▷ (Apply Now) Wealth Manager
2 weeks ago
Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply. 11. Impeccable sales skills to handle HNI clients. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
3 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...
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Wealth Advisor
2 weeks ago
Mumbai, Maharashtra, India Equentis Wealth Advisory Services Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearWealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Private Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per yearLooking for Wealth Managers with atleast 8 years of relevant work experience
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Private Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...
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Content Writer
2 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
