Wealth Development Specialist

6 hours ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Relationship Manager - Wealth Management

A leading player in the Capital Market sector, with a nationwide presence and managing assets exceeding 20,000+ Crores, is expanding its Wealth Management team and hiring Relationship Managers at multiple locations.

Key Responsibilities:
  • Drive client acquisition efforts to expand the portfolio of High Net Worth Individuals (HNI), Ultra HNI, and Corporate clients;
  • Implement strategies for the activation of inactive clients and focus on robust client retention;
  • Provide comprehensive 360-degree financial planning tailored to the unique needs and objectives of HNI, UHNI, and Corporate clients;
  • Conduct thorough analysis of Risk profiles of clients to understand their financial situation, investment goals, and risk tolerance;
  • Present and sell a diverse range of third-party financial products from various Asset Management Companies (AMC) and financial companies, including Mutual Funds, Fixed Deposits, Portfolio Management Services (PMS), Structured Products, Sovereign and Corporate Bonds, and other relevant investment avenues;
  • Successfully develop, maintain, and deepen strong, long-term client relationships built on trust and understanding;
  • Maintain a strong understanding of current capital market scenarios and possess deep knowledge of Wealth management principles and strategies;
  • Focus on managing and building financial relationships with new HNI clients and Corporates;
  • Develop and manage investment portfolios of HNI clients to align with their financial plans and risk profiles;
  • Stay informed about the competitive landscape, understanding competitor activity and new product developments in the market;

The ideal candidate for this role should be :

- A Graduate/Post-graduate with At least 2+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries.

- Good marketing and servicing skills for 'Existing/New Customers' by providing best financial solutions will be a prerequisite requirement for this role.

- Knowledge of financial products such as PMS, AIF, MF, FD, Structured Product, Sovereign and Corporate Bonds, Housing Loans and LAP.

- Impeccable Communication and Presentation skills.

  • Wealth Product Specialist

    1 day ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

  • Wealth Manager

    1 day ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Wealth Management Specialist

    1 week ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Opportunity">">As a seasoned Wealth Management Specialist, you will be responsible for developing and implementing tailored financial solutions for our esteemed clients.">">Your key responsibilities will include:">">">Providing expert advice on investment strategies, financial planning, and wealth creation to ensure clients' financial goals are...

  • Digital Marketing Specialist

    1 day ago

    Delhi, Delhi, India RS Wealth Management Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionRS Wealth Management Pvt. Ltd., established in 2013, is a one-stop financial supermarket offering a wide array of investment options, services, and products. The company, based in India, is a member of the National Stock Exchange (NSE), Bombay Stock Exchange (BSE), and Multi Commodity Exchange (MCX), providing a robust platform for trading...

  • Senior Wealth Development Specialist

    3 days ago

    Delhi, Delhi, India beBeeRelationship Full time ₹ 36,00,000

    Role OverviewThis position involves developing business through wealth management techniques, ensuring quality service to clients.Main Responsibilities:Meet established targets by achieving set objectives.Ensure banking targets are met with a focus on defined income objectives.Achieve customer level profitability objectives individually and as part of the...

  • Wealth Business Development Professional

    2 days ago

    Delhi, Delhi, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,20,00,000

    Job Title Wealth Relationship Manager is a key role that requires exceptional skills in relationship building and management.Responsibilities:Work in synergy with cross-functional teams to generate wallet share across wealth and liability productsCross-sell wealth and liability products to premium Asset clientsGenerate new business to achieve defined sales...

  • Key Account Manager-Wealth Growth Specialist

    2 days ago

    Delhi, Delhi, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Key Account Manager - Wealth Growth SpecialistJob Description:We are seeking a highly skilled Key Account Manager to join our team. As a Key Account Manager, you will be responsible for generating new business opportunities and cross-selling wealth products to our premium asset clients.Detailed Responsibilities:To work in synergy with cross-functional teams...

  • Wealth Management Lead

    19 hours ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Lead Wealth Manager PositionThis role involves leading our wealth management efforts, building and managing client relationships, identifying business opportunities, and developing tailored investment plans.Key Responsibilities:Develop and implement comprehensive investment and financial plans across asset classes to drive growth and retentionProactively...

  • Private Wealth Manager

    3 days ago

    Delhi, Delhi, India Ingenetus Full time

    Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...

  • Private Wealth Manager

    12 hours ago

    Delhi, Delhi, India Ingenetus Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...