Sr Wealth Manager
7 days ago
Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)
- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
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Wealth Manager
1 week ago
Bengaluru, Karnataka, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Senior Wealth Manager
3 days ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Wealth Management Intern
1 week ago
Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 2,40,000 per yearLocation:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...
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Senior Wealth Advisor
2 weeks ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time US$ 60,000 - US$ 1,20,000 per yearRole & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...
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Wealth Advisor
7 days ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPremium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...
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Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client's basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference...
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Bengaluru, Karnataka, India Bajaj Capital Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from...
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Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles3. Increase client base by meeting new clients, taking...
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Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from...
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Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from...
