Wealth Manager- HNI Sales

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...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

Location – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...

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...

Role Designation: WMDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: An Indian financial services, HQ in MumbaiReporting to: Cluster ManagerLocation: MumbaiHighlights: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.Must onboard...

Job Summary:We are seeking an experienced and dynamicSenior Relationship Managerto join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...

Role OverviewIn Private Wealth, you will play a pivotal role in leading and expanding our wealth managementbusiness. The role involves driving client acquisition at the highest levels, scaling the franchise, andmentoring leaders within the team. We are looking for a seasoned professional who can balancestrategic vision with execution while nurturing strong...

Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....

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...