Wealth Manager

6 days ago

Surat, India Bonanza Full time

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Preferred Qualification: CFP / CFA / MBA in Finance / Marketing Preferred Experience: 5+ year experience in financial services/ Broking Company and Insurance sector Key Skills: Should be an individual performer Handling a reasonable book size Pleasant personality and good communication skills. Functional Area: Marketing Job Location: Mumbai, Indore, Surat, Delhi, Bangalore

  • Sales Relationship Manager

    2 weeks ago

    Surat, Gujarat, India KV Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionKV Wealth – Invest & Insure is an AMFI-registered mutual fund distributor focused on delivering comprehensive and tailored wealth creation and management solutions. We are committed to providing our clients with clear, unbiased, and actionable financial advice that enhances their quality of life. KV Wealth serves as a trusted partner in...

  • Relationship Manager

    1 week 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

    1 week 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...

  • Claims Manager

    3 days ago

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

    About UsTorin 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 Mumbai...

  • Affluent Wealth TL

    2 weeks ago

    Surat, India KG Engineering & Consultancy Full time

    Job PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables- Manage, build and...

  • Wealth manager

    2 weeks ago

    Bengaluru/bangalore Chennai Jaipur Surat Visakhapatnam, India RECEX Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description:Job Title: Wealth ManagerLocation: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO]Job SummaryWe are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible...

  • Affluent Wealth TL

    3 weeks ago

    Surat, India KG Engineering & Consultancy Full time

    Job PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by...

  • Senior Accountant

    1 week 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...

  • Wealth Manager

    3 days ago

    Bengaluru, Jaipur, Surat, India Bonanza Portfolio Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Wealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...

  • Equity Dealer

    1 week ago

    Surat, India Ckredence Wealth Full time

    Company DescriptionCkredence Wealth, formerly Chirag Financial Services, is a prominent wealth management firm with over ₹1,200 crores in Assets Under Management (AUM). Founded by Chirag Shah and guided by Fund Manager Kartik Mehta's 20+ years of market expertise, the company provides a comprehensive range of financial solutions, including SEBI-registered...