Wealth Manager
5 days 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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Account Manager
6 days ago
chennai district, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Wealth Management Intern
6 days ago
bangalore district, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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(Immediate Start) Circlel Head
3 weeks ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS AIF Structure...
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Domestic Wealth Relationship Manager
1 week ago
Mumbai City District, India Mcap Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 8,00,000 per yearDomestic Wealth ManagementJoining Date: Immediate or with in 1 monthGender: Male CandidateContact Details: About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...
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Senior Vice President of Wealth Management
6 days ago
bangalore district, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus,...
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Wealth Manager
5 days ago
Bangalore, India equentis Full timeLocation – 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...
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Wealth Management Intern
7 days ago
Bangalore, India Prosperr.io Full time € 20,000io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the...
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Wealth Manager
2 weeks ago
Mumbai City District, India Topgear Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per yearThis Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Wealth ManagerExperience: 5 - 8 YearsJob Description:Roles & Responsibilities:Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions.Designing And Executing Investment Strategies To Drive Portfolio Performance And...
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Wealth Management Intern
3 days ago
bangalore, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
3 days ago
Bangalore, India Prosperr.io Full time € 20,000About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
