Senior Wealth Manager

5 days ago

Bengaluru, India Purnartha PMS Full time

Company Description

Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website

Role Description

This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be responsible for developing and implementing financial plans, managing client investments, and providing expertise in finance and insurance. Day-to-day tasks will involve portfolio management, client consultations, market analysis, and ensuring client satisfaction through tailored financial solutions.

Qualifications

  • Graduate / Post graduate
  •  Experience in direct selling of financial products like Equity/ Mutual Fund/PMS/ Derivatives sales.
  •  Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
  •  Should have good communication & presentation skills.
  •  Pleasing and positive attitude.  Should be a self-starter, proactive & target oriented.
  •  Relationship building skills

  • Senior Wealth Manager

    1 week ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job 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,...

  • Apply in 3 Minutes! Senior Wealth Manager

    7 days ago

    Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama 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,...

  • Senior Wealth Advisor

    5 days ago

    Bengaluru, India Equentis Wealth Advisory Full time

    Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

  • Wealth Manager

    6 days ago

    Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & 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...

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Purnartha PMS Full time ₹ 2,00,000 - ₹ 28,00,000 per year

    Company DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth...

  • Senior Wealth Manager

    1 week ago

    Bengaluru, Karnataka, India Purnartha PMS Full time

    Job DescriptionCompany DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at...

  • Senior Wealth Manager

    7 days ago

    Bengaluru, India Purnartha PMS Full time

    Job Description Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at...

  • Senior Vice President of Wealth Management

    7 days ago

    Bengaluru, India Banking and NBFC job Full time

    Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role...

  • Senior Vice President of Wealth Management

    1 week ago

    Bengaluru, India Banking and NBFC job Full time

    Job TitleSenior Vice President – Wealth ManagementLocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

  • Senior vice president of wealth management

    7 days ago

    Bengaluru, India Banking And NBFC Job Full time

    Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...