wealth manager

Job Title: Wealth ManagerLocation: Indore (On-site)Department: Sales & Real Estate InvestmentsReporting To: Financial Manager / CEOAbout the Role:At MicroMitti, were not looking for salespeoplewe're building a league of real estate wealth creators. As a Wealth Manager, your mission is to introduce India's most credible co-investment model to those who shape...

Job Description About the Role As a Wealth Relationship Manager , we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions...

Role & responsibilitiesLead and manage the Wealth Management Division Develop strategies for client acquisition and retention Oversee portfolio management, financial planning, and advisory services Drive growth by leveraging your knowledge of Mutual Funds, PMS, AIFs, and related productsPreferred candidate profileExtensive experience in wealth management...

Greetings Skills required: Wealth/ Investment/PMS/MF/AIFAs a Wealth Manager, you will be responsible for maintaining client relationships and generating assets under management (AUM). Your main focus will be on selling financial products to high-net-worth individuals (HNIs), with a preference for mutual funds and bonds.ResponsibilitiesDevelop and maintain...

Acquire new clients for Mutual Fund investments and Insurance productsPromote MFs, Insurance, goal-based investing, & long-term wealth planning Achieve monthly sales and revenue targets through direct sourcing, referrals & networking Required Candidate profile1–5 yr experience in Financial product sales Strong communication, presentation & client-handling...

About the Role As a Wealth Relationship Manager , we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial...

Job Description:Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should...

Experience in the field of Stock Market is mandatory. As a Relationship Manager at Saturday Wealth Management, you will be the primary point of contact for our clients. Your role includes developing and maintaining strong relationships with clients, ensuring their financial needs are met with the highest standards of service. Key Responsibilities: ...

Roles and ResponsibilitiesManage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of investment products such as Mutual Funds, AIFs, PMS, TPP, Open Market etc.Identify opportunities for upselling and cross-selling various financial solutions to HNI clients to increase revenue...

Job Description QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products. Key...