SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management
23 hours 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
23 hours 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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Wealth Manager
2 days ago
Ekkattuthangal, Chennai, Tamil Nadu, India NJ MACSON Full time ₹ 12,00,000 - ₹ 18,00,000 per yearPosition: Wealth Manager – Private WealthCompany Overview – NJ MacsonNJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth...
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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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Private Wealth Manager
7 days 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
1 week 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....
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Senior Vice President of Wealth Management
1 week 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....
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Senior Vice President of Wealth Management
7 days 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....
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Senior Vice President of Wealth Management
1 week 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....
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Senior Vice President of Wealth Management
7 days ago
Bengaluru, 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: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus,...
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Senior Vice President of Wealth Management
1 week ago
Bengaluru, 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: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus,...
