Senior Wealth Manager
5 days ago
Location: Mumbai, Pune
Relevant work of experience 7+ into Wealth management and who can join within 30 days
About the Role
We are seeking a highly motivated and experienced Wealth Management professional to join our team as Sr. Manager / Chief Manager / AVP. The role involves managing client relationships, providing financial advisory services, growing AUM, and delivering long-term value to investors through personalized solutions and strategic guidance.
Key Responsibilities
- Develop and provide tailored financial solutions to clients based on their requirements and goals.
- Conduct timely follow-ups with leads and engage them through broadcasts, research papers, and market updates.
- Expand the client base by acquiring new clients, leveraging referrals, and building sustainable AUM.
- Initiate and conduct periodic portfolio reviews for existing investors to ensure alignment with financial goals.
- Upsell and cross-sell financial products across multiple wealth instruments while keeping clients updated on market trends.
- Share regular updates with investors on schemes, research insights, and new opportunities.
- Collaborate with the regional marketing and product teams to plan and execute client engagement and marketing activities.
Must-Have Skills
- Strong socializing, networking, and relationship-building skills.
- Excellent communication and listening skills with the ability to simplify complex financial concepts.
- Confidence, professional presence, and strong presentation abilities with clients.
- Analytical mindset with logical and numerical ability to assess client financial goals.
- Resilience, emotional stability, and ability to perform under target-driven environments.
- Ability to identify and capitalize on profit opportunities while adhering to compliance guidelines.
- Strong ethical standards and adherence to regulatory requirements.
Desired Candidate Profile
- 7–12 years of experience in Wealth Management, Financial Planning, or Investment Advisory.
- Proven track record in AUM generation (minimum ₹30 Cr).
- Exposure to diverse wealth instruments including Insurance, FD, Mutual Funds, PMS, AIF, etc.
- Relevant industry certifications (e.g., CFP, NISM, CFA) will be an added advantage.
Why Join Us?
- Opportunity to work with a leading wealth management team across multiple locations.
- High-growth role with strong career progression opportunities.
- Exposure to premium clients and comprehensive wealth solutions.
Job Types: Full-time, Permanent
Pay: ₹1,500, ₹2,500,000.00 per year
Application Question(s):
- What is your total work experience?
- What is your relevant work experience into wealth management?
- What is your current CTC?
- What is your expected CTC?
- What is your notice period?
Experience:
- Wealth management: 7 years (Required)
Work Location: In person
-
Wealth Manager
3 days ago
Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...
-
Pune, Maharashtra, India mitraz financial services pvt limited (scripbox) Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description Senior Relationship Manager Wealth Management Position: Relationship Manager (Wealth Management)Experience: 68 yearsLocation: PuneEmployment Type: Full-timeAbout the Role We are seeking a dynamic and client-focused Senior Relationship Manager with 68 years of experience in financial services, wealth management, or private banking. The Sr...
-
Senior Wealth Manager/ Consultant
5 days ago
Pune, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole Overview:We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Wealth ManagerLocation: Pune, IndiaExperience Required: yearsEducation: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)Salary: Negotiable Based on experience and interview performanceIndustry: Wealth Management / Financial ServicesPosition Type: Full-timeJob Overview:We are seeking a highly experienced and...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India eFinserve Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDesignation: Sr.Wealth ManagerJob Location:-Pune & NashikRequired :- Only Male candidateJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client...
-
Wealth Manager
2 days ago
Pune, Maharashtra, India The Placement Academy Full time ₹ 12,00,000 - ₹ 18,00,000 per yearName of Position : Wealth ManagerNo of Positions Vacant : 14 positions/finance departmentCompany Name : The Placement AcademyCompany Profile/ URL : Qualification : Need to be a finance or graduate/mba onlyRelevant Industry : Banking Industry / Finance IndustryJob Description / Responsibilities :The Wealth Manager will be responsible for acquiring new clients...
-
Wealth Management Associate
3 days ago
Pune, Maharashtra, India Mudaksh Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per yearResponsibilities:Manage client portfolios, provide exceptional service.Collaborate with sales team on new business opportunities.Maintain compliance standards at all times.Service to the existing clientsCold calling to acquire new clientsPerformance bonus
-
Relationship Manager
1 day ago
Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFounded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...
-
Portfolio Development Manager
7 days ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...