Wealth Manager
3 days ago
Wealth Manager
Job description:
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
- To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment.
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
- Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Qualification:
CFP / CFA / MBA in Finance / Marketing
Key Skills:
- Should be an individual performer
- Able to handle a reasonable book size
- Pleasant personality and good communication skills.
Functional Area:
Marketing
-
Wealth Management Advisor
1 week ago
Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...
-
Bengaluru, India Wealth Manager Full timeJob Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...
-
Sales Relationship Manager
2 weeks ago
Surat, Gujarat, India KV Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionKV Wealth – Invest & Insure is an AMFI-registered mutual fund distributor focused on delivering comprehensive and tailored wealth creation and management solutions. We are committed to providing our clients with clear, unbiased, and actionable financial advice that enhances their quality of life. KV Wealth serves as a trusted partner in...
-
Relationship Manager
1 week ago
Surat, Gujarat, India KV Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...
-
Wealth manager
2 weeks ago
Bengaluru/bangalore Chennai Jaipur Surat Visakhapatnam, India RECEX Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description:Job Title: Wealth ManagerLocation: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO]Job SummaryWe are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible...
-
Senior Wealth Manager/Private Banker
13 hours ago
Bengaluru, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Senior Wealth Manager/Private Banker
6 hours ago
Bengaluru, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Senior Wealth Manager/Private Banker
5 hours ago
Bengaluru, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Wint Wealth
5 hours ago
Bengaluru, India Wint Wealth Full timeDescription:The problem we are trying to solve at Wint Wealth:Discover a Revolution in FintechEstablished in 2020, Wint Wealth is one of Indias largest online bond platforms, trusted by over 1,00,000+ investors. With retail investments exceeding Rs. 3000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an...
-
Wint Wealth
2 days ago
Bengaluru, India Wint Wealth Full timeEstablished in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 70,000+ investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform provider (OBPP) registered with SEBI as a debt broker. We are also a...
