Wealth Manager - Varanasi - confidential

    confidential
    confidential Varanasi

    6 days ago

    Full time ₹800,000 - ₹3,000,000 (INR) per year *
    Description

    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 and ensuring exceptional client satisfaction.

    Key Responsibilities:

    Direct Responsibilities:

    • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time.
    • Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
    • Create an incremental SIP Book.
    • Responsible for achieving New Business development targets by reactivating and activating new clients.
    • Ensure all clients are met on a regular basis.
    • Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book.

    Contributing Responsibilities:

    • Acquire new clients and activate them with asset collection.
    • Ensure 2-3 client meetings are conducted per day within your assigned territory.
    * This salary range is an estimation made by beBee
  • Work in company

    Area Manager-Investment Products

    Only for registered members

    Drive a team of wealth managers to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP Unlisted Shares Bonds Direct Equity and Equity Advisory Products. · ...

    Varanasi

    1 month ago

  • Work in company

    Area Manager- Investment Products

    Only for registered members

    +Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP and Equity Advisory Products. · ...

    Varanasi

    1 month ago

  • Work in company

    Area Manager-Investment Products

    Only for registered members

    1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products · 2) Through team and self contribution meet the required AUM, investor ...

    Varanasi

    1 day ago

  • Work in company

    Senior RM/RM Investment Products

    Only for registered members

    Cater to investment needs of mass affluent clients by recommending products like MF and PMS. · ...

    Varanasi

    1 month ago

  • Work in company

    Sr. Relationship Manager

    Only for registered members

    The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Candidates should possess strong communication, negotiation, and relationship-building skills along with strong analytical thinking and fi ...

    Varanasi

    1 week ago

  • Work in company

    AM Sales and Distribution

    Only for registered members

    This role involves managing key distributors across banks and building new distribution channels. The ideal candidate will have strong sales skills, commercial acumen, and the ability to promote & sell mutual fund products. · Manage key focus distributors across Banks including W ...

    Varanasi, Uttar Pradesh

    1 week ago

  • Work in company

    Relationship Manager

    Only for registered members

    Provide customized solutions to the clients by evaluating their risk assessment and financial needs, · Primary role is to sell broking products i.e. Equities, Commodities Currencies, · Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debt ...

    Varanasi

    3 days ago

  • Work in company

    AM Sales and Distribution

    Only for registered members

    Join HSBC and experience the possibilities in a career that unlocks new opportunities. · Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further.Global Asset ...

    Varanasi

    1 week ago

  • Work in company

    IDFC - BM - Varanasi - Tanishka - Feb

    Only for registered members

    Royal Relationship Manager at small Finance Bank south mumbai · ...

    Varanasi, Uttar Pradesh

    3 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    This is a full-time on-site role for a Relationship Manager based in Varanasi.The Relationship Manager will be responsible for building strong client relationships, managing and growing clients' portfolios, · Identifying client needs, · Providing financial product recommendations ...

    Varanasi

    1 month ago

  • Work in company

    Senior key Relationship Manager

    Only for registered members

    +The Senior Key Relationship Manager will play a crucial role in managing and building strategic relationships with clients to meet sales and engagement objectives. · ...

    Mirzapur

    1 month ago

  • Work in company

    Senior key Relationship Manager

    Only for registered members

    The Senior Key Relationship Manager will play a crucial role in managing and building strategic relationships with clients to meet sales and engagement objectives. · Strong client relationship management, customer engagement, and client retention skills. · Experience in business ...

    Mirzapur, Uttar Pradesh

    1 month ago

Jobs
>
Wealth manager
>
Jobs for Wealth manager in Varanasi