Wealth Manager

3 weeks 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

  • Relationship Manager

    6 days ago

    Surat, Gujarat, India KV Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...

  • Wealth Management Professional

    5 days ago

    Surat, Gujarat, India InCred Premier Full time ₹ 4,80,000 - ₹ 7,20,000 per year

    Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio...

  • Senior Vice President of Wealth Management

    3 weeks 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 Accountant

    3 days ago

    Surat, Gujarat, India Torin Wealth Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Company DescriptionTorin Wealth Management is South Gujarat's largest 360° wealth management firm cateringto Financial Planning, Investments, Insurance, Financing and Estate Planning needs forUHNIs/HNIs, families, trusts, and SMEs. With 13+ years of expertise and a strong presencein 6 cities across India — Surat (Headquarters), Anand, Rajkot, Vadodara and...

  • Regional Wealth Specialist

    4 weeks ago

    Surat, Gujarat, India tata aia life insurance Full time

    A Position OverviewPosition TitleRegional Wealth SpecialistDepartmentPartnership Distribution IBL Level BandSr ManagerRole Summary To manage sales and business objective of the cluster meeting or exceeding key targets Provides personalized financial advice Insurance and investment strategies to clients helping them to achieve their financial goals ...

  • Bank Hiring For Wealth RM_Surat

    5 days ago

    Surat, Gujarat, India V Konnect Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position: Wealth Relationship ManagerLocation: SuratProduct Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI)Industry: Banking / AMCRoles & Responsibilities:Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products.Achieve monthly sales targets across investment...

  • Front Desk Receptionist

    5 days ago

    Surat, Gujarat, India Wealth First Portfolio Managers Ltd Full time ₹ 1,50,000 - ₹ 2,50,000 per year

    Company DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...

  • 11/09/2025 Wealth Manager

    3 weeks ago

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

    Role: Financial Planner/Wealth ManagerThis 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...

  • Relationship Manager

    4 weeks ago

    Surat, Gujarat, India Aditya Birla Group Full time

    Job PurposeTo acquire develop and grow the Wealth management business opportunity through independent business partners and worksite activities leading to a scalable sustainable and profitable business Utilization of smart products across Investments Insurance group platform lending solutions and relevant viable technology services is the key...

  • Human Resources Manager

    3 weeks ago

    Surat, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time

    Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, interviewing to offer roll-out & onboarding. Focused hiring for PCG Sales & Advisor (mid-level roles) across wealth & equity markets. Partner with business heads & hiring managers to understand manpower needs and design effective hiring plans. Source candidates via job...