Field Sales Wealth Management

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 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...

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...

Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Company Overview: Zigsaw is a leading financial services organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a strong focus on customer satisfaction and achieving revenue targets, Zigsaw offers a wide range of financial products and services to meet the diverse needs...

Role OverviewCompany Profile:A D Naik Wealth is one of Indias top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. As a trailblazer in financial services, A D Naik...

Client - Our client a leading NBFCPosition -Regional Head / Cluster Head - Wealth ManagementExperience - Wealth Management / Private BankingLocations - Delhi / Mumbai /Ahmedabad / Pune / KolkataExperience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to exceed...

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...

Job descriptionJob Title: – Wealth Manager - AIF Category II (Sales)Location: Charni RoadDepartment: InvestmentsAbout the RoleWe are seeking an experiencedWealth Managerwith proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network...

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...