DVP / AVP / Portfolio Manager - Wealth

1 week ago

Mumbai, Maharashtra, India 4S Advisory Full time ₹ 10,00,000 - ₹ 20,00,000 per year

Key responsibilities include:

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

Financial Planning (FP) and Portfolio Services

Execution of transactions post FP and on periodical basis

Manage Private Wealth, PMS and AIF fund related queries

Ensure delivery of various MIS reports as per requirements

To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

Ensure discipline of asset allocation

Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

Continuous learning, to be better equipped than our competitors

To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Revenue Generation

Build AUA.

Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

  • AVP/DVP Risk Analytics

    1 week ago

    Mumbai, Maharashtra, India IndusInd Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionIndusInd Bank is a leading financial institution catering to the needs of consumer and corporate customers since 1994. With a strong technology platform supporting multi-channel delivery capabilities, the bank has a widespread presence with branches, banking outlets, and ATMs across the country. IndusInd Bank drives its business through...

  • r/AVP - Wealth Management

    19 hours ago

    Mumbai, Maharashtra, India Borderless Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionBorderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and...

  • Wealth Manager

    7 days ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Management

    5 days ago

    Mumbai, Maharashtra, India Talengage Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - Manager / Sr Manager/AVP / VP / Sr VPExperience - 5 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata,GurgoanEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

  • Senior Wealth Manager

    5 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    2 weeks ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...

  • DVP / VP - Debt Product Head (Wealth Management)

    2 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DVP / VP - Debt Product Head (Wealth Management)Company:One of the leading wealth management companiesDepartment:Product Management – DebtLocation:MumbaiExperience:6+ YearsReports to:[Head of Product or other leadership]Job SummaryWe are looking for an experienced and strategic-minded DVP / VP - Debt Product Head to drive the vision, strategy, and...

  • DVP / VP - Debt Product Head (Wealth Management)

    2 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    DVP / VP - Debt Product Head (Wealth Management)Company: One of the leading wealth management companiesDepartment: Product Management DebtLocation: MumbaiExperience: 6+ YearsReports to: [Head of Product or other leadership]Job SummaryWe are looking for an experienced and strategic-minded DVP / VP - Debt Product Head to drive the vision, strategy, and...

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Fintoo Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business...

  • Wealth Manager- B2B Sales

    5 days ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...