Wealth Manager

**Role Overview:**This wealth management role involves fostering relationships with high-net-worth individuals to understand their financial goals and objectives.**Key Responsibilities:Develop tailored wealth management strategies for clients based on their needs and risk tolerance.Regularly review and discuss portfolio performance with clients to ensure...

THIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients,...

Role & responsibilitiesJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: LucknowAdditional ParametersMinimum 3 years of experience in wealth management or relationship management in the banking or financial services industryStrong...

Job SummaryWealth Management ExpertiseA Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. This role is ideal for a highly motivated individual with excellent communication skills and a passion for...

About the RoleOur Team is Seeking a Motivated and Ambitious ProfessionalWe are looking for a highly skilled and experienced Wealth Consultant who can help us build a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to...

Job Opportunity:We are seeking an experienced professional to fill a key role in our organization.About the Role:The successful candidate will be responsible for developing and providing solutions to clients based on their requirements. This involves regular follow-up with leads, increasing the client base, and upselling/cross-selling products.Key...

About the RoleWe are looking for a Relationship Manager with experience in the Wealth Management space who can effectively acquire, manage, and grow High Net Worth (HNI) and Ultra HNI client relationships. The role involves advisory, portfolio management, and business development to achieve revenue and AUM targets while ensuring superior client service.Key...

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Location – Jaipur, Chandigarh, Meerut, Kota, Udaipur, Allahabad, Lucknow, Ludhiana.(Local people from same City preferred)KRA's:Achieve revenue growth & profitability to upscale the team To drive the sales targets for the team and build teams as per company's annual target and over all objectives. To focus on Revenue & Profitability with achievement of...

Job Title: Senior Investment ManagerWe are seeking an experienced and skilled investment professional to lead our team. In this role, you will provide personalized wealth management services to clients and manage their investment portfolios to help them achieve their financial goals.The ideal candidate will have a strong background in the stock broking...