Wealth Manager

We are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.

Role Overview: As a Wealth Manager/TL Retail-Sales at SMIFS Limited, you will be responsible for retail sales and maintaining product knowledge while providing excellent customer service and effective communication. Your daily tasks will include building and maintaining client relationships, understanding client needs, and promoting financial products and...

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...

Position: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...

We are seeking an energetic and persuasive Telesales Executive to join our team. The candidate will be responsible for cold calling prospects from our database to either onboard them as channel partners or convince them to invest in our financial products such as bonds and mutual funds.This role is ideal for someone with strong communication skills and a...

Role : AIF Sales/Fund RaisingAbout Neo Group:Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering...

JOB DESCRIPTION Role/ProfilePrivilege Relationship ManagerJob Title/ DesignationExecutive/Assistant Manager/ Deputy ManagerCompany CTC rangeNegotiableLocationPatnaSUMMARY: -The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide...

We provide financial planning, investment advisory, and portfolio management services. The role involves guiding clients on wealth creation, tax planning, and long-term financial security. Candidates will focus on building strong client relationships and offering tailored financial solutions.Job Type: Full-timePay: From ₹20,000.00 per monthBenefits:Cell...

Job Title: Team Leader Wealth ManagerDepartment: Wealth Management & Lending SolutionsRole OverviewWe are seeking a dynamic and experienced Team Leader – Wealth Manager to lead a high-performing team of wealth advisors. The ideal candidate will bring deep expertise in equity broking, investment advisory, and lending products including business loans,...

Company DescriptionShriram Fortune, the specialized wealth management division of Shriram Group, focuses on providing tailored financial solutions for High and Ultra-High Net Worth individuals. Our mission is to understand the intricacies of wealth accumulation and preservation. We employ meticulous financial analysis to uncover opportunities and navigate...