
Wealth Manager
4 days ago
Greetings from upGrad rekrutOur client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.Candidates with minimum 2 years of experience in Mutual Fund sales should apply.Responsibilities To up sell company's MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company's Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.If keen, please whatsapp at or email at
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Wealth Manager
1 day ago
Bengaluru, Karnataka, India Tech Mahindra Full timeTitle: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...
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Wealth Manager
3 days ago
Bengaluru, Karnataka, India Tech Mahindra Full timeTitle: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...
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Wealth Management Advisor
1 day ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Private Wealth Management ProfessionalAt our organization, we are seeking an experienced Private Wealth Manager to join our wealth management division. As a key member of the team, you will be responsible for acquiring and advising High Net Worth Individual (HNI) clients.The ideal candidate will have prior experience working in wealth management firms,...
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Wealth Management Intern
4 weeks ago
Bengaluru, Karnataka, India Prosperr Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Private Wealth Manager
4 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth Manager - Private WealthBroader 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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Asset And Wealth Management
3 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeJob Category Associate About Goldman Sachs At Goldman Sachs we connect people capital and ideas to help solve problems for our clients We are a leading global financial services firm providing investment banking securities and investment management services to a substantial and diversified client base that includes corporations financial...
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Regional Wealth Management Leader
1 day ago
Bengaluru, Karnataka, India beBeeLeadership Full time ₹ 1,20,00,000 - ₹ 2,20,00,000Job OverviewWe are seeking a seasoned professional to lead our Wealth Management operations as a Regional Head. This role requires strategic leadership, collaborative management, and innovative strategies to drive business growth, foster enduring relationships, and contribute to the broader success of our organization.Main Responsibilities:Developing the...
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Wealth Manager
4 weeks ago
Bengaluru, Karnataka, India upGrad Rekrut Full timeGreetings from upGrad rekrutOur client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.Candidates with minimum 2 years of experience in Mutual Fund sales should apply.Responsibilities To up sell company's MF products to Retail/HNI Clients as per the assigned database,...
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Wealth Manager
4 days ago
Bengaluru, Karnataka, India upGrad Rekrut Full timeGreetings from upGrad rekrut Our client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai. Candidates with minimum 2 years of experience in Mutual Fund sales should apply. Responsibilities To up sell company's MF products to Retail/HNI Clients as per the assigned...
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Private Wealth Management Specialist
3 weeks ago
Bengaluru, Karnataka, India Centricity WealthTech Full timeCompany DescriptionFounded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...