Private wealth
3 weeks ago
Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS)To educate clients on the features, benefits, and risks associated with various wealth management products.To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.To identify new business opportunities and generate leads through networking and referrals.To drive business growth by effectively cross-selling wealth management products and services to existing clients.To conduct thorough due diligence on investment products and providers to mitigate risks.To maintain accurate records of client interactions and transactions in accordance with compliance standards.Key Requirements:Relevant experience of 12+ yearsShould have strong understanding of wealth management products, including AIFs and PMS.Should have a proven track record of building and managing relationships with high-net-worth individuals.Should have excellent communication, presentation, and negotiation skills.Should have the ability to work independently and as part of a team in a fast-paced environment.Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
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Wealth Manager
3 weeks ago
Ahmedabad, India InCred Wealth Full timeCompany Description InCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...
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Wealth Manager
2 weeks ago
Ahmedabad, Gujarat, India InCred Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...
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Private Wealth
4 weeks ago
Ahmedabad, Gujarat, India ICICIDirect Full timeRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
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Private Wealth
3 weeks ago
Ahmedabad, India ICICIDirect Full timeRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
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Cluster Head
7 days ago
Ahmedabad, India Talent Corner Full timeRoles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...
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Wealth Manager
6 days ago
Ahmedabad, Bengaluru, Mumbai, India Talent Hr Networks Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAbout the RoleHiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segmentResponsibilitiesEstablish and maintain long-term, trust-based relationships with HNI and UHNI clients.Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life...
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Relationship Manager-Wealth
1 week ago
Ahmedabad, Hyderabad, Mumbai, India Axis Asset Management Company Full time ₹ 6,00,000 - ₹ 12,00,000 per yearDrive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share.Product Understanding: Understand client financial goals, risk tolerance, and investment preferences.Relationship Management: Manage existing and potential Private Wealth Channel...
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Wealth Advisor
2 days ago
Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full timeWe are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...
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Account Manager
3 weeks ago
Ahmedabad, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company committed to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL is renowned for its transparent, data-driven, and objective-oriented approach to private wealth management. Proudly certified...
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Account Manager
1 week ago
Ahmedabad, Gujarat, India Anand Rathi Wealth Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company committed to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL is renowned for its transparent, data-driven, and objective-oriented approach to private wealth management. Proudly certified as...
