Private Wealth Manager - All India

+You will be working as a Relationship Manager for the Wealth Management vertical at a leading SEBI Registered Investment Advisory firm based in Hyderabad. · +Developing and managing client relationships to enhance and acquire Assets Under Management (AUM). · + · ,+Align AUM acco ...

· Role Overview: You will be responsible for managing mutual funds, SIPP, MS Bonds, and catering to HNI clients sales in the wealth management sector. Key Responsibilities: - Manage mutual funds, SIPP, MS Bonds - Handle sales for HNI clients Qualifications Required: - Integrity: ...

As Wealth Advisory Associate plays key role planning daily leads to contact based on Wealth Advisory funnel importance and size. · ...

Wealth Manager manages high net worth clients' portfolios and acquires new investors through various strategies. · ...

You will be responsible for managing developing and expanding customer relationships by providing banking and investment services that exceed client expectations for the most important customer segment · Generate incremental business by achieving sales targets in liabilities reta ...

As the Director of Wealth Management at Midfin360 you will be responsible for overseeing the wealth management offerings provided by our comprehensive platform Your role will involve providing strategic advice to clients and evaluating their needs for optimal financial planning. ...

· As a Senior Relationship Manager in Wealth Management, you will be responsible for managing portfolios with 50Cr and above assets under management (AUM). Your role will involve maintaining active relationships with 50500 High Net Worth Individuals (HNI) and Ultra High Net Wort ...

Wealth Relationship Manager in Noida responsible for managing relationships with high net-worth individuals. · Utilize deep knowledge in sales to effectively manage relationships. · Engage in relationship management activities to ensure client satisfaction. · ...

Wealth management trainee role involves conducting client Zoom meetings portfolio discussions High Net Worth Individual clients supporting SIP planning goal-based investment recommendations tracking mutual fund performance staying updated market trends.Conducting client Zoom meet ...

Acquire direct clients and establish robust network of Business Associates for Stock Broking and related wealth products. · ...

You will be responsible for generating revenue by sourcing new relationships from identified verticals and cross-selling Wealth and banking products to individuals and business owners. The ideal candidate should have experience in wealth or relationship banking, proven ability in ...

As a part of the team your role will involve building and maintaining strong long-term relationships with a portfolio of high-net-worth clients. · Build and maintain strong long term relationships with a portfolio of high net worth clients. · Understand clients financial goals an ...

As a trusted advisor at AUM Capital you will be responsible for client acquisition and client retention your role will involve building relationships with HNIs Family offices Corporate Treasuries and Institutions across India. · ...

As a candidate for this role you will be responsible for leading and managing a large operational unit within Wealth Management. · ...

Analyze client financial information and develop growth strategies for clients. · Analyze client portfolios · Provide recommendations to clients · ...

Wealth management specialist role involves handling client relationships and facilitating data onboarding. · - Coordinating with clients to collect necessary files- Sharing updates with both internal teams and external stakeholders · ...

+ Compliancemanagement of SEBIAMFI and other regulatory frameworks+ Review update and maintain internal compliance policies to align with evolving regulatory requirements+ ...

As a Director of Wealth Management Operations at CIBC India you will play a crucial role in overseeing strategic direction risk management compliance budgeting and talent development within the wealth management team. · ...

Responsibilities include conducting B2C sales focusing on Investments & Insurance and utilizing strong communication skills to ensure effective customer interactions. · ...

As a Wealth Management Research Analyst at our wealth management practice your role will involve conducting thorough research across various asset classes providing valuable market insights and contributing to the development of estate and succession planning frameworks customize ...