Wealth Manager

2 days ago

Bengaluru Kollam Mysuru, India Apex Services Full time ₹ 10,00,000 - ₹ 12,00,000 per year

Dear Candidate,

Greetings From"APEX SERVICES"

Designation - Investment portfolio Advisor

Role- Wealth Manager

CTC- Up to- 10 lac+ incentive + Other benefit

Branch Dealing

ROLES & RESPONSIBILITIES:

Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF,

Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.

  • Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
  • Create an incremental SIP Book
  • Will be responsible for achieving New Business development targets by reactivating / activating

new clients.

  • Ensure all clients are met on a regular basis.

Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue

from the mapped book.

Kindly reply with updated CV on if you are interested for the mentioned Job Role. you can call also on

  • Wealth Manager

    2 days ago

    Bengaluru, Hyderabad, Mysuru, India PL Info Consultancy Services Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Wealth Manager – Brokerage & Investment Advisory Financial Advisor / Wealth Manager – Leading Brokerage Relationship Manager – Wealth & Investments Wealth Management Professional – Advisory Portfolio & Wealth Manager – Brokerage Industry

  • Wealth Manager

    2 weeks ago

    Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Global Wealth Manager

    4 weeks ago

    Mysuru, India SBNRI Full time

    Job Description -As the Global Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.You will be supported by Service RMs, who will help you...

  • Wealth Management Advisor

    3 days ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Circlel Head

    2 weeks ago

    Bengaluru, India Wealth Broking Full time

    Circle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS|AIF|Structure...

  • Circlel Head

    2 weeks ago

    Bengaluru, India Wealth Broking Full time

    Circle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY 9137265848 ,...

  • Circlel Head

    2 weeks ago

    Bengaluru, India Wealth Broking Full time

    Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY 9137265848 ,...

  • Circlel Head

    2 weeks ago

    Bengaluru, India Wealth Broking Full time

    Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY , PMS|AIF|Structure products...

  • Circlel Head

    2 weeks ago

    Bengaluru, India Wealth Broking Full time

    Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY , |AIF|Structure products...

  • Circlel Head

    2 weeks ago

    Bengaluru, India Wealth Broking Full time

    Circle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , ...