Field Sales Wealth Management

2 days ago

Mumbai, Maharashtra, India Onthefrontier Hrtech Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role Designation: WM

Department: Investment Products

Function: Sales/Wealth Management

Company: An Indian financial services, HQ in Mumbai

Reporting to: Cluster Manager

Location: Mumbai

Highlights:

1. Min 3 yrs experience, work stability.

2. Field sales should be majority of the role, not only calls & advisory.

3. At least 3 physical meeting a day.

  1. Must onboard AUM-30CR post joining, within 3 months time.

  2. Not a retail sales candidate.

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 all processes are followed keeping in mind the ethos of the organization.

Key Deliverables

  1. Cater to investment needs of mass affluent clients by

recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares,

Bonds, Direct Equity and Equity Advisory Products.

  1. Meet the required AUM, investor acquisition and AUM targets for

given area.

  1. Ensure the timely delivery of customized wealth advise to HNI

customers.

  1. Periodic review of clients portfolio to ensure that they are in line

with clients investment objectives.

  1. Joint calls with branch team.

Role Requirements

  1. Educational Qualifications: Post Graduation/graduate.

  2. Experience: 3+ Years in sales/wealth management of handling the HNI

clients.

  1. Team handling experience: Not mandatory.

4.Preferred industry back ground: Wealth Management, Banking,

Investment Counselling.

  1. Domain Knowledge: Sales/Wealth Management, capital markets,

Investment Products.

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    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...

  • Wealth Manager

    14 hours ago

    Mumbai, Maharashtra, India RK Hr Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Looking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience

  • Senior Sales Manager

    2 weeks ago

    Mumbai, Maharashtra, India Endovia Wealth Full time ₹ 6,00,000 - ₹ 15,00,000 per year

    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...

  • B2B RM Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    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...

  • Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Services Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Wealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...

  • Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    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...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    4 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India IIFL Capital Services Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionIIFL Capital Services Ltd., formerly known as IIFL Securities Ltd., is one of India's premier financial services conglomerates, providing top-tier Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial products, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding...

  • Sales Manager

    2 weeks ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position: PMS Sales ManagerLocation : Mumbai Lower ParelBroader Role / Responsibilities:Acquisition of Wealth Clients PMS Sales:Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.Build up the sales funnel via Client Meetings...