Senior Wealth Management Leader
4 weeks ago
Job Title: Cluster Head Hyderabad
Company: ConsultBae India Private Limited
Job Summary:
We are seeking a highly skilled and experienced Cluster Head to lead our wealth management activities in Hyderabad. The successful candidate will be responsible for driving revenue growth, establishing a strong brand presence, and delivering exceptional services to high net worth individuals and ultra high net worth clients.
Key Responsibilities:
Client Engagement and Relationship Management:
- Develop and maintain strong relationships with HNI and ultra HNI clients to understand their investment requirements and provide tailored solutions.
- Collaborate with Relationship Managers to support client portfolios and execute wealth management strategies.
Market Research and Analysis:
- Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
- Identify cross-selling and upselling opportunities for Relationship Managers.
Financial Planning and Reporting:
- Develop personalized financial plans for clients, taking into account their unique goals, risk tolerance, and preferences.
- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrices for client presentations.
- Set and achieve cluster-level business targets, including revenue, AUM, and client acquisition goals.
Management and Leadership:
- Establish and maintain a strong brand presence for Tata Capital Wealth Management in the Hyderabad region.
- Recruit, nurture, and develop talent to optimize revenue growth.
- Co-own clients with Relationship Managers.
About Us:
ConsultBae India Private Limited is a leading financial and investment service provider in India. We offer a range of services, including consumer loans, wealth management, commercial finance, and infrastructure finance. Our team is dedicated to delivering exceptional services to our clients and driving growth in the financial services sector.
-
Senior Wealth Management Leader
4 weeks ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob Title: Senior Wealth Management LeaderAbout the Role:We are seeking a highly skilled and experienced Senior Wealth Management Leader to lead our wealth management activities in the Hyderabad region. As a key member of our team, you will be responsible for driving revenue growth, expanding our market share, and delivering exceptional services to our high...
-
Strategic Wealth Management Leader
3 weeks ago
Hyderabad, Telangana, India Arin Consultancy Full time**Role Overview:**At Arin Consultancy, we are seeking a highly skilled Senior Manager to lead our Wealth Management Track. The successful candidate will be responsible for tracking the performance of invested funds and collaborating with fund managers to reconcile internal research with their opinions and understand the framework.**Key Responsibilities:***...
-
Senior Wealth Management Leader
3 weeks ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob Purpose: The purpose of this role is to lead all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, the establishment of the Tata Capital Wealth Management brand, and the delivery of exceptional services to HNI and ultra HNI clients. The role involves client engagement and...
-
Senior Wealth Management Professional
4 weeks ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob Title: Senior Wealth Management ProfessionalJob Summary:As a Senior Wealth Management Professional, you will be responsible for leading all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services...
-
Wealth Management Expert
3 weeks ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timePosition OverviewWe are seeking a seasoned Wealth Manager to join our esteemed Wealth Management team at GA Capital Management Pvt Ltd. As a key member, you will play a pivotal role in guiding and supporting our clients in achieving their financial objectives.Key ResponsibilitiesDevelop personalized financial plans tailored to clients' needs and risk...
-
Dynamic Wealth Manager
2 weeks ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timeCompany OverviewGA Capital Management Pvt Ltd is a leading wealth management company headquartered in Hyderabad, with a strong presence in metro cities and tier 2 locations across India. We are committed to creating long-term value for our clients and communities through wealth creation through equity investments.Our VisionWe aim to be the first globally...
-
Senior Wealth Strategist
3 weeks ago
Hyderabad, Telangana, India Gamut HR Solutions Full timeCompany OverviewGamut HR Solutions is a leading provider of job placement services, headquartered in Hyderabad with a team of experienced professionals.Job OverviewWe are seeking a highly skilled Financial Advisor/Wealth Manager to join our team as a Senior Wealth Strategist. This is a full-time role based in Hyderabad, Telangana, India, and offers a...
-
Senior Wealth Manager
2 weeks ago
Hyderabad, Telangana, India 4S Advisory Full timeWealth Management at 4S AdvisoryWe are a leading Wealth & Asset Management company with a strong focus on building customized and value-based solutions for our discerning clients. Our team of experts has a proven track record of hand-holding clients through multiple market cycles, providing a high level of personal service and tailored advice.Key...
-
Data Governance Leader
3 weeks ago
Hyderabad, Telangana, India Goldman Sachs Full timeJob Title: Data Governance Leader - Asset and Wealth Management OperationsJob Summary:As a Data Governance Leader, you will be responsible for steering and uplifting the existing Data Governance model in Asset and Wealth Management Operations. This role will involve leveraging analytical skills, creative problem-solving, and project management skills to...
-
Senior Wealth Manager
4 weeks ago
Hyderabad, Telangana, India Arin Consultancy Full timeWealth Management Opportunity:Arin Consultancy is seeking a dynamic Wealth Manager to join our team. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients.Key Responsibilities:- Foster B2B partnerships and attract B2C...
-
Strategic Wealth Management Professional
3 weeks ago
Hyderabad, Telangana, India 4S Advisory Full timeJob Title: Senior Wealth ManagerWe are seeking a skilled and experienced Senior Wealth Manager to join our team at 4S Advisory. As a key member of our Wealth Management team, you will be responsible for providing high-quality financial planning and investment advisory services to our high-net-worth clients.Key Responsibilities:Client Relationship Management:...
-
Wealth Manager
4 weeks ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timeAbout GA Capital ManagementGA Capital Management Pvt Ltd is a leading wealth management company that provides personalized financial solutions to its clients. Our team of experienced professionals works closely with clients to understand their financial goals and risk profiles, and develops customized investment strategies to help them achieve their...
-
Senior Wealth Management Specialist
3 weeks ago
Hyderabad, Telangana, India Yubi Group Full timeAbout Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt markets by streamlining finance between borrowers, lenders, and investors. Our platform is the world's largest possibility platform for the discovery, investment, and collection of any debt solution. With a strong focus on innovation, we equip our team members with...
-
Wealth Manager for Investment Strategies
3 weeks ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timeInvestment Management Expert for GA Capital ManagementAt GA Capital Management, we are seeking a highly skilled Investment Management Expert to join our team. As a key member of our wealth management team, you will be responsible for developing and implementing investment strategies for our clients.Key Responsibilities:Develop personalized investment plans...
-
Senior Wealth Management Professional
3 weeks ago
Hyderabad, Telangana, India LMV Investment Services Pvt Ltd Full timeAbout the Role:We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at LMV Investment Services Pvt. Ltd.The ideal candidate will have a strong background in insurance or mutual fund sales, with a proven track record of generating revenue for their organization.A key requirement for this role is having a well-established...
-
Senior Wealth Management Specialist
4 weeks ago
Hyderabad, Telangana, India Yubi Group Full timeAbout Yubi GroupAt Yubi Group, we are re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of...
-
Wealth Management Business Analyst
2 weeks ago
Hyderabad, Telangana, India Intellect Design Arena Ltd Full timeJob DescriptionWe are seeking a highly skilled Business Analyst to join our team at Intellect Design Arena Ltd. The ideal candidate will have a strong background in Wealth Management and experience with Financial Technology solutions.Key Responsibilities:Hands-on experience as a Business Analyst or Solution Architect in Wealth ManagementKnowledge of...
-
Senior Wealth Portfolio Manager
3 weeks ago
Hyderabad, Telangana, India i4 Consulting : Reimagining HR Blueprints Full timeCompany Overviewi4 Consulting: Reimagining HR Blueprints is a pioneering HR solutions provider that empowers organizations through technology innovations. Our focus is on enhancing talent attraction, employee experience, and productivity.We cater to a diverse range of organizations, including startups, retail, media, product-based organizations, and MNCs....
-
Senior Wealth Management Professional
3 weeks ago
Hyderabad, Telangana, India 4S Advisory Full timeJob Summary:We are seeking a skilled and experienced Wealth Manager to join our team at 4S Advisory. As a Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be...
-
Hyderabad, Telangana, India Gamut HR Solutions Full timeCompany OverviewGamut HR Solutions is a leading recruitment agency that specializes in connecting talented professionals with top-notch companies across various industries.Job OverviewWe are seeking a skilled and experienced Business Development Manager to join our team at Gamut HR Solutions. As a Business Development Manager, you will be responsible for...