Wealth Manager | Private Banker | Pan India

Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus). What You’ll Do: Acquire & manage HNI clients (₹1–5 Cr+...

Job Specifications Role Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Delhi, NoidaJob 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...

Job Specifications Role Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Delhi, NoidaJob 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...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

Job Role : Wealth Manager Experience : 2 to 5 yearsLocation : Delhi, Hyderabad, Bangalore, ChennaiKey Responsibilities & AccountabilitiesWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving...

Job Role : Wealth Manager Experience : 2 to 5 yearsLocation : Delhi, Hyderabad, Bangalore, ChennaiKey Responsibilities & AccountabilitiesWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving...

Company DescriptionAt Dhingra Wealth Services LLP, we believe that financial freedom is a journey. We specialize in comprehensive wealth management for individuals, helping them achieve financial security and long-term prosperity through sound financial planning principles. Our approach is centered on understanding your financial aspirations and crafting...

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM)...

The Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUMJob Locations : Delhi , Kolkata and ChennaiExperience:Hands-on experience with BSE STAR MF platform.5+ years of relevant experience in wealth...

CLIENT: Global leader in industrial components space catering to Food,Pharma,Printing, Packaging,Industrial Automation,FMCG,Beverages and similar process industries.Key Drivers:Develop and implement a comprehensive business development and retention strategy in industrial products and automation solutions for Pan -India client sectors across Food,FMCG,...