Wealth Sales Manager

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

**Hello FolksJoin Our Team: Sales Marketing Manager - Real Estate**Unlock Your Sales Potential **We're seeking a driven Sales Manager to join our Real Estate teamJob Title: Assistant ManagerCompany: Wealth Clinic Pvt LtdLocation: Sector 132, NoidaJob Type: Full-timeExperience: Minimum 2 yearsAbout the Role:**New client acquisition and revenue growthConduct...

Senior Wealth Manager / Portfolio ManagerCompany: Capital EdgeExperience Required:7+ YearsLocation:Sector 136, NoidaIndustry:Real Estate, Banking, Wealth Management and Financial ServicesCompensation:₹1,00,000 – ₹3,00,000 per month (₹12–₹36 lakhs per annum) + Performance-Based IncentivesAbout Capital EdgeCapital Edge is a premier investment...

About Wealth Clinic Pvt. Ltd.Wealth Clinic Pvt. Ltd. is a trusted name in the real estate consulting industry, offering premium residential and commercial property solutions. With a strong reputation for professionalism, transparency, and client satisfaction, we help customers make informed investment decisions while providing a rewarding career path for our...

Role OverviewThe Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning,...

Wealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...

Manage family wealth, investments, estate, and taxation (including US, Singapore, Dubai, EU tax matter)Handle family constitution meetings, governance, legal compliance, estate planning.Strong in multi-asset investments, taxation, legal structures. Required Candidate profileinvestment centric profilesWealth ManagementTreasury Preferred- manufacturing or...

Responsibilities:* Manage HNI client portfolios through NISM compliance & PMS expertise.* Provide investment advice, financial planning & relationship management.* Acquire new HNIs, expand existing relationships.Mobile bill reimbursementsRetention bonusSales incentivesTravel allowanceHealth insuranceAnnual bonus

Mutual fund AUM should be more than 20CR |Desired Candidate ProfilesCandidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications will be an added advantageShould have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF...