SMIFS - Assistant Vice President/Team Lead/Senior Wealth Manager - PMS & Advisory

Looking for Relationship Managers Vice President or Senior Vice PresidentOverall new AUM growth (Equity). New Inflows in for PMS / AIF equity products of 100 Cr ++ per annumAcquisition of new client families with a starting relationship size of 5 Cr+ PMS and AIF productsClient relationship Management- Portfolio Reviews for PMS and AIFAdherence to internal...

Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

Position : AVP/Senior Wealth Advisor – HNI/UHNI Segment Location : Mumbai, India Experience : 3–15 years in Wealth/Private Banking/Investment Advisory CTC : As per industry standards (Expected revenue generation: 3x of fixed salary) About the Role We are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth...

Position: AVP/Senior Wealth Advisor – HNI/UHNI Segment Location: Mumbai, India Experience: 3–15 years in Wealth/Private Banking/Investment Advisory CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

Company DescriptionJainam Broking Limited offers a wide range of financial services including equity trading, commodity trading, research and analysis, wealth management advisory, E-broking, E-KYC, and customized services. The company is a one-stop destination for all financial needs and services.Role DescriptionThis is a full-time on-site role located in...

Were on an exciting journey with our client and we want you to join us. With our client, you will be exposed to the latest technologies and work with some of the brightest minds in the industry. Our client is Investment Banking company so you will be playing a key role as a Vice President Program Management who can assist with the below:. Level: VP (senior...

Position : AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation : Mumbai, IndiaExperience : 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC : As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth...

Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

Job Description:Equirus Wealth Private LimitedJob DescriptionAbout EquirusEquirus is a leading mid‐market investment bank with strong practices in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted partner—delivering the best results for...

Position : AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation : Mumbai, IndiaExperience : 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC : As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth...