wealth manager

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

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...

We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relationships to help clients meet their financial goals. Key Responsibilities: Manage...

Job description The wealth advisor will have to undertake the following responsibilities: Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business assets. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients...

🚀 WE'RE HIRING! | Equity Advisor / Dealer 📍 Location: Bengaluru 🏢 Company: Motilal Oswal Financial Services Are you passionate about financial markets and helping clients build long-term wealth? Motilal Oswal is looking for an experienced Equity Advisor / Dealer to join our Bengaluru team! What You'll Do: 📈 Drive AUM Growth: Acquire new...

The Head – Private Client Group will be responsible for leading and scaling the PCG business, driving AUM growth, revenue generation, client acquisition and retention across the HNI/UHNI segment. The role will own the overall business strategy, client proposition, team performance, and profitability while ensuring superior wealth management and investment...

Job Description Delivery Director – Wealth Management \n Location: Bangalore\n Experience: 12–15 Years\n\n About the Role \nWe are looking for an experienced Delivery Director with deep expertise in the Wealth Management industry. The ideal candidate will combine strong technology delivery leadership with domain expertise, acting as a trusted advisor to...

Job Description Delivery Director – Wealth Management \n Location: Bangalore\n Experience: 12–15 Years\n\n About the Role \nWe are looking for an experienced Delivery Director with deep expertise in the Wealth Management industry. The ideal candidate will combine strong technology delivery leadership with domain expertise, acting as a trusted advisor to...

Position: Team Lead – Trade Operations Practice: Wealth Management Job Title: Team Lead Reporting To: Manager – Trade Operations Experience: 5-8 years About the role: The Team Lead - Trade Operations oversees daily post-trade activities across multiple asset classes and custodial relationships for Opteamix’s wealth management client. This role...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Role Summary We are seeking a dynamic and result-oriented Channel Sales professional to drive business growth through Wealth Counters, Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), National Distributors (NDs), and other wealth distribution partners across Mumbai and surrounding markets. The incumbent will be responsible for...

WE'RE HIRING: Relationship Manager – Wealth Management Location: Bengaluru | Employment: Full-Time Company: Motilal Oswal Financial Services Are you an experienced wealth professional with a strong track record in managing HNI & UHNI client portfolios? Scale your career with an industry pioneer. What You'll Do: - Client Portfolio Management: Onboard,...

Sales Executive – Unlisted & Pre-IPO Investments Location: Mumbai Experience: 2–3 years Company: Stockify Fintech Pvt. Ltd. Department: Sales & Client Acquisition Salary: 4 LPA + Upto 6 months salary bonus Positions: 3 About Stockify Stockify is a fast-growing fintech marketplace for pre-IPO and unlisted shares, helping India's wealth management...

🚨 Hiring | Senior Leadership – Wealth Management | East India We are hiring for a senior leadership position with a leading Wealth Management firm, based out of Kolkata. 🔹 Role: Zonal / Regional Leadership – East 🔹 Location: Kolkata 🔹 Mandate: P&L | Business Growth | Team Building | UHNI/HNI Wealth 🔹 Ideal Profile: Senior Wealth...