Wealth Manager

Key ResponsibilitiesSales Strategy Development: Develop short-term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.Client Relationship Management: Establish strong relationships with existing and potential clients, ensuring their needs are met and...

Job DescriptionWork Level: Middle ManagementCore: Self Motivated, Result DrivenLeadership: DelegationRole:Industry Type: BankingFunction: Wealth ManagerKey Skills: Wealth Management,Ultra HNI,Relationship Management,Private Wealth,Portfolio ManagementEducation: PG/ MasterRole DescriptionThis is a full-time on-site role for a Wealth Management - Bank position...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About the Role - We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at HireQuest HR Consultants. As a key member of our sales team, you will be responsible for driving Mutual Fund and Passive sales through wealth management and private wealth across Kolkata and WB.Key Performance Indicators - The successful candidate...

About Prospurts ConsulcoProspurts Consulco is a boutique wealth management firm based in Delhi NCR. We focus on helping working professionals and entrepreneurs create long-term sustainable wealth through hyper-personalized plan-based approaches.Job DescriptionWe are seeking a skilled investment portfolio manager to join our team. Key responsibilities include...

Work with one of the leading financial services conglomerates in the world Manage and lead a team of private bankers About Our Client Wealth and Personal Banking is HSBC's new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with trillion in assets. ...

Job DescriptionWe are seeking an experienced Sales and Business Development Manager to join our team. In this role, you will be responsible for developing and implementing sales strategies to acquire new clients and grow existing relationships.Main Responsibilities- Identify and pursue new business opportunities through face-to-face meetings and...

Job DescriptionCompany DescriptionAlmondz is a multifaceted business that focuses on various verticals including Wealth Management. Since 1994, Almondz has been using their entrepreneurial drive to build sustainable businesses through ethical practices, innovation, and partnerships. They offer a wide range of services such as Transaction Advisory,...

RBL Bank is a leading private sector bank in India, committed to delivering exceptional financial services that meet the evolving needs of our clients. We are seeking an experienced Business Development Executive - Wealth Management to join our team.About the RoleThis is a key position in our business development team, responsible for identifying new...

Leading wealth management firm in the country Customised growth and learning opportunity About Our Client Well-diversified financial services company focused on wealth creation through knowledge. Job Description Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships ...

About Us: We are revolutionizing the wealth management space by combining deep financial research with cutting-edge technology. As a fast-growing firm based in Delhi, we offer a dynamic environment where innovative ideas, data-driven insights, and technology intersect to create next-generation portfolio management solutions. We are committed to empowering...

Job OverviewThe Regional Head position at Emkay Wealth Management is a key role responsible for driving the growth and success of our wealth management business in the region. This individual will lead a team of professionals to develop and implement sales strategies, manage client relationships, and contribute to the overall achievement of organizational...

Job SummaryWe are seeking an experienced professional to join the INM Global Private Banking team as an Investment Counsellor (IC). As a Product Expert (PE) on investments, you will provide financial analysis and investment recommendations to clients with Total Relationship Balances exceeding USD 2M.Key ResponsibilitiesThe IC role involves:Providing...

About Neo Wealth And Asset Management:At Neo, we're redefining the world of wealth and asset management. Our cutting-edge platform is designed to cater to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and multi-family offices. We're driven by our three core pillars: unbiased advisory, transparency, and cost-efficiency. Our...

Job DescriptionJob Description :- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to achieve a...

A Career at Neo Wealth and Asset ManagementWe're a dynamic Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Our team is passionate about delivering innovative solutions that meet the evolving needs of our clients. We're committed to fostering a culture of excellence, teamwork and continuous learning. We're...

About Banyan Capital Advisors, LLP:Banyan Capital Advisors (BCA) is a SEBI-registered Portfolio Management Services (PMS) firm, established in 2011. We cater to the growing need of the high net worth investors (individuals, family offices and institutions) all over the world to invest in the Indian capital markets on a long-term, sustainable basis.The...

About Banyan Capital Advisors, LLP:Banyan Capital Advisors (BCA) is a SEBI-registered Portfolio Management Services (PMS) firm, established in 2011. We cater to the growing need of the high net worth investors (individuals, family offices and institutions) all over the world to invest in the Indian capital markets on a long-term, sustainable basis.The...

**Company Overview**At Almondz, we are committed to delivering exceptional service and expertise to our clients. Our team of experienced professionals works tirelessly to provide innovative solutions that meet the unique needs of each client.We take pride in our ability to adapt to changing market conditions and stay ahead of the curve when it comes to...