wealth manager

Key Performance Indicators (KPIs) Assets Under Management (AUM) growth New HNW/UHNW client acquisition Revenue and business growth Client retention and satisfaction Portfolio performance and risk management Cross-selling and share of wallet Client referral generation Compliance and service-quality standards

Job Responsibilities: Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products Meet required AUM, investor acquisition, and portfolio growth targets Provide personalized investment...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies...

PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private

Job Description: Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing...

Position: Wealth Manager / Senior Manager / Team Leader Location: Mumbai/Delhi/Gurugram/Goa/Hyderabad/Chennai/Bangalore/Jaipur/ Indore Experience Range: 2 to 8+ years Budget: As per industry standards Role Type: B2C (Business-to-Consumer) About the Role We are hiring Wealth Management professionals across multiple seniority levels for a B2C Wealth...

Job Description: Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies...

Hi, We are hiring for one of the financial services. Location- Mumbai (Malad) Role- Wealth Manager Key Responsibilities: Acquire & manage HNI clients. Provide advisory on Equity, MF, PMS, AIF, Bonds & Insurance Grow AUM and achieve revenue targets Conduct portfolio reviews & cross-sell financial products Ensure compliance with regulatory...

PFPDL, a 100% subsidiary of Peerless Group, carries 94 years of legacy since 1932 and operates as an IRDAI-registered Composite Corporate Agent (CA-000056). We offer career opportunities in the dynamic financial services sector, covering Life Insurance, Health Insurance, General Insurance and Mutual Funds.Current Opportunities1. Wealth Manager –...

Hi, We are hiring for financial services. Role- Wealth Manager Location- Delhi Qualification- Graduation/Post Graduation As a Wealth Manager, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment...

Job Description: Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby...

Role Description This is a full-time, on-site Wealth Manager role based in Bhubaneswar. The Wealth Manager will engage with clients to understand their financial goals, risk appetite, and life stage, and will design customized wealth management strategies across investments, insurance, and legacy planning. Day-to-day responsibilities include conducting...

1. Job Title Wealth Manager – Wealth Relationship Management – Kolkata, Guwahati, Bhubaneswar, Rourkela, Siliguri, Jharkhand, Ranchi 2. Job Short Description Join SMIFS as a Wealth Manager and build long-term relationships with High Net Worth Individuals (HNIs) by delivering personalized wealth management solutions. This role offers an opportunity to...

Senior Wealth Manager - Perennial Associates 1. About Perennial Perennial Associates is a Multi Family Office helping entrepreneurs, professionals and families manage, protect and compound their wealth. We work across Investment Management, Taxation, CFO Advisory, Insurance and Estate Planning - with the objective of being an entrusted partner to our...

Job PurposeAt Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships.This role is ideal for professionals who enjoy client...

Job PurposeAt Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships.This role is ideal for professionals who enjoy client...