114 Private Wealth Jobs - Page 3

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/PUNE/ HYDERABAD/ DELHI/AHMEDABAD/ BARODA Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Exp 4+ years of experience into Private wealth management. Education Graduate with MBA from Premier B schools

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company' Best Regards Priyanshi

Relationship Manager - Private Wealth Location: Delhi, Bangalore, Mumbai, Pune Salary upto - 50 LPA About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Role & responsibilities Customer Acquisition above 1 Cr Financial Planning (FP) and Portfolio Services • Execution of transactions post FP and on periodical basis • Manage Private Wealth, PMS and AIF fund related queries • Ensure delivery of various MIS reports as per requirements • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery • Ensure discipline of asset allocation • Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition • Continuous learning, to be better equipped than our competitors • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM • Revenue Generation Role : Both Individual role and Team handling role Preferred candidate profile candidates can be from Banking/ NBFC Camddiates should be from wealth Maanagement background Min 8+ yrs exp in wealth products experience. Location : Mumbai, Delhi,Pune,Bangalore,Hyderabad,Chennai .Ahmedabad, Chennai,Jaipur Interseted canddiates please share your updated resume to yamuna.ravichandran@upgrad.com

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. * Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. * Create an incremental SIP Book * Will be responsible for achieving New Business development targets by reactivating / activating new clients. * Ensure all clients are met on a regular basis. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

Job description Position - Senior Relationship Manager/Relationship Manager - Direct Channel Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Location- Delhi/NCR, Noida, Faridabad, Vaishali, Ghaziabad

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time

Job description Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi/NCR, Noida, Gurgaon Salary- 15 lpa- 25 lpa

Designation: Branch Head – Wealth Management | CTC: Up to 30 LPA. Lead RMs, manage high-value client portfolios, drive business growth, ensure advisory excellence, compliance, and team performance. Required Candidate profile Experience in wealth management/premium banking/family office advisory. Proven in managing high-value clients. Strong team leader with financial acumen, high EQ, trust, and client focus. Perks and benefits CTC - Upto 30 LPA

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by Preferred candidate profile

Role & responsibilities Resources The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Team Size Direct: Indirect Team Size (Onrolls): Financial Resources Book Size: INR Net interest income: Main Accountabilities Qualifications & Experience Minimum Degree: Postgraduate/ Graduate in any discipline. Minimum Experience 3-6 years of Experience Leadership Competencies: Ownership Speed Passion Boundaryless Behaviour Meritocracy Customer Focus Tech Quotient Cost Consciousness Adaptive Empathetic Collaborative Analytical Compliance Resilient Functional Competencies TCL shall populate as per the existing grid Key Decisions taken Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. JD Written by JD Approved by Preferred candidate profile Perks and benefits

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. Work in close coordination with Client Experience Managers to deliver superior service to clients. Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation. Ensuring 360 client engagement Total Client Ownership. C) Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA/ Post Graduate Experience Essential - Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager 6+ years Relationship Manager 3 6 years

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Leading the team. Desired Candidature Must have relevant work experience in a Wealth management/Private Banking platform. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. If interested please share your updated resume on talent@talengage.com, you also may share the same with your friends who would be keen for this opportunity.

Job description Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Kolkata, Mumbai, Pune Salary- 15 lpa- 25 lpa Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition

Job description Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi/NCR, Noida, Gurgaon Salary- 15 lpa- 25 lpa Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

Immediate requirment for Leading bank We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can apply or WhatsApp profiles to 7305390183

Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4. To achieve healthy revenues without compromising on clients profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships 9. Keep abreast of the market news, financial trends and current affairs 10. To attend post result concals, analyst meets for improved client servicing SKILLS & KNOWLEDGE 1. Graduate / Post graduate with 3 to 8 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

SUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES: - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. Overall experience of around 9-12 years in the desired role with team management experience of min 3-4 years. Should have stability of minimum tenure of 3-4 years in the current organization. Team managing and handling in the current experience is a must. Should have own set of Client relationships and AUM and also the team client relationships. ROLES & RESPONSIBILITIES: - Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. Planning and achieving self and team sales targets through the defined Wealth Management products. The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 1 Cr & above clients). Maintaining client relationships and generate AUM from Preferred clients. Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team. To conduct and assist in organizing seminars, workshops and other business development activities. If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same .

Role & responsibilities We are seeking a dynamic and experienced Wealth to join our Wealth Management team. The ideal candidate will be responsible for driving customer relationships and closing sales leads, focusing on High Net Worth Individuals (HNIs). This role demands a seasoned professional with a strong background in private wealth management, exceptional communication skills, and a proven track record in managing HNI accounts. Key Responsibilities: Develop and maintain strong relationships with HNI clients to ensure high levels of customer satisfaction and retention. Identify and pursue new sales leads within the HNI segment, leveraging existing networks and building new connections. Conduct thorough needs assessments to understand clients' financial goals and tailor wealth management solutions accordingly. Present and promote the companys wealth management services and products to potential clients. Collaborate with internal teams to design and deliver customized investment solutions that meet client needs and objectives. Ensure compliance with all regulatory requirements and company policies. Provide ongoing client support, including regular portfolio reviews and updates on market trends and investment opportunities. Prepare and deliver presentations and proposals to prospective clients. Achieve and exceed sales targets and performance metrics.

Wealth manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Panipat, Hissar, Ambala NISM mutual fund is mandatory

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills -------------------------------------------------------------------------------------------------------------------------------------- Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: -------------------------------------------------------------------------------------------------------------------------------------- Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification -------------------------------------------------------------------------------------------------------------------------------------- Post Graduate / MBA from a reputed institute

Affluent Relationship Manager for Leading Bank MUMBAI/ Bangalore/Hyderabad Interested please call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Role:Leading Bank Hiring Affluent Relationship Manager - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times.