Wealth Growth Specialist

11 hours ago


Pune, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

Role Overview:

The Wealth Growth Specialist is responsible for building and maintaining banking and investment relationships with high net worth, non-resident Indian, and ultra-high net worth clients.

Key Responsibilities:

Client Relationship Management

  • Manage and grow banking and investment relationships with HNI, NRI, and UHNI clients
  • Deliver exceptional service to exceed client expectations and retain high-value customers
  • Identify revenue opportunities within existing and potential client relationships

Business Development & Revenue Growth

  • Achieve sales targets across investments, liabilities, retail assets, business banking, forex, and cards
  • Proactively offer a complete suite of consumer and commercial banking products to current and prospective clients
  • Drive wallet share increase and deeper relationship penetration

Portfolio Quality & Engagement

  • Ensure high-quality portfolio by maintaining regular engagement with mapped clients
  • Monitor relationship values and take corrective actions to maintain desired standards

Financial Planning & Investment Advisory

  • Conduct in-depth financial analysis to understand client needs
  • Recommend suitable investment products and financial solutions
  • Drive revenue through advisory-led cross-selling of mutual funds, insurance, and other investment instruments

  • Shriram Wealth

    6 days ago


    Pune, Maharashtra, India Shriram Wealth Limited Full time

    Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

  • Wealth Advisor

    6 days ago


    Pune, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 17,50,000

    Financial Acquisition SpecialistA highly motivated Financial Acquisition Specialist with 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs) is sought after to build a qualified pipeline of investors for the Real Estate Fund.Main ResponsibilitiesGenerate leads through calls, emails, networking, and referrals.Identify and reach...

  • Kmbl Wealth

    4 weeks ago


    Pune, Maharashtra, India Acura solutions Full time

    Job SummaryThe Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area This role ensures the achievement of revenue targets client acquisition and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines Key...


  • Pune, Maharashtra, India beBeeWealth Full time ₹ 40,00,000 - ₹ 50,00,000

    Job Title:Wealth Development SpecialistAbout the Role:We seek a seasoned professional to provide high-net-worth clients with customized investment, insurance, and wealth planning solutions.The ideal candidate will be responsible for building strong relationships with clients, understanding their financial goals and risk tolerance, and delivering tailored...

  • Wealth Manager

    2 weeks ago


    Pune, Maharashtra, India Right Advisors Private Limited Full time

    Dear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

  • Key Account Manager

    7 days ago


    Pune, Maharashtra, India ink wealth Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    inkwealth #WeAreHiringWe're Hiring – Key Account Manager Company: ink wealth About Usink wealth is a fast-growing financial services firm committed to helping clients achieve their wealth-building and investment goals. We specialize in personalized financial solutions, investment planning, and wealth management strategies. Role OverviewWe are looking for a...


  • Pune, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Solutions ExpertWe are seeking a highly skilled Financial Solutions Expert to join our team.The role involves building strong, long-lasting relationships with clients and providing exceptional customer service. The Financial Solutions Expert collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and...

  • Wealth Manager

    7 days ago


    Pune, Maharashtra, India Shikshan Nivesh Full time ₹ 7,80,000 - ₹ 14,40,000 per year

    Location:[Pune / Remote]Salary Range:₹65,000 – ₹1,20,000 per month (based on interview & experience)About Shikshan NiveshShikshan Nivesh is an education-first financial platform dedicated to simplifyinginvesting, markets, and personal financefor retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted,...

  • Wealth Manager

    4 days ago


    Pune, Maharashtra, India Spectra Management Consultancy Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    About the RoleWe are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and...


  • Pune, Maharashtra, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

    Wealth Management Internship Opportunity">Gain hands-on experience in client relationship management and build a career in wealth management.Key Responsibilities:Support Relationship Managers in handling affluent and super affluent clients with investment portfolios exceeding ₹1 Cr.Learn to prepare comprehensive client reports and coordinate with asset...