Wealth Manager
4 weeks ago
Acquisition of Wealth Clients:
- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .
- Minimum Entry level Portfolio amount would be Rs 1 crore and above.
-
Wealth Manager
2 weeks ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeManager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...
-
Spark Capital
4 weeks ago
Mumbai, India Spark Private Wealth Full timeExecutive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...
-
Associate Product Manager
2 days ago
Mumbai, India InCred Wealth Full timeAbout InCred Wealth InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment...
-
Associate Product Manager
4 weeks ago
mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
-
Associate Product Manager
4 weeks ago
Mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
-
Associate Product Manager
4 weeks ago
Mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
-
Associate Product Manager
4 weeks ago
Mumbai, India InCred Wealth Full timeAbout InCred Wealth InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment...
-
Associate Product Manager
2 weeks ago
Mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
-
Wealth Manager
1 month ago
Mumbai, India Vebotics Square Services Full timeWealth Manager Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.- To conduct and assist in organizing...
-
Wealth Relationship Manager
1 month ago
mumbai, India Kotak Mahindra Bank Full timeWill be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...
-
Wealth Manager
3 weeks ago
mumbai, India Bharti AXA Life Insurance Full timeHello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations:Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...
-
Relationship Manager
3 weeks ago
Pune, India Hireginie Talent Cloud Pvt Ltd Full timeDesignation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...
-
Wealth Manager
4 weeks ago
Delhi NCR/Mumbai, India iimjobs Full timeJOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...
-
Wealth Manager
4 weeks ago
Mumbai, India Bharti AXA Life Insurance Full timeHello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...
-
Wealth Manager
4 weeks ago
Mumbai, India Bharti AXA Life Insurance Full timeHello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...
-
Wealth Manager
4 weeks ago
mumbai, India Bharti AXA Life Insurance Full timeHello, Greetings from Bharti AXA Life Insurance! We have an excellent opportunity for Wealth Manager Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi Role Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement Solutions Identify Customer Needs & Provide them with suitable solutions...
-
Private Wealth
6 days ago
Mumbai, India ICICIdirect Full timeRole & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...
-
Private Wealth
1 week ago
mumbai, India ICICIdirect Full timeRole & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...
-
Private Wealth
1 week ago
Mumbai, India ICICIdirect Full timeRole & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...
-
Senior Wealth Manager
2 weeks ago
Mumbai, India Career Stone Consultant Full timeHandling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required