AVP / VP - Wealth Management for NBFC

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

Dear Connections, We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships. Location: Delhi Role: AVP/VP-Family Office Desired experience: 8+ years Job Responsibilities: · Managing Family Office Relationships & UHNI in the Delhi & NCR region · Identifying & acquiring new Family Office...

Dear Connections,We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships.Location: DelhiRole: AVP/VP-Family OfficeDesired experience: 8+ yearsJob Responsibilities:· Managing Family Office Relationships & UHNI in the Delhi & NCR region· Identifying & acquiring new Family Office relationships &...

We are seeking a seasoned professional to manage family office relationships and wealth management for a leading organization.Location: DelhiRole: AVP/VP-Family OfficeRequired experience: 8+ yearsKey Responsibilities:• Manage family office relationships and ultra high net worth individuals in the Delhi and NCR region• Identify and acquire new family...

Dear Connections,We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships.Location: DelhiRole: AVP/VP-Family OfficeDesired experience: 8+ yearsJob Responsibilities:· Managing Family Office Relationships & UHNI in the Delhi & NCR region· Identifying & acquiring new Family Office relationships &...

We are hiring for Sr Business PartnerExp - 10-15yrs- For leading NBFC - Location-Delhi / Kolkata/Job Role: • The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects • Identify customer needs and provide them with right financial planning...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

We're Hiring: Private Wealth Manager – Mumbai & Delhi*Are you a dynamic wealth professional with 4 Years experience in managing HNI/Ultra HNI & NRI portfolios? Join our high-growth team and help clients build their financial legacy.* Role Overview:*As a Private Wealth Manager, you'll be responsible for acquiring and managing high-value clients, providing...

Job Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...