National Head-Wealth Management

Responsible forhandling AUM of 2500 Cr and making sure of monthonmonth growth of6% of the AUM of the region.Driving Business across products like MF AUMBond AUM PMS AUM AIF AUM and Equity everyMonth. acquiring newclient via RM. Develop and implement the national strategy and visionfor the finance company.Oversee the daytoday operationsof the company across...

Locations:Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, Delhi Job Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Role Designation: Cluster Head Department: Wealth Management Industry: Banks or from Wealth Management Firm Reporting to: Regional Head Location: Mumbai (Only local candidate, no relocation)Job Purpose:The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them,...

Reporting to:- Regional Head Department:- Wealth ManagementResponsibilities:● Responsible for acquiring new clients new to firm (NTF), generating revenue, and maintaining relationships with HNI/UHNI and corporate clients, offering tailored wealth advisory services.● Ensure consistent growth of Assets Under Management (AUM) and expand the book size.●...

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...

Cluster Head - Wealth Management The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTCKey Deliverables:- Execute cluster business plans for the Wealth...

Regional Head | B2B Business Location - Mumbai & Gurgaon Responsibilities: Achieving & exceeding Business goals and targets. Decide and implement region specific innovative strategies to meet business targets and goals. Managing Healthy Team of Area Managers & Wealth RMs for the entire respective Region. Develop and implement strategies to drive B2B...

Regional Head | B2B BusinessLocation - Mumbai & GurgaonResponsibilities:Achieving & exceeding Business goals and targets.Decide and implement region specific innovative strategies to meet business targets and goals.Managing Healthy Team of Area Managers & Wealth RMs for the entire respective Region.Develop and implement strategies to drive B2B sales,...

Position: Business Head – Wealth Management PartnershipsLooking for result oriented self -starters for a customer/client facing role dealing with structured financial products.The typical customer target segment would be HNI/UHNI, Family offices, PMS & AIFs and distributors like Private Wealth management firms, New-age tech platforms offering alternative...

Position Overview: We are seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. (Mutual Funds AIF PMS and Debt.) This role requires a strategic thinker with...

PositionOverview: We are seeking a highly experienced andvisionary CEO/Head of Practice (Intrapreneur) to lead our WealthManagement division. The ideal candidate will possess a deepunderstanding of the financial services industry with specificexpertise in Products business. (Mutual Funds AIF PMS and Debt.)This role requires a strategic thinker with strong...