Wealth Manager HNI Acquisition-PMS- AUM

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to Friday RoleOverview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

Role OverviewThe Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and...

Job Specifications Role Designation: WM Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth productsEngage with HNI/UHNI clients & understand their investment aspirationsEnsure Onboarding, handholding & educating clients on various Investment/PMS portfolioEnd to end client relationship mgmt.Monitoring clients portfolio & updating...

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 entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG.Must have experience into acquisition of Corporates and Private wealth clients.Must have own self built AUM. Must have good communication skills. Required Candidate profileMust have experience into Client acquisition, UHNI/HNI Acquisition, investment products,...

Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profileMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own...

Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

Company: SMC Private Wealth Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Company Overview: SMC Private Wealth specializes in wealth management for High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients, offering tailored financial solutions.Role Overview: As a Team Leader (playing caption...