VP/AVP/Chief Manager/Senior Manager Wealth Management
1 day ago
Company Description-
With a strong intellectual base coupled with an un-paralleled bouquet of products and services,
For 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.
We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto – "Your Trust is Our Wealth".
Headquartered in Kolkata and branches across India, we have become a household name among Treasury teams and CFOs. Our skilled and committed team of professionals ensures maximum advantage for our customers and business partners.
Website -
Email -
Job Description -
- This is an individual role. (Not a team leading one)
- Local candidates are preferred.
- Relevant experience is a must.
- Candidates with Wealth Management experience will only be considered.
We have openings in Delhi, Mumbai, Bangalore, Chennai, Pune, Ahmedabad.
Client acquisition, activation of inactive clients, client retention.
- 360 degree Financial planning of HNI, UHNI and Corporate clients
- Analyzing Risk profile of clients and pitching the right product.
- Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds.
- Successfully developing and maintaining clients' relationship
- Understanding capital market scenarios and knowledge of Wealth.
- Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
- Competitive landscape understanding (Competitor activity, new product development).
- Sales promotions to increase client base
-
Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Bank Hiring Sr Manager/ Chief Manager/ AVP- Wealth Management Interested please connect with MAHEK and drop CV at Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and...
-
Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Bank Hiring Sr Manager/ Chief Manager/ AVP- Wealth ManagementInterested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.comDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct timely and regular follow-up with the leads and...
-
Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Bank Hiring Sr Manager/ Chief Manager/ AVP- Wealth ManagementInterested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.comDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct timely and regular follow-up with the leads and...
-
Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
AVP/Senior Wealth Advisor – HNI/UHNI Segment
1 week ago
Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearPosition: 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...
-
Wealth Management Analyst
4 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
-
Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 20,00,000 - ₹ 25,00,000 per yearLeading Bank Hiring Wealth Managers (Mgr/ Sr Mgr/ Chief Mgr/ AVP)Interested please call MAHEK and drop CV at JOB SUMMARYProfile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers'financial as well as investment needs...
-
Wealth Management Analyst
4 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...
-
Wealth Manager
1 day ago
Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per yearAbout 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 Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...