Regional Wealth Mngr

Role & responsibilitiesManaging the tier 2 structure in managing the Team to ensure End to End Recruitment cycle , working closely with hiring Mngrs 2 understand Job requirements & hiring demandUtility Analysis in Sourcing Talent & Pipeline Management thru job portals, referrals,& job search engines, by Conducting Walk-ins & Vendor Coordination & Pipeline...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth productsEngage with HNI/UHNI clients & understand their investment aspirationsEnsure Onboarding, handholding & educating clients on various Investment/PMS portfolioEnd to end client relationship mgmt.Monitoring clients portfolio & updating...

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

Our client a leading NBFCPosition - Regional Head/Cluster Head -Wealth ManagementExperience - 10 yrs to 25+ yrsLocation - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / IndoreRequirement -Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to...

Job Description Company Description Our client is one of the leading NBFC. Cluster Head / Regional Head - Private Wealth Experience - 10+ years in Financial Industry/ Private Wealth/ Capital Markets / Private Banking Location - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad Education - UG / PG Role...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead...

RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

Client - Our client a leading NBFCPosition -Regional Head / Cluster Head - Wealth ManagementExperience - Wealth Management / Private BankingLocations - Delhi / Mumbai /Ahmedabad / Pune / KolkataExperience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to exceed...

Job PurposeAs a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our...