wealth manager

Role ObjectiveManage and grow existing client relationships, acquire new qualified families and achieve company targets through suitable product distribution, ethical selling and excellent service. Coordinate with the service team to provide a smooth client experience from onboarding through ongoing reviews. Key Responsibilities1. Existing Client Management...

Company Description: MFins Pvt Ltd is an AMFI-registered mutual fund distributor that has been supporting investors since 2014. The firm focuses on making investing simple, transparent, and aligned with individual financial goals. MFins offers personalized guidance for retirement planning, health insurance, and mutual fund investments. The company serves...

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...

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

Experience- 7 to 13 year(More then 6year exprience required) Job location mumbaiAnnual offered salary₹ 7 Lacs to 17Lac Job description Relationship Manager Responsibilities:- •  To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. •  Achieving the...

Job Title: Investment Portfolio Advisor / Wealth Manager Experience: 2+ years in selling financial products/services Education: Graduate in any stream Key Responsibilities: • Acquire and manage clients while increasing AUM and wallet share. • Generate assets through Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance and other investment products. •...

About the Company Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem. • Department: Wealth Management /...

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 ARE HIRING: Wealth Manager 📍 Location: Ahmedabad, Surat, Rajkot, Vadodara | 🏢 Motilal Oswal Financial Services Are you passionate about financial markets and helping clients build long-term wealth? Motilal Oswal is looking for driven wealth management professionals to join our team! Key Responsibilities: • Client Acquisition: Identify and...

Company: We Grow Wealth Pvt Ltd Location: Sector 62, Noida (Delhi-NCR based candidates only) Experience: 4–8 Years About the Role We Grow Wealth Private Limited is looking for experienced Sales professionals from Wealth Management, Private Banking, Broking, or Asset Management to join our growing team. Key Responsibilities - Acquire and manage HNI/UHNI...

JD – Senior Wealth Manager About Us - PeakAlpha is an award winning, SEBI-registered Financial Advisor, Wealth Manager and Mutual Fund Distributor, driven by one credo: to respect and manage others’ money as we would our own. Twenty-one years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships...

We are seeking a dynamic and results-driven Sales Manager specializing in Wealth Management to join our team in Karnataka or Tamil Nadu. The ideal candidate will have a strong background in mutual funds sales and a proven track record in wealth management. As a Sales Manager, you will be responsible for developing and executing sales strategies to drive...

B2B Sales Executive – Wealth ManagementExperience:1–2 YearsEducation: GraduateDepartment: Wealth Management – B2B SalesLocation: Mumbai About the RoleWe are looking for a B2B Sales Executive to drive business through our network of brokers, distributors, financial advisors, and other channel partners. The role involves developing partner...

Company Description NJ Macson is led by seasoned bankers with extensive experience in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth Management. Acting as a trusted advisory board, the firm provides innovative, unbiased financial solutions to support clients in achieving their financial goals. Based in Chennai, NJ Macson offers...