Get new jobs by email
- ...strategic insights and recommendations to senior management for scaling the business. 2.... ...Minimum 8 years of experience in B2B sales, in wealth management industry. • Proven track... ...approach. • Ability to manage multiple priorities and thrive in a fast-paced environment....SuggestedFull time
Rs 2 - 2.4 lakhs p.a.
Wealth Manager/Relationship Manager Chennai (Hybrid) Start Date... ...Work closely with founders on capital strategy and fundraising priorities. 9. Provide insights into investor behaviour, preferences, and...SuggestedHybrid workImmediate startRemote jobRs 5 - 10.5 lakhs p.a.
...Billion INR for In-Vivo Business in India ~Contacts Country Management, BA Management, BL Management, Sales Management, Service Management... ..., Performance Controlling, Auditors, O2O Team, O2C Team ~Priorities : To execute effective mechanism for review and and analysis of...SuggestedSiemens
Gurgaon7 days ago- ...Business Function PSL or Priority Sector Lending is a vertical that takes care of the lending that are mandated by RBI to all the banks... ..., LAP & affordable housing. Responsibilities Portfolio management role includes following activities for DAand Co-lending...SuggestedFull timeWork at officeLocal area
DBS Bank
Mumbai1 day ago - 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...SuggestedLong term contractFull timeContract workTemporary workPart time
- ...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 overall financial portfolio and...SuggestedFull time
- ...Purpose The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line... ...outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability...Suggested
Talent HR Networks Private Limited
Ahmedabad18 days ago - ...in achieving their financial goals efficiently and confidently. Role Description This is a full-time remote role for a Wealth Manager or Senior Wealth Manager. The selected candidate will be responsible for providing financial planning and investment management...SuggestedFull timeRemote job
Dhan Saarthi
Kolkattaa month ago - ...exceptional service. We foster a culture of collaboration, integrity, and continuous improvement. About the Role The International Sales Manager will be responsible for driving sales growth in international markets. This role requires a strategic thinker with a passion for...Suggested
Policybazaar.com
Gandhinagar1 day ago - ...Job Summary: Responsible for driving sales, expanding distribution channels, and managing partnerships to enhance the reach of wealth management products. The role focuses on developing and executing distribution strategies to acquire high-net-worth clients (HNWIs)...Suggested
aviva india
Mumbai2 days ago - ...Company Name: Motilal Oswal Financial Services Limited Location- Kolkata Profile - Relationship Manager / Wealth Manager Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building...Suggested
Motilal Oswal Financial Services Ltd
Kolkatta9 days ago - ...Job Description : Role: Wealth Manager Functional Responsibilities: # . Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. # . Understand client requirements and provide strategic advice across a wide spectrum of financial...Suggested
Talent HR Networks Private Limited
Gurgaon18 days ago - ...Key Responsibilities: 1. Strategic Portfolio Management AUM Growth: Manage and scale a dedicated book of approximately 150 HNI clients... ...and a strategic roadmap to scale to 300–350 Crores . Holistic Wealth Management: Formulate comprehensive investment strategies...Suggested
INDmoney
Gurgaon2 days ago - ...Urgent Hiring || Wealth Manager || Lucknow Profile- Wealth manager Experience- 2+ years Ctc- 8.5 lpa Working Days :- 5 Days (9:30 AM- 6:30 PM) Location-Lucknow Key Responsibilities Develop and manage client relationships Provide expert financial advice...SuggestedImmediate start
OrbiTouch HR (orbiTouch outsourcing pvt ltd)
Lucknow2 days ago Rs 4 - 9 lakhs p.a.
...by providing them research-based advice in MF, Insurance, PMS Manage clients through client visits, suggest financial products to the... ...Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education ~ UG: Any Graduate...SuggestedPermanent employmentFull timeAcme Services
Gurgaon9 days ago- Wealth Manager Start Date Starts Immediately CTC (ANNUAL) Competitive salary Competitive salary Experience...Remote jobImmediate start
Rs 3 - 6 lakhs p.a.
...Client Acquisition & Relationship Management Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate... ...methods. Sales & Business Development Drive sales of wealth management products including mutual funds, insurance, portfolio...Aditya Birla Insulators
Delhi21 days ago- Experience in NPS Annuity Sales to Govt. and Corporate sector employees accross Maharashtra. Good knowledge in NPS and the annuity market. Having additional experience on sales of other financial products will be an added advantage.
Shriram Life Insurance
Mumbaia month ago - ...Wealth Manager: Role - Wealth Manager Reporting to - Business Head Exp Range : 5+ years 1. Relationship Management & Advisory Act as the primary point of contact for a curated set of HNI/UHNI clients, managing their overall wealth journey with CFSPL. Conduct...Long term contractTemporary work
Capitalmind
Bangalore9 days ago - ...Job Description: Wealth Relationship Manager Location: Delhi, Mumbai, Pune,Bangalore, Hyderabad. Experience Required: 5+ Years Client : Established Financial Institution setting up their wealth management business. About the Role We are looking for a highly...
People Konnect
Delhi9 days ago Rs 4 - 10 lakhs p.a.
...Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities...Career Solution New Delhi
Hisara month ago- *Sr RM – Investment Products* Company Name :*MOFSL* *Department* : Investment Products *Function* : Sales / Wealth Management *Location* : *AHMEDABAD ,SURAT, GURUGRAM, NOIDA, NEW DELHI* *Salary (CTC)* 10 – 15 LPA (Best in industry + performance-based incentives) *Job...
KG Engineering And Consultancy
Surat8 days ago - ...Kunvarji Group is a leading conglomerate with a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant... ...selves. Role Description This is a full-time Wealth Manager role located on-site in Mumbai. The Wealth Manager will be responsible...Full time
kunvarji group
Mumbai1 day ago Rs 5 - 10 lakhs p.a.
...This role is for a Wealth Manager responsible for growing revenue across a diverse range of financial products. The ideal candidate will focus on asset gathering , client acquisition, and managing a mapped client book to increase both Assets Under Management (AUM) and overall...Avani Consulting
Delhia month agoRs 5 - 9.5 lakhs p.a.
...worth retail clients. Provide investment advisory and guidance on suitable financial products. Ensure adherence to compliance norms and maintain accurate MIS reports. Track client portfolios and manage relationships to maximize client satisfaction and retention....Honeybeez Consultancy
Punea month ago- ...Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager) Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi ~ Experience: 2 – 5 Years About the Role We are seeking highly motivated and dynamic professionals...
TIGI HR
Delhia month ago - ...About Clay Financial Services Clay Financial Services is a boutique, independent wealth management firm focused on delivering personalised wealth management solutions to HNIs, UHNIs, and family offices. Built on the core principles of Clarity, Longevity, Alignment, and Yearning...Long term contractFull timeWork at office
Clay Financial Services
Ahmedabad9 days ago - ...Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of...
Nuvama Wealth
Mumbai2 days ago Rs 50 per hour
...Job Role : Wealth Manager Experience : 2 to 5 years Location : Delhi, Hyderabad, Bangalore, Chennai Key Responsibilities & Accountabilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs,...Immediate startIntegrated Personnel Services Limited
Delhi1 day ago- ...solutions, designed to streamline workflows and enhance operational efficiency. Role Description This is a contract role for a wealth manager, based on-site in Mumbai. The wealth manager will be responsible for developing comprehensive financial plans for clients and...Contract work
Aimsure Global Solution
Mumbaia month ago
