Regional Head – Wealth Management - Kolkata

We are looking for an experienced Wealth Manager who can handle high-net-worth clients build long-term relationships and deliver customized wealth management solutions. · ...

Wealth Manager. Lead agency sales recruit & manage advisors handle HNI clients achieve premium targets. · 2–5 yrs life insurance/agency sales experience · ...

This is a full-time position for a Wealth Manager at Finclock's Kolkata office. · The Wealth Manager will develop and implement comprehensive financial strategies tailored to clients' goals and risk tolerance. · Day-to-day tasks include analyzing investment opportunities and mana ...

This is a full-time hybrid role for a Wealth Manager / Team Lead (TL) – Retail-Sales, based in Kolkata. The role involves financial planning, managing client investments, · and providing personalized wealth management solutions. ...

This is a full-time hybrid role for Wealth Managers / Team Leaders based in Kolkata with partial remote flexibility. · The responsibilities include providing financial planning advice managing investments and portfolios offering strategic insights to clients to achieve their fina ...

This is a full-time position for a Wealth Manager at Finclock's Kolkata office. The Wealth Manager will develop and implement comprehensive financial strategies tailored to clients' goals and risk tolerance. · ...

Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities Retail Assets Business Banking Forex Credit Cards Online Trading Insurance. · ...

Wealth manager for high net worth clients providing personalized investment advice and cross selling products across asset classes. Leverage existing client relationships and network to onboard new clients. · Acquire manage grow portfolio of HNI UHNI clients. · Provide personaliz ...

This is a full-time position for a Wealth Manager at Finclock's Kolkata office. · NISM derivative series 8 certification is a must · Proficiency in Financial Planning and Insurance strategies to meet diverse client objectives · ...

Wealth manager sought to generate leads and convert them into business by acquiring and managing high net worth individuals and small medium enterprises clients. · Graduate/MBA with 2 - 5 years of relevant experience. · ...

The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, · Client Acquisition & Relationship Management · Identify, acquire, and manage relationships across Retail, HNI, and UHNI client ...

This is a full-time role for a Wealth Manager located in the Kolkata metropolitan area. The Wealth Manager will provide personalized financial planning and investment strategies to clients. · Strong knowledge of Investment Management, Investments, and Financial Planning skills ...

This is a full-time hybrid role for Wealth Managers / Team Leaders based in Kolkata, · with partial remote work flexibility. The responsibilities include providing financial planning advice, · managing investments and portfolios, and offering strategic insights to clients to achi ...

Sriram Life Insurance is looking for passionate individuals to join our team as Wealth Managers We offer a dynamic work environment with opportunities for growth and development in the insurance and wealth management sectors. · Assist clients with managing their wealth & investme ...

We are hiring for Relationship Manager Wealth & Business Banking with 5 years of experience in banking industry. · ...

We are hiring a Relationship Manager (Fresher) for our Kolkata office. This role is ideal for someone with basic knowledge of Mutual Funds, · good communication skills, · and a strong willingness to learn.Assist in handling client queries via calls/WhatsApp/email and coordinate r ...

Wealth Management ProfessionalWealth management professional required to work with clients on investment planning and portfolio construction. · Work with clients on investment planning and portfolio construction · ...

The Manager - Wealth & Treasury will be responsible for managing family office investment portfolios and providing financial planning and advisory services to clients. · ...

Wealth management professional at Capcrest Wealth focused on long-term goal-based investing and disciplined asset allocation for clients. · Work with clients on investment planning and portfolio construction. · Assist in distribution and advisory of mutual funds PMS AIFs. · ...

Wealth Manager: Required a Mutual Fund Sales Manager with 3+ years experience in Sector 5 Kolkata. · ...

This role is for leaders who can build and mentor a large team of wealth managers drive AUM growth acquire high-quality retail clients sell investment products like MFs bonds insurance PMS AIFs etc. · ResponsibilitiesBuild & mentor a large team of Wealth Managers (15–20) · Drive ...