Wealth Manager
3 weeks ago
Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager) Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi Experience: 2 – 5 Years About the Role We are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition . The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products. Key Responsibilities Responsible for selling Equity-based investment products to clients. Identify customer needs , assess risk appetite, and recommend appropriate investment options. Achieve monthly sales targets as assigned by the organization. Maintain regular client engagement and provide timely updates to reporting managers. Build long-term relationships with HNI clients to grow Assets Under Management (AUM). Required Education, Skills & Knowledge Graduate / Post-Graduate in any discipline. 2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives . Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred. Excellent communication and presentation skills. Pleasing personality with a positive and professional attitude. Self-starter , proactive, and target-driven individual. Strong relationship management and client servicing skills. Why Join Us? Opportunity to work with a leading wealth management brand. Attractive performance-based incentives. Dynamic and growth-oriented work environment. If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with you Apply Now or share your profile at ( /
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Wealth Manager
4 weeks ago
GTB Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
3 weeks ago
GTB Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth manager
2 weeks ago
Gtb Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth manager
2 weeks ago
Gtb Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
3 weeks ago
GTB Nager, India KG Engineering & Consultancy Full timeJob Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...
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Wealth Manager | Private Banker | Pan India
3 weeks ago
GTB Nager, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, PuneWe’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).What You’ll Do:Acquire & manage HNI clients (₹1–5 Cr+...
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Wealth Manager | Private Banker | Pan India
3 weeks ago
GTB Nager, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, PuneWe’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).What You’ll Do:Acquire & manage HNI clients (₹1–5 Cr+...
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Wealth Manager | Private Banker | Pan India
3 weeks ago
GTB Nager, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus). What You’ll Do: Acquire & manage HNI clients (₹1–5 Cr+...
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GTB Nager, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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GTB Nager, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
