Wealth Manager

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

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...

Reports to: AVP, Business HeadCTC Range: ₹4 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 analytical and multitasking capabilitiesSelected Intern's...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....

Client Relations – Pre-IPO & Wealth ManagementLocation:MumbaiEmployment Type:Full-time, PermanentAbout the RoleWe are seeking a dynamic and client-focused professional to join ourClient Relationsteam, specializing inPre-IPO investmentsandWealth Management. This role involves managing and advising High Net-Worth Individuals (HNIs) and Ultra-HNIs on...

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...

Description:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential clients, pitch investmentopportunities, and grow the...

Company DescriptionJM Financial Ltd. is an integrated and diversified financial services group offering a broad range of services. Our primary businesses include Integrated Investment Banking, Mortgage Lending, Asset Management, Wealth Management, and Securities Business. We cater to a variety of clients, including institutional, corporate, government,...

Job descriptionJob Title: – Wealth Manager - AIF Category II (Sales)Location: Charni RoadDepartment: InvestmentsAbout the RoleWe are seeking an experiencedWealth Managerwith proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network...