Private Wealth Manager
2 days ago
Location – Bangalore/Mumbai Position: PMS 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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Wealth Manager
2 weeks ago
bangalore, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
bangalore, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Bangalore, Karnataka, India Acura solutions Full timefor IDFC First BankJob Title Private Banker Partner - First Private -Job Type Full-TimeJob Category Retail BankingDepartment Retail Banking Wealth Management Sales Private Banking GroupLocation BangaloreIDFC FIRST Bank is seeking a highly motivated and experienced Private Banker Partner to join our First Private team in the South region As a...
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Circlel Head
2 weeks ago
bangalore, India Wealth Broking Full timeCircle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY 9137265848 ,...
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Circlel Head
2 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...
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Bangalore, Karnataka, India Goldman Sachs Full timeJob Category Analyst Wealth ManagementAcross Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high...
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Senior Vice President of Wealth Management
3 days ago
bangalore, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...
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(Immediate Start) Circlel Head
7 days 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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Circlel Head
7 days ago
bangalore district, 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 9137265848 ,...
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Private Wealth Management Specialist
3 days ago
bangalore, India Antal International Full timeDirector / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...
