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...

Role - Wealth Manager - HNI Sales Exp - 1 yr+ Location - Mumbai Requirement: HNI Sales Ultra HNI B2C Relationship Manager PMS, Mutual Fund , Broking ,Insurance , Bonds / Equity Generate new business BOND , AIF , LI MLD , UNLISTED SHARE

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...

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...

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...

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...

Location:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...

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...