Private Wealth Manager

Company DescriptionJM Financial is an integrated and diversified financial services group. The Group's primary businesses include investment banking, private equity funds, private wealth management, mortgage lending, asset reconstruction, and asset management. JM Financial specializes in providing tailored financial solutions to institutional, corporate,...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Private Wealth Manager, located in Mumbai. The Private Wealth Manager will be responsible for developing personalized financial plans for clients, providing investment advice, and ensuring effective estate planning. Additionally, the role involves...

Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...

Join Neo – Redefining Wealth ManagementAre you a banker who wants tobuild, not just maintain?At Neo, we're reshaping wealth management for India's next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You'll Do?Build & manage a portfolio of HNI clientsDeliver unbiased, performance-driven wealth...

About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - Manager / Sr Manager/AVP / VP / Sr VPExperience - 5 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata,GurgoanEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr*Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients*Need to ensure growth of AUM or book size. Required Candidate profile*Graduation / Post Graduation in any discipline*8+ years sales exp. Wealth Mgmt....

Key Responsibilities:Business Establishment:Lead the establishment of the wealth management division from the ground up.Develop and implement strategies to launch and grow the wealth management business.Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:Build and lead a team of Team Leads and...

Profile : Wealth ManagerLocation : MumbaiJob Summary :As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a...

Role OverviewIn Private Wealth, you will play a pivotal role in leading and expanding our wealth managementbusiness. The role involves driving client acquisition at the highest levels, scaling the franchise, andmentoring leaders within the team. We are looking for a seasoned professional who can balancestrategic vision with execution while nurturing strong...

Company DescriptionAditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the esteemed Aditya Birla Group, a globally recognized Indian conglomerate, and Sun Life Financial Inc., a leading international financial services organization based in Canada. Leveraging the Aditya Birla Group's local expertise and...