Executive Wealth Manager

Qualification & Skills:Education qualification: GraduateExperience: Minimum 3 years of experience as Wealth Manager in AMC/Bank/Broking CompanyRoles & Responsibilities:Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products : Mutual Funds, PMSHandle and manage clients.Experience of advising clients...

If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at Key ResponsibilitiesClient Acquisition & Relationship Management:Identify and attract new HNI clients through strategic efforts and referrals.Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.Ensure high levels...

Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing...

This is a position within Keller Executive Search and not with one of its clients.Passionate about closing deals and building relationships in the executive recruitment space? Step into the role of Sales Associate at Keller Executive Search and fuel our growth in a competitive, rewarding environment. You'll drive sales for recruitment services, targeting...

Job Description - Branch Manager For One of the Leading Capital Market Company - Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. - Ensure branch profitability and business surplus through asset gathering. - Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Company DescriptionPLANITT simplifies wealth creation by assisting individuals and families in building financial freedom through mutual fund distribution, transparent advisory, and investment education. With a client-first and trust-driven approach, PLANITT emphasizes commission-free services. Our focus on wealth management and investment education helps...

Company DescriptionKotak Private is the pre-eminent banker to India's wealthiest, with 60% of India's richest having chosen us for our cutting edge investment solutions. We offer a holistic financial platform tailored to meet the needs of our high-net-worth clients. Our comprehensive suite of services is designed to provide the best financial solutions for...

Currently we are hiring Service Relationship Manager for leading Banking industry. Role: Service Relationship Manager Department: Wealth Management Location: Mumbai Job role: 1. Provide client service support in : Accepting and placing transaction orders upon RM and /or client request Ensure smooth processing of Accounts with healthy first pass scores and...

Job Description Responsibilities: - Sales Leadership (PMS/AIF): Provide visionary sales leadership specifically for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) products, driving revenue growth and market share. - Marketing Strategy & Brand Positioning: Develop and execute comprehensive marketing strategies, ensuring strong...

Some careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.International Wealth and...