Wealth Manager
2 weeks ago
Manager - 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 12 years or more.
- Salary would not be a constraint for the right candidate.
- Preferably, should have handled similar profile in a Bank or another Wealth Management
firm.
Skills we are looking for:
- The candidate should be smart, outgoing with a pleasing personality.
- Excellent oratorial and presentation skills.
- Adept at Word, Excel and Power point.
- Passionate about Investing in general.
- Should have high clarity over various financial concepts and terminologies pertaining to capital markets and products like Equity, Mutual Funds, Debt securities, AIF, Structured products, etc.
- Good market knowledge to successfully manage clients and ensure satisfaction.
- Awareness of various micro and macro-economic trends and events taking place both in India and globally.
Role and Responsibilities:
- Sourcing of New Clients
- Aim on exploring one's existing client base including natural market to set up a good foundation for the career ahead.
- Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.
- Maintaining a log of client concerns or feedback and evaluate them for better success rates.
- Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
- Achieve budgeted targets in terms of number of clients / volume of business & assets.
Managing relationships:
- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients.
- Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.
- Understand clients' needs & requirements and accordingly position products &services.
- Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, Tax issues, besides just investment planning to ensure that you are positioned as the client's primary consultant.
- Call clients periodically to review their investment needs and to determine whether market changes, life situations, economic trends, or financial performance indicate a need for portfolio reassessment.
- Provide various Investment performance reports and summaries to the clients.
-
Wealth Manager
1 month ago
mumbai, India PINC Wealth Full timeWe are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...
-
Wealth Manager
1 month ago
Mumbai, India PINC Wealth Full timeWe are looking to hireWealth Managerfor ourWealth & Asset Management division,who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should Initiate...
-
Wealth Manager
1 month ago
Mumbai, India PINC Wealth Full timeWe are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. Scope of Role · Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options. · Should...
-
Wealth Manager
1 month ago
Mumbai, India PINC Wealth Full timeWe are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...
-
Spark Capital
3 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
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
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...
-
Wealth Manager
6 days ago
Mumbai, India Equuentis Full timeCurrently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform.Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...
-
Wealth Manager
5 days ago
mumbai, India Equuentis Full timeCurrently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform. Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...
-
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...
-
InCred Wealth
5 days ago
Mumbai, India InCred Financial Services Ltd 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 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 &...
-
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
3 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...
-
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 &...
-
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 &...