Senior Vice President of Wealth Management

3 weeks ago


Bengaluru Karnataka India, Karnataka Banking and NBFC job Full time

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :


Wealth Relationship Manager


Grade: VP/SVP


Location: Bengaluru


Individual & Playing Captain Role both profiles are available


Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.


CTC: Open up to 75 LPA


Job Purpose


Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.


Key Deliverables


Critical


Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

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.

Responsible for business development through acquisition of high net-worth clients.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.



Routine

Analyse client portfolios and make necessary suggestions.

Recommend financial products.

Responsible for identifying customer needs and assessing their risk appetite

Provide regular updates to the immediate superior as and when required

Create and enforce plans that will help meet the needs of the customer.



Role Requirements


Educational Qualifications: Graduation / Post Graduation in any discipline

Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)


  • Vice President

    2 weeks ago


    Bengaluru, Karnataka, India Genius Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We're Hiring: Vice President / Senior General Manager MIVAN Framework (Bangalore)Are you a results-driven construction professional with a strong background in MIVAN framework technology? We are looking for an experienced Vice President / Senior General Manager to lead and manage large-scale projects in Bangalore. Key Requirements:Minimum 10 years of...


  • Bengaluru, Karnataka, India Mentric Training and Consulting Pvt Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionMentric Training and Consulting Pvt. Ltd. focuses on providing holistic training solutions across various sectors, emphasizing technical skills, soft skills, and job-oriented training programs. With strong expertise in the Facility Management Sector, Mentric Training emphasizes learning journeys for individuals, teams, and organizations....


  • Bengaluru, Karnataka, India Banking and NBFC job Full time ₹ 60,00,000 - ₹ 90,00,000 per year

    Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...


  • Bengaluru, Karnataka, India Genpact Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Assistant Vice President - Finance and Accounting (F&A) Advisory -COR Ready to shape the future of work? At Genpact, we don't just adapt to change—we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced...


  • Bengaluru, Karnataka, India Aurigene Oncology Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role: Associate Vice President/ Vice President (Head)- Discovery BiologyReporting To: Chief Scientific Officer (CSO)Job location: Bangalore, IndiaRole overview:The Head – Discovery Biology will lead and shape the biology discovery function across multiple therapeutic modalities, including small molecules, antibody/ADC, and cell & gene therapy platforms....


  • Bengaluru, Karnataka, India Local Fox Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    As the Vice President of Product Marketing at the company, you will be a strategic leader responsible for driving the alignment of product, marketing, and sales to ensure the market success of our AI-powered marketing cloud and its suite of products

  • Vice President

    3 days ago


    Bengaluru, Karnataka, India Blueberry Unicorn Services Full time ₹ 15,000 - ₹ 20,00,000 per year

    Job DescriptionJob Title: Vice President – SalesDepartment: Sales & MarketingReports To: Chief Operating Officer / Managing Director / CEOLocation: Bengaluru/coorgJob Summary:The Vice President – Sales is responsible for leading and developing the strategic sales direction of the hotel or hotel group. This role ensures the achievement of revenue targets...

  • Vice President

    3 weeks ago


    Bengaluru, Karnataka, India, Karnataka Prestige Group Full time

    The Vice President – Projects will be responsible for leading, planning, and overseeing the end-to-end execution of all hotel development projects—from design and approvals to construction and handover. The role requires strategic oversight, technical expertise, and stakeholder management to ensure timely delivery, cost efficiency, and quality adherence...


  • Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per year

    Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...


  • Bengaluru, Karnataka, India Genpact Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Vice President, Pricing – Individual ContributorVice President, Pricing – Individual Contributor -COR Ready to shape the future of work? At Genpact, we don't just adapt to change—we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example...