Wealth Manager
5 days ago
Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply. 11. Impeccable sales skills to handle HNI clients. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.
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(Immediate Start) Circlel Head
3 weeks ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS AIF Structure...
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Wealth Management Intern
7 days ago
Bangalore, India Prosperr.io Full time € 20,000io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the...
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Wealth Management Intern
3 days ago
bangalore, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Manager
5 days ago
bangalore district, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...
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Wealth Management Intern
3 days ago
Bangalore, India Prosperr.io Full time € 20,000About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Manager
5 days ago
Bangalore, India equentis Full timePosition: Wealth Manager Acquisition of Wealth Clients: Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. To conduct and assist in organizing seminars, workshops and other business development activities. Prior experience of working in a wealth...
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Wealth Management Intern
6 days ago
bangalore district, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
2 weeks ago
bangalore, India Zetheta Algorithms Private Limited Full timeAbout the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...
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Wealth Management Intern
7 days ago
bangalore, India Zetheta Algorithms Private Limited Full timeAbout the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye...
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Wealth manager
2 weeks ago
Bengaluru/Bangalore, Chennai, Jaipur, Surat, Visakhapatnam, India RECEX Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Title: Wealth Manager Location: [Insert Location]Job Type: [Full-time/Part-time/Contract]Department: Wealth Management / Financial AdvisoryReports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for...
