Wealth RMs
22 hours ago
Job Description:
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)
Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.Proactively identify new business opportunities through referrals, networking, and cross-selling.Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.Ensure compliance with regulatory and internal risk management policies.Prepare and present periodic performance reports to clients.Achieve sales and revenue targets as set by the business.-
Aspire RM, RMPA, Signature RM, Insignia RM
7 days ago
Bengaluru, Karnataka, India S PRO HR CONSULTANCY SERVICES Full time ₹ 15,00,000 - ₹ 25,00,000 per yearI hope this message finds you well. I am excited to share that a leading Bank is currently hiring for several key positions.Key Responsibilities:Acquire and manage high-value individual (Resident NRI) and business clients.Increase liability book and investment AUM through deepening existing relationships and new client acquisition.Drive revenue by...
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Head of Wealth Management
3 days ago
Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...
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Health Insurance Specialist
5 days ago
Bengaluru, Karnataka, India Wealthy Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionWealthy's award-winning app provides Mutual Fund Distributors (MFDs) with cutting-edge technology, dedicated support, and in-depth product research. Trusted by over 6,000 MFDs, Wealthy helps distributors expand their Assets Under Management (AUM) and grow their clients' wealth more efficiently. The company is focused on fostering success...
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Senior Sales Specialist
1 day ago
Bengaluru, Karnataka, India Liquide Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWe are a well-funded ex-McKinsey/IIT/IIM/BITS wealth-tech startup which aspires to change the way young India Invests. We are a fast-growing team focused on providing cutting-edge investment solutions to bring premium wealth advisory and social investing to young investors.About Liquide BlackLiquide Black is the premium wealth and tax advisory arm of...
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Sales Leader
2 weeks ago
Bengaluru, Karnataka, India Affluense Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAffluense is an AI-powered intelligence platform that helps wealth management firms identify, research, and connect with High Net Worth Individuals (HNIs) and Ultra-HNIs. We enable smarter prospecting through real-time opportunity signals, 360° profiling, and network intelligence — helping wealth managers drive faster client acquisition.Role:We are...
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Relationship Manager_ Bangalore
1 day ago
Bengaluru, Karnataka, India mitraz financial services pvt limited (scripbox) Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description : Relationship Manager Location: BangaloreReports to: Wealth ManagerExperience: 13 years in financial services, investment advisory, or client-facing rolesQualification: MBA (or) M Com (or) any Post Graduate in FinanceAbout Scripbox Wealth Managers At Scripbox, we are a new-age, client-first wealth management firm committed to growing with...
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Senior Sales Specialist
3 weeks ago
Bengaluru, Karnataka, India, Karnataka Liquide Full timeWe are a well-funded ex-McKinsey/IIT/IIM/BITS wealth-tech startup which aspires to change the way young India Invests. We are a fast-growing team focused on providing cutting-edge investment solutions to bring premium wealth advisory and social investing to young investors.About Liquide BlackLiquide Black is the premium wealth and tax advisory arm of...
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Sales Manager
2 weeks ago
Bengaluru, Karnataka, India HSBC Full time ₹ 6,00,000 - ₹ 18,00,000 per yearSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.International Wealth and...
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Operation Analyst RMS
1 week ago
Bengaluru, Karnataka, India PhonePe Full time ₹ 2,00,000 - ₹ 6,00,000 per yearAbout PhonePe Limited:Headquartered in India, its flagship product, the PhonePe digital payments app, was launched in Aug 2016. As of April 2025, PhonePe has over 60 Crore (600 Million) registered users and a digital payments acceptance network spread across over 4 Crore (40+ million) merchants. PhonePe also processes over 33 Crore (330+ Million)...
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Area Business Manager
1 day ago
Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 10,00,000 - ₹ 30,00,000 per yearArea Business Manager - SBE-Small Business Enterprise-Sales Area Business Manager – Small Business Job RoleTo drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client's business & provide...