Wealth Manager

Job Specifications Role Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

Job Role : Wealth Manager Experience : 2 to 5 yearsLocation : Delhi, Hyderabad, Bangalore, ChennaiKey Responsibilities & AccountabilitiesWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving...

Job Role : Wealth Manager Experience : 2 to 5 yearsLocation : Delhi, Hyderabad, Bangalore, ChennaiKey Responsibilities & AccountabilitiesWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving...

Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).What You’ll Do:Acquire & manage HNI clients (₹1–5 Cr+...

Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus). What You’ll Do: Acquire & manage HNI clients (₹1–5 Cr+...

Company DescriptionAt Dhingra Wealth Services LLP, we believe that financial freedom is a journey. We specialize in comprehensive wealth management for individuals, helping them achieve financial security and long-term prosperity through sound financial planning principles. Our approach is centered on understanding your financial aspirations and crafting...

The Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUMJob Locations : Delhi , Kolkata and ChennaiExperience:Hands-on experience with BSE STAR MF platform.5+ years of relevant experience in wealth...

Key Responsibilities: Lead, manage, and motivate a team of Sales Managers/Equity Advisors to achieve acquisition and revenue targets. Recruit, train, and onboard new team members to strengthen the client acquisition pipeline. Ensure team achieves monthly/quarterly targets for DEMAT & Trading account openings . Drive cross-selling of Third-Party Products...

Drive innovation with products that make a global impact Drive the roadmap of innovation where outsourcing meets global scale. Craft strategies that redefine how businesses operate worldwide. From vision to execution, your work will ripple across industries, shaping experiences, driving growth, and setting new standards in product leadership. What Awaits You...