Average salary: Rs1,990,445 /yearly
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- Wealth Manager Start Date Starts Immediately CTC (ANNUAL) Competitive salary Competitive salary Experience...SuggestedRemote jobImmediate 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
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...Suggested- 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.Suggested
- ...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
- *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...Suggested
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...Suggested- ...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...Suggested
- ...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...SuggestedLong term contractTemporary work
- ...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
- ...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
- ...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
- ...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
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 timeRs 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- ...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...
- ...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
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....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 start- ...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...
- ...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...Full timeRemote job
- ...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...
- ...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)...
- ...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
- ...Company Description Wallet Finserv is a wealth management company headquarters in Mumbai. Role Description This is a full-time on-site role for a Wealth Manager at Wallet Finserv located in Guwahati. The Wealth Manager will be responsible for financial planning, investment...Full time
- Nuvama Wealth is hiring Wealth Managers for their Digital LOB. Job Description - The Digital Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. He should...Long term contractTemporary work
Rs 3.5 - 5 lakhs p.a.
International Sales Executive Location: Gandhinagar Contact Person - HR Nikita Rawat- WhatsApp your resume to (***) ***-**** or email to [HIDDEN TEXT]. Interview Mode- virtual interview Qualification- 0-3 yrs (Freshers are welcome) CTC: ₹3.5 - 5LPA + Incentives...Day shift- 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...
- Desired Experience : MBA / PGDM / Graduate candidates with 2+ years of relevant experience Key Skills : - Prior Experience of handling B2B Channel - Excellent Communication - Market & Product Knowledge Job Responsibilities : - Business Development - New Partner...
- ...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
