Senior Wealth Manager

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

Job Description : Senior Sales ManagerWe are seeking an experienced and dynamic Senior Sales Manager to join our wealth management family office. The ideal candidate will be responsible for developing and managing relationships with HNI's and family offices, driving sales growth, and providing comprehensive wealth management...

Reports to: AVP, Business HeadCTC Range: ₹4 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent analytical and multitasking capabilitiesSelected Intern's...

Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....

We are seeking a dynamic and client-focusedSeniorRelationship Managerwith 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

Profile : Wealth ManagerLocation : MumbaiJob Summary :As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a...

Location: Navi Mumbai (Corporate Office) + FieldRole Type: Full-TimeJob SummaryUPONLY Technologies is seeking a results-driven Wealth Manager with anexisting client bookto focus primarily on selling Mutual Funds (MF) and Optionally Convertible Debentures (OCD). The ideal candidate could be from direct insurance sales or banking background, adept at...

Kredere Wealth Partner:Kredere Wealth Partner is a Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets. While the nucleus of our offering is Wealth Advisory and Management, we also provide niche services through a network of leading specialists, spanning the following...