
▷ Urgent: Wealth Manager
1 day ago
Designation Asst Mgr Mgr Sr Manager- Job Role Wealth Manager - HNI Acquisition- Experience 2 - 5 Years- Location Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs assessing their risk appetite and providing them investment options - Responsible for achieving targets as assigned by the organization on a monthly basis - Provide regular updates to the immediate superior as an when required Required Education Skill Set Knowledge - Graduate Post graduate - Experience in direct selling of financial products like Equity Mutual Fund Commodity Derivatives sales - Candidates having AUM Asset under Management size of 20cr above and connect among HNIs will have advantage - Should have good communication presentation skills - Pleasing and positive attitude - Should be a self-starter proactive target oriented - Relationship building skills ref updazz com
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Wealth Manager
1 day ago
india Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Bengaluru, India Nuvama Wealth Full timeJob Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Mumbai, India Bajaj Capital Ltd Full timeJob Description Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: 1. Develop and provide solutions to the clients basis their requirements 2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles 3. Increase client base by meeting...
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Senior Wealth Manager
7 days ago
India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000Job OverviewWe are seeking a Senior Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing investment advice and wealth management solutions.Key Responsibilities:Acquire, nurture and grow relationships with high-net-worth clients and their families.Provide tailored wealth...
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Wealth Management Professional
2 weeks ago
India beBee Careers Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...
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Strategic Wealth Manager
7 days ago
India beBeeRisk Full time ₹ 6,00,000 - ₹ 12,00,000We are seeking a seasoned Relationship Manager to join our team. As a leading firm in private wealth management, we offer data-driven financial strategies that create, protect, and transmit wealth transparently.The successful candidate will have strong relationship-building skills, excellent communication abilities, and a proven track record of aligning...
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Head of Wealth Management
1 week ago
India GDFS Group Full time ₹ 15,00,000 - ₹ 20,00,000 per yearCompany Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...
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Strategic Wealth Manager
7 days ago
India beBeeRiskManagement Full time ₹ 8,00,000 - ₹ 12,00,000Strategic Wealth ManagerWe offer a transparent, data-driven approach to financial success.Our team fosters a culture of trust and collaboration, with a focus on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).Align assets under management as per clients' financial strategies to reduce risk and...
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VP - Relationship Manager
7 days ago
India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting...
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Director of Wealth Management Strategy
7 days ago
India beBeeInvestment Full time US$ 1,50,000 - US$ 2,50,000Unlock Global Investing OpportunitiesElevate your career by driving the development and expansion of our wealth management division.This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.Key Responsibilities:Develop and implement our...