Wealth Manager

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview: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...

Profile : Wealth ManagerLocation : MumbaiJob Summary :As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a...

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr*Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients*Need to ensure growth of AUM or book size. Required Candidate profile*Graduation / Post Graduation in any discipline*8+ years sales exp. Wealth Mgmt....

We are hiring CPF Relationship manager.This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to...

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...

**Client Relations - Pre IPO and Wealth ManagementDescription:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential...

Looking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...

Description:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential clients, pitch investmentopportunities, and grow the...

Company DescriptionJM Financial Ltd. is an integrated and diversified financial services group offering a broad range of services. Our primary businesses include Integrated Investment Banking, Mortgage Lending, Asset Management, Wealth Management, and Securities Business. We cater to a variety of clients, including institutional, corporate, government,...

Job descriptionJob Title: – Wealth Manager - AIF Category II (Sales)Location: Charni RoadDepartment: InvestmentsAbout the RoleWe are seeking an experiencedWealth Managerwith proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network...