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Wealth Manager Female Graduate Jobs in Mumbai

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Cluster Head - Wealth Management

Prime Search

  • 10 - 20 yrs
  • 50+ Lakh/Yr
  • Prabhadevi Mumbai
Sales Manager Wealth Manager Banking Sales Cluster Manager
Role: Cluster Head - Wealth ManagementExp: 10+ yrs Location: MumbaiSalary: up to 1 CR- Must have exp. in Wealth Management or banking background- Responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them, also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.- Execute cluster business plans for the Wealth Management segment to drive - Sales in the Mumbai region - Continuously improve the sales effectiveness- Motivate and direct the sales team - Distinguish the company vis a vis competitor - Engage in brand building exercises by focussing on the research based strength of the company
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills
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Wealth Manager

L.F.C. Securities

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Ghatkopar Mumbai
Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Treasury
Should have work experience to work with Stock broking firm, -Get New Clients (Retail, Hni)On Board for Wealth management/ Financial Planning. -should have Service the Client with Regular Investment Advice,Sales of Any Financial Products such as Wealth Management, Financial Planning, mutual Funds, Insurance, Trading & Demet Accounts.
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Wealth Manager

L.F.C. Securities

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Ghatkopar Mumbai
Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Treasury
Should have work experience to work with Stock broking firm, -Get New Clients (Retail, Hni)On Board for Wealth management/ Financial Planning. -should have Service the Client with Regular Investment Advice,Sales of Any Financial Products such as Wealth Management, Financial Planning, mutual Funds, Insurance, Trading & Demat Accounts.
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Opening- Manager/ SR Manager- Wealth Management

ABS International

Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
Job Description: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 buildAUM.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 markettrends.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 ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced
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Wealth Manager

Boyenhaddin consultant Mumbai

Mutual Funds Equity Sales Private Banking Stock Broking Wealth Manager
Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.
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Wealth Manager

Boyen Haddin Consultancy

Mutual Funds Sales Equity Sales Banking Sales Mutual Funds HNI Acquisition HNI Sales Wealth Manager Relationship Manager Wealth Direct Sales HNI Relationship Manager Private Banking
Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.
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Opening For Wealth Manager

boyen haddin

  • 7 - 13 yrs
  • 12.0 Lac/Yr
  • Mumbai
Mutual Funds Stock Broking Mutual Funds Sales Banking Sales Equity Sales Banking
We are hiring for wealth managers in one of the leading broking firm Min 7 yrs of experience required and location is based on Mumbai Churchgate Borivali AndheriCTC: Upto 14 LacsMale OR Female Anybody can apply.
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Jobs by Popular Location

Wealth Advisor - Relationship Manger

Stockaxis.com

  • 0 - 4 yrs
  • Cuffe Parade Mumbai
Stock Market Equity Advisor Sales Manager Equity Sales
DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.
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Premier Wealth Manager

E. S. Jobs

  • 5 - 11 yrs
  • 25.0 Lac/Yr
  • Mumbai
Wealth Management Customer Relationship
- Develops New and ExistingHigh Net worth (HNI)Customer relationships for priority Business in depth profiling of the clients - Generate business actions across liabilities, assets and fee products - 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.- 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.
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