
Wealth Sales Business Leader
2 weeks ago
As a Director and Zonal Head of Wealth Sales, you will be responsible for leading the team to achieve leadership position in the region. Your key responsibilities include building and retaining the best Wealth Sales team, suggesting innovative products and product bundles to the product team, and maximizing business performance opportunity.
Required Skills and Qualifications- Market and product knowledge
- Regulatory framework for investments
- Customer focus
- Process understanding
Our organization offers a competitive salary and benefits package, including core bank funding for retirement savings, medical and life insurance, flexible working options, and proactive wellbeing support. You will also have access to continuous learning opportunities and be part of an inclusive and values-driven organization.
OthersThis role requires strong leadership and communication skills, as well as the ability to work collaboratively with internal stakeholders. You must also be able to identify, escalate, mitigate, and resolve risk conduct and compliance matters.
-
Sector Leader
5 days ago
Jamnagar, Gujarat, India Sales & Profit Full timeJob Summary: Sector Leader – L&D Solutions / CRMWork Location: MumbaiSales Playbook Automation Platform helps large sales teams scale deal-winning behavior with dynamic product illustrations, real-time learning, and personalized content. comes with playbooks for salespeople that adapt and serve them every step of the sales process by: providing learning,...
-
Digital Wealth Platform Specialist
1 week ago
Jamnagar, Gujarat, India beBeeWealthManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000Wealth Management Subject Matter Expert Job OpportunityJob Description: Wealth management is a highly specialized field that requires deep domain knowledge, expertise, and experience. As a wealth management subject matter expert, you will play a crucial role in guiding the successful implementation of our digital wealth platform.Key Responsibilities:Act as...
-
Senior Wealth Management Executive
7 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 15,60,000 - ₹ 20,92,000Job Title: Business Development ProfessionalAbout This RoleWe seek a seasoned wealth management professional to fill this senior role.Your primary responsibility will be to generate sales through your network and existing contacts. To excel, you should have a well-established database of relationships built over time.Strong industry knowledge and relevant...
-
Wealth Manager
6 days ago
Jamnagar, Gujarat, India beBeeRelationship Full time ₹ 2,50,00,000 - ₹ 5,00,00,000Job Overview:Senior Relationship Manager- Wealth Management SolutionsAs a seasoned wealth management professional, you will be responsible for building and managing relationships with high net worth individuals (HNIs) and family offices.The ideal candidate will have a strong understanding of wealth products, structured investments, and alternative asset...
-
Private Wealth
7 days ago
Jamnagar, Gujarat, India ICICIDirect Full timeRole & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to...
-
Senior Wealth Manager
5 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,70,000 - ₹ 2,80,000Senior Wealth Manager PositionJob Summary:We are seeking a highly skilled and motivated Senior Wealth Manager to join our organization. As a key member of our Private Banking division, you will be responsible for developing and maintaining relationships with high net worth individuals and overseeing the management of their financial...
-
Business Executive Leader
2 weeks ago
Jamnagar, Gujarat, India beBeeExecutive Full time ₹ 30,00,000 - ₹ 40,00,000Executive Leader - Partnership & AlliancesWe are seeking a skilled Executive Leader to drive partnership and alliances growth.This is a full-time role based out of a specified location. Your responsibilities will include:Identifying potential partners, establishing business relationships, and negotiating partnership deals.Providing them with information...
-
Salesforce Wealth Management Expert
7 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000Job OpportunityWe are seeking a highly skilled Salesforce Project Manager to lead and manage the implementation of Salesforce projects within the wealth management sector.The ideal candidate will work closely with cross-functional teams, including wealth advisors, operations, compliance, and IT, to gather business requirements and translate them into...
-
Senior Wealth Strategist
2 weeks ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Private Wealth Management OpportunityWe are seeking a skilled Private Wealth Manager to join our team. As a key member of our wealth management division, you will be responsible for delivering tailored investment solutions to high net worth individuals and clients.Your primary focus will be on developing and implementing personalized wealth management...
-
Senior Private Wealth Strategist
7 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Private Wealth Advisor Role">Develop and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Provide personalized financial advice and wealth management solutions based on clients' needs and risk appetite.Responsibilities:Conduct regular portfolio reviews and performance updates with clients to...