Senior Vice President of Wealth Management
2 days ago
Very urgent requirements for a well reputed NBFC into Private Wealth Management as :
Wealth Relationship Manager
Grade: VP/SVP
Location: Bengaluru
Individual & Playing Captain Role both profiles are available
Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having own book, managing U/HNI customers.
Non sales, Operation, Analytics candidates please do not apply for this role.
CTC: Open up to 75 LPA
Job Purpose
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Key Deliverables
Critical
Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Responsible for business development through acquisition of high net-worth clients.
Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
Routine
Analyse client portfolios and make necessary suggestions.
Recommend financial products.
Responsible for identifying customer needs and assessing their risk appetite
Provide regular updates to the immediate superior as and when required
Create and enforce plans that will help meet the needs of the customer.
Role Requirements
Educational Qualifications: Graduation / Post Graduation in any discipline
Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Domain Knowledge: Understanding of market pulse, knowledge on investment products,
understanding of wealth platform
IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
-
Vice President – Wealth
2 days ago
Bengaluru, Karnataka, India Creddinv Full time ₹ 1,00,00,000 - ₹ 2,50,00,000 per yearPosition:Vice President – WealthExperience Required:10–15 YearsLocation:MumbaiEmployment Type:Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division's strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong...
-
Vice President
2 weeks ago
Bengaluru, Karnataka, India Genius Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWe're Hiring: Vice President / Senior General Manager MIVAN Framework (Bangalore)Are you a results-driven construction professional with a strong background in MIVAN framework technology? We are looking for an experienced Vice President / Senior General Manager to lead and manage large-scale projects in Bangalore. Key Requirements:Minimum 10 years of...
-
Vice President
1 day ago
Bengaluru, Karnataka, India equentis Full time ₹ 2,00,00,000 - ₹ 2,50,00,000 per yearTitle - Vice President Pre-IPO Sales.Department : Pre IPOReports to : Head - Business Excellence.As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009.Equentis Wealth Advisory Ltd is a leading financial services and wealth creation offering comprehensive investment...
-
Vice President
1 week ago
Bengaluru, Karnataka, India HCLTech Full time ₹ 2,00,000 - ₹ 12,00,000 per yearJob Title:Vice President – SAP Solutions HeadLocation: Bangalore/ Hyderabad /Chennai / Delhi-NCRRole Overview:We are seeking an accomplished and visionary Vice President – SAP Solutions Head to lead our global SAP transformation initiatives. This leadership role requires a strategic thinker with extensive SAP expertise, proven experience in large-scale...
-
Assistant Vice President
3 days ago
Bengaluru, Karnataka, India Purnartha PMS Full time ₹ 4,00,00,000 - ₹ 10,00,00,000 per yearCompany DescriptionPurnartha is a SEBI-registered organization specializing in research-backed Portfolio Management Services (PMS) with over a decade of experience. Guided by the philosophy of "Vasudhaiva Kutumbakam," the company is committed to treating clients' financial well-being as its own. Purnartha offers personalized and transparent financial...
-
Vice President Marketing And Sales
1 week ago
Bengaluru, Karnataka, India Mentric Training and Consulting Pvt Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionMentric Training and Consulting Pvt. Ltd. focuses on providing holistic training solutions across various sectors, emphasizing technical skills, soft skills, and job-oriented training programs. With strong expertise in the Facility Management Sector, Mentric Training emphasizes learning journeys for individuals, teams, and organizations....
-
Wealth Management Associate
6 days ago
Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per yearWealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...
-
Vice President
3 hours ago
Bengaluru, Karnataka, India JPMorgan Chase Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJoin our dynamic Talent Acquisition team as a Recruiting Professional, where you'll utilize your expertise in the banking or financial services industry to attract and engage top-tier candidates.Job SummaryAs a Vice President Recruiter in Global Technology, you will play a critical role in attracting, sourcing and recruiting top talent, managing the...
-
Vice President
1 week ago
Bengaluru, Karnataka, India HSBC Full time ₹ 15,00,000 - ₹ 30,00,000 per yearSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...
-
Assistant Vice President
5 days ago
Bengaluru, Karnataka, India Phoenix Mills Full time ₹ 15,00,000 - ₹ 30,00,000 per yearJob Title Assistant Vice President – Marketing Department / Division Marketing Position reports to Head - Sales & Marketing External Interface (Enlist external agencies / authorities that you are required to deal with while discharging your duty)- Vendors / Agencies - Consultants Minimum Qualification (i.e., education, training etc.) Post Graduation / MBA...