wealth manager

Key Responsibilities:    •    Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives.    •    Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.).    •    Cross-sell banking and...

Job Title: Wealth Manager Location: Indore (On-site) Department: Sales & Real Estate Investments Reporting To: Financial Manager / CEO Key Responsibilities (KRAs): Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms, investment bankers, and AIF Cat-II fund managers. Build relationships through...

Company DescriptionAugain Wealth Pvt. Ltd. offers bespoke financial services to a diverse clientele, with a focus on HNIs and UHNIs. Founded by Aaditya Maru, who has over 15 years of experience in capital markets, the company is backed by a team of seasoned professionals including CAs, CFAs, and MBAs from premier institutes. Our strategic partnership with...

Job OpportunityWe are seeking a highly skilled and experienced wealth management professional to join our team. The successful candidate will be responsible for acquiring new high net worth clients, understanding their financial goals and risk appetite, and recommending suitable investment products.Key Responsibilities:Acquire new high net worth individuals...

Job Title:Sales Head Real Estate Key Responsibilities:Sales Leadership & P/L Ownership: Drive the full sales cycle and revenue P/L across projects and geographies.Sales Strategy & Execution: Implement multi-channel sales strategies, including digital, offline, and broker networks.Team Building & Performance Management: Lead a team of wealth managers,...

Strategic Wealth Management RoleJob Summary:The primary objective of this position is to cater to high net worth and ultra high net worth clients with their investment requirements, offering an exclusive product range and exceptional service delivery.Key Responsibilities:Cultivate relationships with HNI and UHNIs for investment purposesContribute to the...

Job DescriptionJob Title: Sales Head Real EstateCompany: MicroMitti Indias First PropTech Platform with Co-Investment ModelLocation: Indore (Full-time, On-site)About MicroMittiMicroMitti is redefining how Bharat invests in real estate. As Indias first PropTech platform focused on co-investment, transparency, and institutional-grade real estate, we are...

Job DescriptionJob SpecificationsProfile: RM SalesDesignation: Relationship ManagerReporting To: Branch Manager / Cluster HeadLocation: IndorePrimary Job ResponsibilitiesKey Responsibilities1. Client Acquisition & Onboarding- Identify and acquire new clients for equity trading and investment services.- Build a strong network to generate leads and convert...

Job DescriptionLocation: MicroMitti Headquarters, IndoreCompany Overview: MicroMitti is a pioneering Proptech firm redefining real estate investments through fractional ownership and innovative wealth creation strategies. Specializing in PropTech, fractional real estate investments, and real estate investment solutions, MicroMitti is committed to...

We are seeking a Financial Portfolio Specialist to join our team. As a Financial Portfolio Specialist, you will play a pivotal role in identifying and approaching high-net-worth individuals, family offices, wealth firms, investment bankers, and alternative investment fund managers.Key ResponsibilitiesBuild trust-based relationships with clients through...