Wealth Manager

6 days ago

Pune, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Designation: Sr.Wealth Manager

Job Location:-Pune & Nashik

Required :- Only Male candidate

Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client

satisfaction

Key Responsibilities:

  • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
  • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
  • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
  • Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process.
  • Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions.
  • Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns.
  • Identify and pursue new business opportunities to expand the client base.
  • Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.
  • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
    •
  • Prepare and present detailed investment reports and performance updates to clients

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • CFA, CFP, or other relevant certifications are highly desirable.
  • Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field.
  • Strong knowledge of investment products, financial markets, and regulatory requirements.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to build and maintain long-term client relationships.
  • Strong analytical and problem-solving abilities.
  • Proficiency in financial planning software and Microsoft Office Suite

If you are interested send CV :-

  • Wealth Manager

    6 days ago

    Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Wealth ManagerLocation: Pune, IndiaExperience Required: yearsEducation: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)Salary: Negotiable Based on experience and interview performanceIndustry: Wealth Management / Financial ServicesPosition Type: Full-timeJob Overview:We are seeking a highly experienced and...

  • Wealth Manager

    1 week ago

    Pune, Maharashtra, India eFinserve Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...

  • Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Shikshan Nivesh Full time ₹ 7,80,000 - ₹ 14,40,000 per year

    Location:[Pune / Remote]Salary Range:₹65,000 – ₹1,20,000 per month (based on interview & experience)About Shikshan NiveshShikshan Nivesh is an education-first financial platform dedicated to simplifyinginvesting, markets, and personal financefor retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted,...

  • Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Spectra Management Consultancy Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the RoleWe are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and...

  • Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Right Advisors Private Limited Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Dear Candidates,Great OpportunityHiring for#WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 24,00,000 - ₹ 48,00,000 per year

    Job descriptionJob Opening for PUNE Location Only:We are Hiring Client Relationship Manager to work for Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...

  • Portfolio Development Manager

    2 days ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...

  • Sales Marketing Manager

    2 weeks ago

    Pune, Maharashtra, India Finovia Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

  • Senior Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India AIF & Pms Experts Full time ₹ 8,80,000 - ₹ 25,00,000 per year

    Job descriptionDesignation:- Sr.Wealth ManagerJob Location:-Pune & NashikJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships....

  • Relationship Manager – Private Wealth

    1 week ago

    Pune, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including:o Direct equitieso Portfolio Management Services (PMS)o Alternative Investment Funds...