Business Analyst wealth management - Bengaluru

We are looking for an experienced Wealth Manager to manage and grow a high-net-worth (HNI/UHNI) client by offering comprehensive financial planning and investment solutions. · Acquire, manage and deepen relationships with HNI & UHNI clients. · Provide customized wealth management ...

Wealth Manager – HNI Acquisition with experience in direct selling of equity products and strong communication skills required. · Acquire & manage HNI clients. · Sell equity-based investment products. · ...

Wealth Manager Job Description · Key Responsibilities: · Create daily work plans prioritizing leads based on Wealth Advisory funnel importance and size. · Match clients with suitable investment goals using wealth advisory products. · ...

Wealth Manager Manage and grow HNI/Ultra-HNI portfolios drive AUM revenue growth deliver strategic wealth solutions across MF PMS AIFs Bonds Structured Products Insurance Direct Equity. · ...

This role is for one of the Weekday's clients.Min Experience: 3 years.Location: Bengaluru.The Wealth Manager will be responsible for acquiring managing and growing HNI/UHNI client relationships with a focus on long-term wealth creation. · The role involves delivering comprehensiv ...

+Job summary · The Wealth Manager will be responsible for acquiring, managing, and growing HNI/UHNI client relationships with a focus on long-term wealth creation. · +ResponsibilitiesAcquire and manage HNI/UHNI clients, focusing on long-term wealth creation and portfolio growth. ...

We are looking for an experienced Wealth Manager to manage and grow a high-net-worth · (HNI/UHNI) client by offering comprehensive financial planning and investment solutions. · ...

+Job summary · Wealth Manager is a full-time on-site role at Bajaj Capital Ltd., responsible for developing financial plans and advising clients on strategies to grow and protect their wealth. · +ResponsibilitiesAssessing clients' financial goals · Recommending suitable financial ...

We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. · ...

Wealth Manager responsible for advising clients on unlisted shares and private-market investments managing HNI portfolios acquiring new investors driving revenue growth and ensuring smooth end-to-end investment execution. · ...

About the Company · Our client is a well-established Indian financial services firm founded in 1964, with a strong pan-India presence across 200+ offices in 100+ cities. The organization is known for its leadership in retail financial planning and offers comprehensive wealth advi ...

Wealth Manager 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, AIF ...

Bajaj Capital Ltd. is a trusted name in India's capital market helping individuals protect and grow their wealth through value-driven financial solutions tailored to client needs. · ...

Wealth Manager responsible for acquiring preferred clients and managing their investment portfolios. Key responsibilities include generating and managing AUM across mutual funds, PMS, structured products and alternate investment products. · Acquire Preferred Clients (Affluent & S ...

We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. · ...

+Job summary · Wealth manager role with 10+ years experience in wealth management. · +Qualifications10+ years in Wealth Management / Private Banking / Advisory · +Benefits ...

Wealth Manager manages HNIs' wealth through mutual funds, commodities & bonds. Acquires new clients with expertise in equity broking & insurance. Handles client portfolios with focus on growth & risk management. · ...

We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. · Acquire and manage HNI/UHNI clients with a focus on longterm wealth creation and relationship management. · ...

+Job summary · Our client service professionals provide proactive financial counseling to address complexities of executives and high net worth individuals. · +ResponsibilitiesServing as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiri ...

This is a full-time role for a Wealth Manager based in Bengaluru. The Wealth Manager will guide clients in managing their wealth by providing insightful financial planning services, managing investments and developing tailored strategies to meet individual goals. · Assessing clie ...

Wealth Manager responsible for acquiring preferred clients (HNI/Ultra HNI), maintaining client relationships and generating AUM from preferred clients. · ...