s)
2.0 Year(s) To 6.0 Year(s)
10.00 LPA TO 15.00 LPA
Financial
To contribute to the achievement of the financial targets and business composition goals of the firm
Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
Undertake initiatives to drive ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Description
About the role
In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions.
Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 18.00 LPA
Family Office Equity Research Analyst
We are looking for an equity research analyst for the family office, based out of nariman point, mumbai. This will be mainly relating to public equity markets/listed securities + some private investments as well. Within that it will mainly relate to mid and small cap companies. The ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
2.00 LPA TO 3.50 LPA
Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.00 LPA TO 3.50 LPA
Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...