Wealth Manager
2 days ago
Location: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Requirements • Graduate (Mandatory) • At least 0.6 -3 years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills – verbal and written communication skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) • Joining Time: ASAP
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Leadership - Wealth Management
3 weeks ago
Bangalore Division, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟 Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Wealth Manager
4 weeks ago
bangalore, India fydaa Full timePosition : Wealth Manager Location : Multiple Location (Remote) Employment Type : Full – Time About the Job Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our...
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Wealth Manager
2 weeks ago
bangalore, India Stockify Fintech Full timeLocations: Mumbai, Bangalore, Delhi Experience: 3–5 yearsIndustry: Wealth ManagementCompany: Stockify FintechAbout the RoleStockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments.You’ll advise clients, identify new...
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Wealth Manager
2 weeks ago
bangalore, India Stockify Fintech Full timeLocations: Mumbai, Bangalore, Delhi Experience: 3–5 years Industry: Wealth Management Company: Stockify FintechAbout the Role Stockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll advise clients, identify new...
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Client Engagement
5 days ago
Bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...
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Client Engagement
2 days ago
bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...
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Client Engagement
1 day ago
bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...
