SVP / VP/ AVP/ Relationship Manager/Private Bankers- Wealth Management

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

Job Title: Wealth Manager – Unit Head (AVP/VP)Company: Bajaj Capital LtdLocation: Hyderabad, Bangalore & ChennaiDepartment: 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 planning and...

Job Title: Wealth Manager – Unit Head (AVP/VP) Company: Bajaj Capital Ltd Location: Hyderabad, Bangalore & Chennai Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, serving clients for over 60 years with expert financial...

Role OverviewThe Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and...

Drive 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...

Job Description: AVP- Inquiry Management TheClient Service AVP position is a management role responsible for a team of client service representatives providing both relationship management and daily operational support to our asset manager clients. AMS AVP’s are also responsible for their team’s work allocation and oversight, process improvement...

Role & responsibilitiesManage and grow a portfolio of HNI & UHNI clients, providing tailored wealth management solutions.Advise clients on equity investments, structured products, mutual funds, and other financial instruments.Build trusted client relationships by understanding financial goals, risk appetite, and investment needs.Collaborate with product...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...