Cluster Wealth Manager
3 days ago
Job Description Key Responsibilities: - Acquire potential new Sub-brokers/Partners for Mutual Funds (SB & IFA). - Ensure 90% of Sub-brokers (SB & IFA) remain active every month. - Reactivate inactive Sub-brokers to drive engagement and transactions. - Advise Sub-broker clients on investment ideas tailored to risk profile, return expectations, asset allocation, and liquidity needs. - Deliver on Mutual Fund (SIP & Lump-sum) and Insurance (Life, General & Health Insurance) targets. - Conduct monthly SB engagement programs to enhance partner relationships. - Manage 90% of SIP Registered to Triggered ratio. - Ensure 100% service delivery to assigned partners.
-
AVP - Wealth Management
4 days ago
Ludhiana, Punjab, India Phillipcapital Full time ₹ 2,00,00,000 - ₹ 2,50,00,000 per yearRole OverviewThe Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales...
-
Cluster Head
2 weeks ago
Ludhiana- - Ludhiana - Punjab, India JSFB Full time ₹ 2,00,000 - ₹ 6,00,000 per yearJob DescriptionGood communication skills, Languages speaking – English, Hindi and Punjabi. Ability to take self-i Key Responsibilities:A Cluster Head manages his branch . Overall in charge regarding sale of the product company wants to offer. Cluster Head is also in charge of staffing and training right person for the job. A node in a cluster that is...
-
Accounts And Admin Executive Or Manager
2 days ago
Ludhiana, Punjab, India PA Wealth Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionPA Wealth is a leading investment services group in India, managing over ₹1600+ crores across diverse financial verticals. With expertise in wealth management and capital markets, we offer tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth...
-
Relationship Manager
4 days ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Title: RELATIONSHIP MANAGER (Sales - Insurance Products)Salary: 25,000/- to 40,000/- per month (+INCENTIVES)Location - Feroze Gandhi Market, Ludhiana (Punjab)Company Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals...
-
Senior Relationship Manager
4 days ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 36,00,000 - ₹ 72,00,000 per yearCompany Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and...
-
Digital Marketing Manager
4 days ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 6,00,000 per yearJob Title: Digital Marketing ManagerSalary: 30,000/- to 50,000/- per month (+INCENTIVES)Qualification: Any GraduateExperience: Minimum 2-5years in digital marketing industryCompany Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth...
-
Accounts & Admin Executive/Manager
2 days ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,00,000 - ₹ 4,00,000 per yearJob Title: Accounts & Admin Executive/Manager CTC -25, ,000 (+Incentives)Company Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise...
-
Cluster Manager@Punjab and Jammu
4 days ago
Jammu, Ludhiana, India Talentzq Full time ₹ 4,00,000 - ₹ 8,00,000 per year2+ years exp as Cluster Manager for EBO and Franchise stores in garments industry. Exp in driving sales growth, profitability and operational excellence Good comm skills Local candidate of jammu /Punjab - 2 positions Required Candidate profileEnsuring high levels of customer satisfaction through excellent sales service.Training ,mentoringAchieving revenue...
-
Partners / Wealth RMs
4 weeks ago
Vadodara, Ludhiana, India Quick Turtle Full timeJob Description - HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). - Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. - Networking and cultivating a good relationship with the clients. - Knowledge of - Equity and Debt based products , Loans - Exceptional Selling Skills, Soft Skills, and Knowledge of Products -...
-
Cluster Coordinator
4 days ago
Ludhiana, Punjab, India Bharti Foundation Full timeVertical - Program Implementation - Job posted on - Jul 26, 2025 - Employee Type - Non-Teaching - Experience range (Years) - 0 - 0 - Functional Area - N.A. **Designation**: Cluster Coordinator **Office Location**: Ludhiana East Ludhiana **Years of experience**: to **Salary Range**: INR to (Annual) **Position description**: Description **Primary...