Wealth Manager
20 hours ago
Location: Chennai Industry: Wealth Management / Broking Experience Required: 4 to 8 years Team Size to Manage: 4–10 RMs Role Overview The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies. Key Responsibilities • Manage and mentor a team of RMs to acquire and service HNI clients • Grow AUM through new client acquisition and deepening existing relationships • Support the team in portfolio reviews and investment advisory • Track the local Affluent and Super Affluent market for new business • Keep the team updated on market trends and available investment options • Work with the central research team on client-specific investment decisions • Participate in client events, workshops and business development activities Required Experience & Background • Minimum 4–5 years in HNI Sales, Wealth Management or PCG Broking • Must have handled clients with 25 Lakhs+ investment capability • Previous team handling experience of at least 4 people • Strong stability in career (2–3 years average tenure per company) • Local market knowledge is mandatory • Should have earned incentives in past roles • Must be comfortable with field activity and individual contribution Qualifications • Graduate or Postgraduate in Finance or Marketing • Certifications like CFP add advantage Preferred • Candidates from HNI Broking / PCG Desk / Private Banking setups • Strong understanding of financial markets and investment products Not Eligible • Retail sales, telecalling, franchisee or online-only sales experience • Candidates interviewed and rejected earlier For More Information: Komal B. / HR Team Phone/WhatsApp:
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Wealth Manager
20 hours ago
India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
20 hours ago
India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate...
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Content Writer
3 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
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Bengaluru, India Wealth Manager Full timeJob Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...
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Wealth Manager
3 weeks ago
Kolkata, India Navya Nexus Pvt Ltd Full timeJob Description Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At...
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Private Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...
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Senior Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other...
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Wealth Manager
20 hours ago
India D. R . Share & Stock Brokers pvt. Ltd. Full time € 20,000 - € 60,000We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...
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Global Wealth Manager
20 hours ago
India SBNRI Full timeAVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 years About the Role: We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this...
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Wealth Manager
2 hours ago
Vapi, India Mirae Asset Sharekhan Full timeJob Description Company Description Established in 1995, Mirae Asset Sharekhan is a pioneer in introducing online trading in India. Serving over 3.1 million clients through 120+ branches and 4,400+ business partners, it has built a strong reputation in wealth creation. The company offers an extensive range of financial solutions, including Mutual Funds,...