Wealth Rms
5 days ago
Wealth Sales INDIVIDUAL ROLE- 250 CR AUM only investment MF PMS AIF Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs Work closely with internal product specialists investment advisors insurance experts etc to deliver comprehensive financial solutions Proactively identify new business opportunities through referrals networking and cross-selling Stay updated on market trends financial products and regulatory changes to provide up-to-date advice Ensure compliance with regulatory and internal risk management policies Prepare and present periodic performance reports to clients Achieve sales and revenue targets as set by the business
-
Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Account Manager
7 days ago
bangalore, India Anand Rathi Wealth Limited Full timeRole Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...
-
Account Manager
3 days ago
bangalore, India Anand Rathi Wealth Limited Full timeDesignation - Account Manager Education - Graduation + CA CTC Offered - 11.11L (8.5L Fixed) Location - Pune, Maharashtra An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients...
-
Portfolio Analyst
4 days ago
bangalore, India InCred Wealth Full timeInCred Wealth InCred Wealth is a fast-growing Wealth management company. It has had an exceptional journey of 5 Years to build ➢~40,000 crore AUM as on Sept 2025, ➢3,000+ HNI/UHNI clients, ➢200+ top notch experienced sales professionals across the industry and ➢Presence in 9 cities in India and International presence in Singapore, Dubai and London....
-
Relationship Manager
5 days ago
bangalore, India HDFC Bank Full timeJob Name - Relationship Manager - Private Banking / Wealth - Mumbai / Pune 9 - 16 years 17 - 30 LPA ----------------------------------------------------------- Job description Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune We are seeking experienced Wealth Relationship Managers and High Net Worth Individuals...
-
Senior Product Manager
2 hours ago
bangalore, India Banking and NBFC job Full timePosition: Sr. Product Manager (Insurance) Location: Delhi Span: Entire North Insurance Business Industry: Wealth Management Role Type: IC CTC: Up to 25 LPA Email: Only candidates from insurance sales from Delhi/NCR market. We are seeking a highly motivated and experienced Product Specialist (Insurance) with sales focus to join a well reputed NBFC into Wealth...
-
Account Manager
1 week ago
bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeAccount Manager – Pune Account Manager — responsible for supporting RM in managing relationships with Affluent & Super Affluent clients (₹1 Cr+ investments). The role involves offering tailored investment advice, and delivering exceptional service standards. Key Responsibilities Acquire preferred clients (Affluent & Super Affluent) . Prepare reports...
-
Human Resources Manager
3 days ago
bangalore, India Pay4Profits Full timeHR Manager (Wealth Creation Company – Pay4Profits) Assotech Business Cresterra, Sector-135, Noida Full-Time | On-Site Company Description We simplify wealth-building strategies employed by India’s wealthiest families, focusing on principles used by Corporate Families, High Net-Worth Individuals (HNIs), and disciplined investors. Pay4Profits ensures these...