72 Wealth Manager Jobs

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-konnect.com

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-konnect.com

Role & responsibilities Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Financial Planning and Investment Advisory to HNI clients Preferred Candidate Profile- *** Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading Location- South Mumbai / Across all region Interested candidates directly reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . 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 Preferred candidate profile

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities • • To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies ¢ Strong communication & written skills ¢ Fluency in local language is an added advantage. ¢ Excellent interpersonal skills and must be a team player. ¢ Must be process oriented and must be willing to learn and adapt. ¢ Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through

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.

We are looking for Young and energetic Relationship Manager/Sr Relationship Manager for Bangalore location. Salary is not a constraint for right candidates. Interested aspirants can share CV to sharanya.s@bajajcapital.com. Job Description - As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. 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 Knowledge: 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 client. Location - Bangalore

Largest Wealth Management Company is hiring for below role Please send cv on ia@contactxindia.com call on 7208835289 / 8460893374 Role & responsibilities Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : • Graduate / Post graduate • Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. • Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. • Should have good communication & presentation skills. • Pleasing and positive attitude. • Should be a self-starter, proactive & target oriented. • Relationship building skills Preferred candidate profile

Role & 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. 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can send CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Vadodara What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Raipur What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Chandigarh What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Amritsar/J & K What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Durgapur What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Belgaum What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Hyderabad What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.