Wealth Manager

2 days ago

Surat, Gujarat, India Talent Corner HR Services Pvt Ltd Full time

Role: Financial Planner/Wealth Manager

This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial strategies tailored to each client's needs and goals.

Key Responsibilities:

1. Existing Client Relationship Management:

● Manage and review existing client investment portfolios.

● Conduct portfolio analysis and make necessary adjustments.

● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.

● Create and enforce financial goal plans to meet clients' long-term objectives.

2. New Client Acquisition & Relationship Management:

● Acquire new clients through:

○ Financial Awareness Programs

○ Referrals from existing clients

○ Social media leads

○ Internal acquisition team leads

○ Other external sources

● Conduct financial planning and analysis for new clients.

● Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.

3. Sales & Business Development:

● This is a sales-driven role with KRAs directly linked to revenue generation.

● Onboard prospects from your own business book/network.

● Cross-sell financial instruments based on client needs.

● Utilize corporate networks to organize financial awareness sessions.

4. Additional Responsibilities

● Conduct initial portfolio screening for prospective clients.

● Maintain and update MIS reports.

● Present periodic performance reviews and achievements.

Candidate Profile:

● Strong communication and interpersonal skills to build long-term client relationships.

● In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.

● Self-motivated, flexible, and able to manage multiple priorities simultaneously.

● Willingness to work in a boutique financial solutions company.

● Must possess a personal laptop.

● CWM Certification is an added advantage.

● Graduate or Postgraduate degree required.

● Minimum 2+ years of experience.

● Own book of business is mandatory

  • Wealth Management

    2 days ago

    Surat, Gujarat, India Rishi Jobs Full time ₹ 1,00,000 - ₹ 2,00,000 per year

    Wealth Manager PMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

  • Wealth Manager

    5 days ago

    Surat, Gujarat, India beBee Careers Full time ₹ 15,00,000 - ₹ 20,00,000

    We are seeking a seasoned professional to join our team as a Wealth Manager. This role requires building and maintaining strong relationships with high net worth clients, providing them with personalized wealth management solutions to achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain long-term...

  • Senior Wealth Manager

    1 day ago

    Surat, Gujarat, India beBeeWealth Full time ₹ 55,00,000 - ₹ 65,00,000

    Job Title: Senior Wealth Management ProfessionalAbout the Opportunity:The role of a Senior Wealth Management Professional involves directly managing high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor position requiring a strong personal network, deep...

  • Senior Wealth Manager

    2 days ago

    Surat, Gujarat, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job OverviewWe are seeking a seasoned wealth management professional to join our team.The successful candidate will be responsible for fostering enduring relationships with affluent individuals, understanding their financial objectives and goals.To provide bespoke financial guidance and wealth management solutions tailored to clients' needs and risk...

  • Wealth Management Expert

    6 days ago

    Surat, Gujarat, India beBeeProduct Full time ₹ 16,20,000 - ₹ 20,15,000

    Product Trainer - Wealth ProductsWe are seeking a skilled Product Trainer to join our team. This individual will be responsible for training, mentoring, and enabling new Relationship Managers to become profit centers.The ideal candidate will have proven experience in wealth management or a similar domain and prior experience in training, coaching, or...

  • Strategic Wealth Manager

    16 hours ago

    Surat, Gujarat, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Financial Professional OpportunityAt a leading wealth management firm, we are seeking an experienced professional to join our team and contribute to delivering exceptional client-centric solutions. Our partnership model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.The successful candidate will...

  • Senior Vice President of Wealth Management

    2 days ago

    Surat, Gujarat, India Banking and NBFC job Full time

    Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

  • Senior Wealth Advisor

    14 hours ago

    Surat, Gujarat, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Wealth Management Professional">Job Title: Senior Relationship Manager- Wealth Management Solutions">About the Role:">As a seasoned wealth management professional, you will play a crucial role in building and managing relationships with high net worth individuals (HNIs) and family offices. Your expertise in wealth products, structured investments, and...

  • Unit Head- VP- Wealth Management

    1 week ago

    Surat, Gujarat, India Urgent Opening Full time

    Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

  • Strategic Wealth Advisors

    3 days ago

    Surat, Gujarat, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

    About Wealth Management:We are a fintech startup on a mission to reimagine the wealth management experience. We believe sophisticated investing strategies should be more accessible, transparent, and aligned with individual financial goals.Our team has deep expertise across finance, product, and technology, backed by world-class investors.We're not here to...