Wealth Manager

One of the Largest Capital Market Broker is hiring for Wealth Managers and Senior Wealth ManagersJob Location : KolkataJob Description :✓ To acquire Affluent & Super Affluent clients✓ To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients✓ To advise Affluent & Super Affluent clients on their...

Key ResponsibilitiesAcquire, manage, and grow a portfolio of HNI/UHNI clientsProvide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)Leverage your existing client relationships and network to onboard new...

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

Roles & Responsibilities:Generating Leads and conversion of leads into business.Acquiring and managing HNI/SME, Affluent clients and individuals.Maintaining in depth knowledge of company products and services.Building and maintaining strong relationships with potential and existing clients.Meeting sales/revenue targets.Managing Client portfolios & understand...

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise...

Job DescriptionCompany DescriptionAt Truvestor Wealth, we are dedicated to achieving your financial goals, whether it involves deploying excess funds, managing cash flows, or providing insurance solutions. We are committed to offering accurate advice and suitable financial solutions that you can trust.Role DescriptionThis is a full-time on-site role for a...

Job Responsibilities / Key Deliverables:Customer Acquisition Minimum of 1 crore and above investable surplus.Financial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo develop short term and long term...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Branch Manager - Corporate Wealth Capital Insurance Broking Limited (BCIBL)Position: Branch Manager & Relationship Manager Corporate WealthPAN East Region Kolkata, Ranchi, Jamsedhpur, Bhubaneswar- West Region Mumbai, Pune, Surat, Ahmedabad- North Delhi, Noida, Gurgaon, Jaipur- South Region Hyderabad, Bangalore, ChennaiEmployment Type: Full-time, On-siteKey...

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...