Senior Wealth Manager

Key Responsibilities:    •    Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives.    •    Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.).    •    Cross-sell banking and...

Key Responsibilities (KRAs):● Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms,   investment bankers, and AIF Cat-II fund managers. Build relationships through trust,market insight, and value-driven conversations.● Real Estate Investment Advisory: Consult clients on...

Job Title: Wealth Manager Location: Indore (On-site) Department: Sales & Real Estate Investments Reporting To: Financial Manager / CEO Key Responsibilities (KRAs): Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms, investment bankers, and AIF Cat-II fund managers. Build relationships through...

Wealth Management OpportunitiesAs a skilled Wealth Manager, you will be responsible for identifying and approaching high net worth individuals to build relationships through trust, market insight, and value-driven conversations.Key Responsibilities:Investor Origination & Outreach: Identify and pitch to potential investors, building relationships through...

Company DescriptionAugain Wealth Pvt. Ltd. offers bespoke financial services to a diverse clientele, with a focus on HNIs and UHNIs. Founded by Aaditya Maru, who has over 15 years of experience in capital markets, the company is backed by a team of seasoned professionals including CAs, CFAs, and MBAs from premier institutes. Our strategic partnership with...

Company Description Augain Wealth Pvt. Ltd. offers bespoke financial services to a diverse clientele, with a focus on HNIs and UHNIs. Founded by Aaditya Maru, who has over 15 years of experience in capital markets, the company is backed by a team of seasoned professionals including CAs, CFAs, and MBAs from premier institutes. Our strategic partnership with...

Strategic Wealth Management RoleJob Summary:The primary objective of this position is to cater to high net worth and ultra high net worth clients with their investment requirements, offering an exclusive product range and exceptional service delivery.Key Responsibilities:Cultivate relationships with HNI and UHNIs for investment purposesContribute to the...

Wealth Relationship ManagerOur organization seeks a skilled Wealth Relationship Manager to join our team.This role involves managing the banking and investments relationship of clients and is responsible for the overall growth of liabilities & investment business from HNI/NRI/UHNI segment. The successful candidate will develop, manage, and expand customer...

Job DescriptionJob SpecificationsProfile: Sales ManagerDesignation: Sales ManagerLocation: IndoreReporting to: Branch Manager / Cluster HeadPrimary Job ResponsibilitiesKey Responsibilities:- Develop and execute equity sales strategies to achieve and exceed business targets.- Build and manage own team along with P&L responsibilities.- Establish and nurture...

Job Title:Senior ServiceNow Integration SpecialistJob Description:We are seeking an experienced professional to design and implement business logic and process automation for our clients.The ideal candidate will have deep expertise in ServiceNow ITSM implementations, integrations, and module customizations in the Financial/Wealth Management domain.Key...