Relationship Manager Wealth

Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida .The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...

Company DescriptionSahaj Wealth Private Limited provides a comprehensive platform for managing a diverse range of financial products and services. These include mutual funds, bonds, insurance, unlisted stocks, equity/derivatives trading, portfolio management services (PMS), alternative investment funds (AIF), and structured products. Additionally, the...

*Were Hiring Private Wealth Managers*Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you* Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore* Experience:* 8+...

Investvalue Fintech, was founded with a vision to transform wealth management domain with technology, innovation and intellect using the digital wave. We are India's first coveted wealthtech platform - A solution to all your business needs that will transform your efforts and determination into roaring success in areas of wealth creation, client happiness...

Company DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...

Responsible for acquiring new clients, managing HNI relationships, and providing investment advice on mutual funds and insurance. Must hold NISM Series V-A certification and have strong communication and financial product knowledge.

Company DescriptionAt Novelty Wealth, we are revolutionizing wealth management to make it accessible to everyone. With a combination of SEBI-registered expertise and cutting-edge AI technology, we provide 360° financial planning covering investments, taxes, insurance, and budgeting for individuals and their families. Our NovaAI, a 24/7 personal finance...

Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...