VP - Wealth Management
19 hours ago
Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance
Investment Banking,HNI/Ultra HNI segment,new client acquisition,planning outbound and inbound sales,financial market trends,Investment Advisory,business development,Asset Management
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Wealth Manager
1 week ago
Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per yearCompany DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...
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Wealth Manager
3 days ago
Chennai, Tamil Nadu, India Talent21 Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJOB OVERVIEWROLEWealth ManagerDEPARTMENTSalesLOCATIONHyderabad, TelanganaWho we are?GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth...
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Wealth Manager
20 hours ago
Chennai, Tamil Nadu, India Assetra Wealth Management Llp Full time ₹ 15,00,000 - ₹ 20,00,000 per yearBuild and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfoliosSales incentives
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Senior Vice President of Wealth Management
4 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...
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Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India N J Macson Full time ₹ 15,00,000 - ₹ 28,00,000 per yearResponsibilities:* Manage HNI client relationships* Oversee portfolio performance* Collaborate with investment teams* Develop wealth strategies* Sell mutual funds and investment products
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Wealth Manager
20 hours ago
Chennai, Tamil Nadu, India Allnessjobs Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe're Hiring – Wealth Manager (HNI Acquisition) Locations: Chennai | Hyderabad | Bangalore Designation: Asst. Manager / Manager / Sr. Manager Experience: 2 – 10 YearsAbout the RoleWe are looking for dynamic and result-driven Wealth Managers who can build and manage strong relationships with High Net-Worth Individuals (HNIs). The ideal candidate will be...
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Wealth Relationship Manager
24 hours ago
Chennai, Tamil Nadu, India Purnartha PMS Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionPurnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth...
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Equity Research Analyst
1 week ago
Chennai, Tamil Nadu, India Prosperity Wealth Management Full time ₹ 6,00,000 - ₹ 18,00,000 per yearVacancy: Equity Research AnalystCompany DescriptionProsperity Wealth Management Pvt. Ltd. is an investment firm based in Chennai (TN), India. The company is a registered Portfolio Manager with the Securities & Exchange Board of India (SEBI), and invests through its flagship investment vehicle - Prosperity Discovery Fund.For more information please refer to...
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Sr. Relationship Manager/Wealth Management
5 days ago
Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...
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Wealth Advisor
23 hours ago
Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 25,00,000 - ₹ 40,00,000 per yearJob Title:Wealth Advisor / Financial ConsultantLocation:Chennai, Tamil NaduEmployment Type:Full-time | On-siteExperience:1–2 years (Minimum 6 months BFSI experience preferred)Qualification:Any Graduate (Finance background preferred) MBA MarketingSalary Range:₹2.5 LPA – ₹4 LPA + Attractive IncentivesAbout the RoleWe're looking for dynamic and...
