Wealth Manager
4 days ago
Role Overview: As a Wealth Manager/TL Retail-Sales at SMIFS Limited, you will be responsible for retail sales and maintaining product knowledge while providing excellent customer service and effective communication. Your daily tasks will include building and maintaining client relationships, understanding client needs, and promoting financial products and services. This is a full-time hybrid role based in Kolkata, with the flexibility of some work from home. Key Responsibilities: - Conduct retail sales and maintain product knowledge - Provide excellent customer service and effective communication - Build and maintain client relationships - Understand client needs and promote financial products and services Qualifications Required: - Retail sales and product knowledge skills - Excellent interpersonal skills - Strong communication skills - Customer service skills - Ability to work independently and in a hybrid work environment - Relevant experience in financial services or a related field is a plus - Bachelor's degree in Finance, Business, or a related field is preferred,
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Wealth Manager
2 weeks ago
Kolkata, West Bengal, India Navya Nexus Pvt Ltd Full time ₹ 5,00,000 - ₹ 25,00,000 per yearCompany DescriptionNavya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we...
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Wealth Manager
6 days ago
Kolkata, West Bengal, India Changeleaders Consulting Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAs a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.
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Wealth Manager
2 weeks ago
Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). Our strength lies in our Research & Advisory Services,...
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Wealth Manager
6 days ago
Kolkata, West Bengal, India Peoplemint Consultants Full time ₹ 15,00,000 - ₹ 20,00,000 per yearHello ConnectionsWe are presently hiring for Wealth Relationship Manager who has handle HNI portfolio for one of the leading bank in Kolkata location.Job details: - Must have 5+ Years relevant experience in Sales of Wealth Products with HNI. Candidate must be AMFI & SP certified.Experience: - 5+ YearsJob location: - KolkataCTC:- Open for right...
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Wealth Manager
14 hours ago
Kolkata, West Bengal, India Nirmal Bang Full timeCompany DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...
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Senior Wealth Manager
14 hours ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionAnand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a leading full-service investment bank, established in 1994, providing a wide array of financial solutions to individuals, institutions, and high-net-worth clients. With a strong presence in over 350 locations across India and international operations in Dubai, Hong Kong, and New York,...
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Wealth Advisor
6 days ago
Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWe are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.
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Wealth Manager
6 days ago
Kolkata, West Bengal, India Sharekhan Full time ₹ 10,00,000 - ₹ 12,00,000 per yearLooking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...
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Wealth Relationship Manager
2 days ago
Kolkata, West Bengal, India Yatish Financial Services Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearDesired Candidate Profile1-2 years of experience in wealth management or related field.Strong knowledge of financial markets, stock markets, mutual funds sales, NISM certification preferred.Excellent communication skills with ability to build rapport with high net worth individuals.NO INSURANCE Sales , Only Mutual Funds and Related Products
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Cluster Head – Private Wealth
6 days ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 20,00,000 - ₹ 40,00,000 per yearPosition: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...