Wealth Manager

Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

JOB OVERVIEWROLEWealth ManagerDEPARTMENTSalesLOCATIONHyderabad, TelanganaWho we are?GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth...

Responsibilities:* Manage HNI client relationships* Oversee portfolio performance* Collaborate with investment teams* Develop wealth strategies* Sell mutual funds and investment products

Company DescriptionPurnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth...

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfoliosSales incentives

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...

Job Title:Wealth Advisor / Financial ConsultantLocation:Chennai, Tamil NaduEmployment Type:Full-time | On-siteExperience:1–2 years (Minimum 6 months BFSI experience preferred)Qualification:Any Graduate (Finance background preferred) MBA MarketingSalary Range:₹2.5 LPA – ₹4 LPA + Attractive IncentivesAbout the RoleWe're looking for dynamic and...

Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

Company DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...