SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management
3 weeks ago
Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.
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▷ 3 Days Left: SVP
3 weeks ago
Coimbatore, Chennai, Chandigarh, India Quick Turtle Full timeJob Description - SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management - Acquiring, Deepening and Retaining HNI / UHNI clients - Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. - Networking and cultivating a good relationship with the clients. - Knowledge...
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Private Banker
3 weeks ago
Bengaluru, India TriGen Wealth Full timeJob Description Company Description TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime...
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Private Wealth Manager
7 days ago
Bengaluru, Chennai, Kochi, India Sketchhr Manpower And Hr Consultancy Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHi,Greetings from SketchHR Manpower Consultancy )We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level) for one of our leading clients in the Private Wealth Management industry.Our client is one of the leading Private Wealth Management firms, currently expanding its footprint across multiple geographies in India....
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Relationship Manager
1 week ago
Bengaluru, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:- Identify and onboard HNW clients through market research,...
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Relationship Manager
1 week ago
Bengaluru, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:Identify and onboard HNW clients through market research,...
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Relationship Manager
6 days ago
Bengaluru, India 360 ONE Wealth Full timeRole Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research,...
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Private Banker
3 days ago
Chennai, Tamil Nadu, India Spark Capital PWM Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionSpark PWM Private Limited, a subsidiary of Spark Capital Advisors (India) Limited, extends the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency. We assist affluent families, business owners, family offices, new age entrepreneurs, and CXOs in navigating opportunities and risks. Our products and services are designed to...
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Wealth Relationship Manager
7 days ago
Cochin, Kerala, India Nuvama Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager, located in Kochi. The Wealth Relationship Manager will build and nurture client relationships, offer financial solutions tailored to client needs, and ensure accurate and timely management of investment portfolios....
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Private Wealth Manager
4 weeks ago
Bengaluru, India Emmvee Group Full timeRole OverviewThe Manager – Family Office will lead and manage all affairs of Donthi Capital Partners, including investment oversight, coordination with wealth managers, compliance management for the family’s trusts and entities, banking and treasury operations, and strategic support on governance and planning.This role demands a versatile, trustworthy,...
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Senior Vice President of Wealth Management
4 weeks ago
Chennai, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Chennai Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers....
