
Wealth Manager- HNI Acquisition
3 days ago
Wealth Manager will be responsible for acquiring & managing HNI Clients for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients.
Required Candidate profile
Hands on experience in HNI Clients Acquisition and client handling, with a strong network and database of High Net Worth Individuals.
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Wealth Manager
4 days ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...
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Senior Wealth Manager
6 days ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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HNI Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India AnandRathi Full timeJob DescriptionAnand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.Client Engagement:- Build and maintain strong, long-lasting...
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Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full timeJob DescriptionLocation Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...
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Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth Manager Broader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...
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Private Wealth Manager
5 days ago
Bengaluru, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client...
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Wealth manager
5 days ago
Bengaluru, India Equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth Manager Broader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Wealth Manager
6 days ago
Bengaluru, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...