Wealth Manager- Senior Executive
1 day ago
Job Description:
Department- Wealth Management
Position- Manager/Senior Manager
5 Days work form office
timings : 10AM-7:00 PM
Required Experience- Not less than 4-5 years (Age 32-37 Years)
Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software
Primary Responsibilities
- Business Development and Relationship Management in Wealth Management.
- Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management.
- Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
- Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
- Be active in developing new business for Wealth Management Team.
- Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
- Maintaining a good rapport with new clients so as to get good business and more referrals from them.
- Giving solutions to clients for any financial need with regards to wealth management.
- Reaching out to prospective clients using web based search and self sourcing.
-
Wealth Manager- Senior Executive
2 days ago
Mumbai, Vadodara/Baroda, India RECEX Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDepartment- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM...
-
Wealth Manager
3 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Private Wealth Manager
1 week ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per yearCompany: 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...
-
B2B RM Wealth Management
7 days ago
Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob 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 Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
