Private Wealth Manager
3 weeks ago
Location – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients: 1. 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. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. 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 . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients.Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply. 11. Impeccable sales skills to handle HNI clients. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.
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Private Wealth Manager
3 days ago
New Delhi, India TekPillar® Full timeLocation: Bangalore / Chennai / HyderabadExperience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
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Wealth Manager
4 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Private Wealth Manager
5 days ago
Delhi, India TekPillar® Full timeLocation: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
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Private Wealth Manager
4 days ago
Delhi, India TekPillar® Full timeLocation:Bangalore / Chennai / HyderabadExperience:15+ Years in Private Wealth ManagementCTC:₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type:Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
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Private Wealth Management Specialist
5 days ago
Delhi, India TekPillar® Full timeLocation: Mumbai (Prabhadevi)Experience: 10+ Years in Private Wealth ManagementCTC: Based on current CTC and interviewEmployment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Wealth Manager
4 weeks ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Account Manager
2 weeks ago
New Delhi, India Anand Rathi Wealth Limited Full timeCompany DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Private Wealth Manager
2 days ago
Delhi (NCR), India Vimerse Infotech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearWe have an urgent openings for Private Wealth Manager Role for our Client. Private Wealth Manager Experience-1-8 Years Location: Mumbai and Delhi NCR Notice Period- Immediate to 30 days Skills Required - HNI Client Acquisition, Portfolio Management, B2C, Lead Generation. Key Products Required :- Mutual Funds, Real State Advisory, equity and commodity,...
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Private Banker
3 weeks ago
New Delhi, India Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth Management Are you a banker who wants tobuild, not just maintain ? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do? Build & manage a portfolio of HNI clients Deliverunbiased,...
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Wealth Manager | Private Banker | Pan India
2 weeks ago
New Delhi, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, PuneWe’re expanding our Wealth Management team and looking for seasonedPrivate Bankers / Senior Wealth Managerswho can manage and grow high-value client portfolios (₹1 Cr+ investable surplus). What You’ll Do: Acquire & manage HNI clients (₹1–5 Cr+...
