![Leading Diversified Financial Services firm](https://media.trabajo.org/img/noimg.jpg)
VP - Wealth Management
3 days ago
Company : A leading Diversified Financial services firm
Position : VP/ AVP/ Portfolio Manager
Reports to : Zonal Head / Head of Sales (Wealth)
Location: Mumbai / Delhi / Bangalore / Pune / Kolkatta
Team size : none
Sal Range: Rs 30-60L + Variables
Job Responsibilities
- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
- Financial Planning (FP) and Portfolio Services
- Execution of transactions post FP and on periodical basis
- Manage Private Wealth, PMS and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
- Revenue Generation
- Build AUA
-
Wealth Manager
1 month ago
india GA Capital Management Private Limited Full timeWho we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...
-
Wealth Manager
2 months ago
india Tech Mahindra Full timeJob Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...
-
Head of Wealth Management
3 weeks ago
india Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD. As part of their expansion plan, the company is setting up a new Wealth...
-
Wealth Manager
4 weeks ago
india ConsultBae Jobs Full timeHiring for RMs, Senior RMs and Cluster Heads Experience- 7 Years + Mode- WFO- 5 days Location- Pan India Responsibilities: Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to. The role includes: To...
-
Wealth Relationship Manager
1 week ago
India Mintskill HR Solutions LLP Full timeJob Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to be...
-
Wealth Management
3 weeks ago
india Tata Consultancy Services Full timeTCS BPS IS HIRING! JOB ROLE: Process Associate – Wealth Management Location: Chennai Job Requirement: Any fulltime Graduate who has 3+ years of experience in Wealth Management Operations. Willingness to work in UK shifts. Mode of Salary credit should be through bank from all the employees (No Cash in hand). All educational and employment documents are...
-
Private Bank and Wealth Management
4 weeks ago
india Deloitte - Recruitment Full timeJob Description Role: Private Bank and Wealth Management (PBWM) Financial Crime Risk Manager AVP/VP levels Location: Hybrid - London 2 days a week onsite/remoteStart: ASAP Duration: 6 months (inside IR35/Umbrella Company) This is an exciting opportunity to join Deloitte Operations for an engagement with one of our premiere Banking clients.Overall purpose...
-
Private Bank and Wealth Management
3 weeks ago
india Deloitte - Recruitment Full timeJob Description Role: Private Bank and Wealth Management (PBWM) Financial Crime Risk Manager AVP/VP levels Location: Hybrid - London 2 days a week onsite/remoteStart: ASAP Duration: 6 months (inside IR35/Umbrella Company) This is an exciting opportunity to join Deloitte Operations for an engagement with one of our premiere Banking clients.Overall purpose...
-
Relationship Manager
1 month ago
india Prabhudas Lilladher Private Limited Full timeThe position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients. 1. Client Acquisition and Business Development: Identify and target potential clients, expanding the customer base. Leverage on past contacts and market knowledge to expand the...
-
Wealth Relationship Manager
3 weeks ago
india Mintskill HR Solutions LLP Full timeJob Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...
-
Wealth Relationship Manager
1 month ago
india Mintskill HR Solutions LLP Full timeJob Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...
-
Business Development Manager
3 weeks ago
india Mentor Wealth Full timeCompany Overview: Mentor Wealth Distributors, a growing twenty-two-year-old organization, is a leading wealth management company based in New Delhi, India. With a focus on providing comprehensive financial solutions to individuals and businesses, we specialize in offering a wide range of mutual fund products tailored to meet our clients' diverse investment...
-
Relationship Manager
1 month ago
india Deutsche Bank Full timeJob Title – Relationship Manager Location- Chennai (Details of the Role and how it fits into the team) Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self...
-
Wealth Manager
3 weeks ago
india CA Monk Full timeJob Description Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a.Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point...
-
Wealth Manager
1 month ago
india CA Monk Full timeJob Description Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a.Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point...
-
Wealth Manager
1 week ago
India CA Monk Full timeJob Description Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a.Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by...
-
Partner - Wealth Management
1 week ago
India Fincity Full timeOur Hiring Philosophy: " Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us." About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
Partner - Wealth Management
1 month ago
india Fincity Full timeOur Hiring Philosophy: ” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
PM-Wealth Management
1 week ago
India CAPCO Full timePM-Wealth Management at Capco India Job Title: Project Manager-Retail/Wealth Management Domain About Us "Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top Best Companies for Women in India by . With our presence across 32...
-
Team Member, Private Wealth Management
1 week ago
India Alan & Grant Full timeJob Description Our Client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.Job Summary Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing,...