Average salary: Rs1,688,147 /yearly
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- ...Motivated | Extrovert| Confident 4. Inclination towards Finance 1. Manage Client Portfolios 2. Create Leads Pipeline 3. Arrange... ...handling of client relationships related to financial planning and wealth management. The capacity utilization of an WM will be as follows...SuggestedFull time
- Wealth Manager Start Date Starts Immediately CTC (ANNUAL) Competitive salary Competitive salary Experience...SuggestedImmediate start
- 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
- ...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
- ...About the Role We are seeking an experienced Fund Manager with a minimum of 3 years of investment experience to support and drive the full investment lifecycle across private equity and venture capital strategies. The role involves deal sourcing, evaluation, execution,...SuggestedOngoing contractLong term contractFull time
- ...Job Summary We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives. The ideal candidate will have extensive knowledge of alternative investments, strong leadership skills, and the ability to develop and manage client relationships...Suggested
- ...Role: The Wealth Manager is responsible for acquiring and managing high-net-worth clients by providing tailored investment and financial solutions across mutual funds, insurance, PMS, and advisory services. The role focuses on delivering end-to-end financial planning, nurturing...SuggestedLong term contractFull time
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...SuggestedRs 31 per hour
...Sharekhan offers a full-service model that includes expert research, experienced relationship managers, a robust branch network, and educational resources, dedicated to empowering wealth creation. The company provides a wide array of financial solutions, such as Mutual Funds,...SuggestedFull time- ...mature markets like the US easily. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our... ...offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter? Borderless makes it easy....Suggested
Rs 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....Suggested- ...tailored financial solutions to meet the unique goals, needs, and risk tolerance of each client. The firm specializes in personalized wealth management strategies, focusing on long-term client relationships and solution-driven approaches rather than generic products. BellWether's...SuggestedLong term contractFull 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...Suggested
- ...Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing...Suggested
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...Suggested- ...Company Name: Motilal Oswal financial services limited Profile: Wealth Manager Location: Bangalore Roles & Responsibilities: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong...
- ...About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company... ...and take up responsibilities. We are looking for a dynamic Wealth Manager AIF & PMS to lead multi-product distribution, drive...Work at office
- ...Job Purpose The Wealth Manager is responsible for acquiring, managing, and growing client relationships by providing holistic wealth management solutions. The role involves understanding client financial goals, offering suitable investment strategies, and delivering...
- ...Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activities...Immediate start
- ...recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.). • Cross-sell banking and wealth management products to maximize wallet share. • Manage existing client relationships to ensure high levels of satisfaction, retention,...Long term contract
- Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering... ...products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial...
Rs 300 - Rs 350 per week
...Key Responsibilities: 1. Strategic Portfolio Management AUM Growth: Manage and scale a dedicated book of approximately 150 HNI clients... ...a strategic roadmap to scale to ₹300–350 Crores . Holistic Wealth Management: Formulate comprehensive investment strategies covering...- ...Role: This is a full-time, on-site Wealth Manager role located in Delhi, India. The Wealth Manager will be responsible for offering tailored financial planning advice, managing investment portfolios, and providing guidance on wealth structuring and insurance solutions...Full time
- ...Job Description – Wealth Manager (For PG Finance Students) Fincart – Where Wealth Meets Purpose Locations: Mumbai Joining Date: 07th January 2026 Role Overview Position: Wealth Manager Model: Internship + PPO (Full-time) Profile: Financial Advisory Sales...Full timeInternship
- ...Job Title: Wealth Manager Location: Andheri & Thane, Mumbai Mode: On-site Candidate must be NISM Equity & Derivatives certified. Role and Responsibilities: # Responsible for sourcing new clients and developing strong relationships with existing clients to service...
- ...Products. Primary & Secondary Placement of Bonds (NCD) End to end management of debt proposals - from sourcing to placement at best terms for... ...from the operations team. 1–5 years of relevant experience in Wealth Management, Investment Advisory, or Private Banking. Strong...
- ...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...
Rs 50 per hour
Key Responsibilities- Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above.- Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs,...Long term contractRs 50 per hour
Key Responsibilities- Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above.- Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs,...Long term contract- ...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)...
