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Wealth Manager Job Vacancies in Around Kolkata

Relationship Manager

LKP Securities Ltd.

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Work From Home
Acquiring of minimum 3 good retail/uhni/hni clients with their Funds/Portfolio(Min total Fund 3 lacs p.m). They will chase big clients to move their portfolio on LKPs platform. RM should be able to advice the correct product. Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . They should have ability to book 4-5 quality accounts every month with margins of min (3-4) lacs from open market and justify 2 x CTC monthly. CTC plus attractive incentive (5-10)% is there in the package on achieving targets.
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Financial Advisor

Exide life insurance

Financial Advisor Finance Executive Finance Management Wealth Management
I want to recruit some Fresher & Experience person (Both Male & Female) who are serious, embition, go greter mentality , huge earnings expected person. My Company provide him/her free training experience.
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Wealth Manager - - Freshers

Shriram Fortune Regional Office

Good Communication Skills General Office Management Wealth Manager
Hiring for 1 wealth manager Job in Kolkata South, Kolkata, Dakshineswar, Kolkata, North 24 Parganas, South 24 Parganas, Dumdum Kolkata, Kanchrapara, Barrackpore, Kolkata, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Good Communication Skills, General Office Management etc.
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Wealth Manager (Female Candidates Preferred)

Eureka stock & brokerage

  • 2 - 4 yrs
  • 4.5 Lac/Yr
  • Salt Lake Kolkata
Marketing Communication Sales
Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation. Collaborating with internal teams, to offer comprehensive financial solutions to clients. Staying updated with market trends, economic developments and regulatory changes to provide accurate
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Female - Wealth Manager (Female)-5-8 Yrs- Broking Domain

Tech Turmeric IT Services

  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Kolkata
Business Acquisition Key Client Retention Communication Skills Presentation Skills Risk Mitigation Regulatory Compliance Asset Management Investment Strategies Leadership Skills Interpersonal Skills
Job Role: Wealth ManagementDepartment: Sales ; Location: Kolkata Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female. Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Individual contributor or Team ManagerJob Description / Key Responsibilities: Client Acquisition - Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India. Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India. Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products). Contact prospective clients to present information and explain our products and anticipated returns. Provide a genuine advisory approach with highest level of customer service. Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships. Plan periodical meetings and touch-points with clients. Engage in periodical competitor mapping and suggest product and business team to track market developments. Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. Stay up-to-date with market trends, economic indicators and relevant financial news. Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.Key Result Area (KRA):Margin AcquisitionClient RelationshipMarket ResearchComplianceKey Performance Indicators(KPI):Margin Acquisition - AUM in CroresClient SatisfactionClient RetentionCompetitor Mapping on best practicesAdherence to Regulatory ComplianceRisk MitigationOrganization-based Competencies:Data DrivenSense of OwnershipTeam PlayerQuality of OutputFinancial AcumenTechnical Competencies:Financial Analysis / Quantitative SkillsStrong understanding of Asset Management and Investment StrategiesAsset AllocationCompliance & Risk ManagementBehaviour-based Competencies:Communication SkillsPresentation SkillsLeadership SkillsInterpersonal SkillsStrategic mindsetTarget-oriented
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Wealth Manager - Kolkata

Eureka stock & brokerage

  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Kolkata
Marketing Stock Broking Mutual Funds Sales
Job Description: Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.
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Wealth Manager Jobs For Higher Secondary Freshers

Shriram Fortune

  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Kolkata
Marketing Back Office Processing Insurance Sales
*Shriram Fortune's SLIC*Shriram Fortune Solutions and SLIC is part of the Shriram Group, a leading financial services conglomerate in India. The company specializes in financial advisory and distribution services, offering a wide range of investment, insurance, and wealth management products to help customers achieve financial security and growth.*Website:* www.shriramfortune.in ** www.shriramlife.com*Designation:* *Wealth Manager**Job Profile:*The Wealth Manager will be responsible for team recruitment, team handling, and team development to drive sales and achieve business targets. The role involves managing a team of financial advisors and ensuring high levels of productivity, customer satisfaction, and revenue generation.*Key Responsibilities:*Team Recruitment & DevelopmentRecruit, train, and groom a team of financial advisors and relationship managers.Ensure proper onboarding, product training, and motivation of team members.*Team Handling:* Lead, monitor, and guide the team to achieve individual and team sales targets.Review team performance periodically and take corrective actions for improvement.*Compliance & Reporting:*Ensure adherence to company policies, IRDAI regulations, and compliance guidelines.Prepare and submit daily, weekly, and monthly sales reports of your team to management.*Key Skills & Competencies:*Strong leadership and team management skills.Excellent communication and interpersonal abilities.Knowledge of financial products (life insurance, investments, mutual funds).Ability to train, motivate, and retain high-performing teams.*Compensation:*Competitive salary with attractive performance-based incentives.
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Relationship Manager Wealth

Waytogo Consultant

  • 2 - 6 yrs
  • Kolkata
Relationship Manager Wealth Management HNI Client Handling Investment Affluent Burgundy Pioneer
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.8. Work in close coordination with Client Experience Managers to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360 client engagement Total Client Ownership.
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Urgent Requirement For Relationship Manager Wealth Management

Seven Sages Consultancy and HR Services

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kolkata
Mutual Funds Sales
Job Title: Relationship Manager Location:Dalhousie,KolkataIndustry: Mutual Fund Distribution and wealth managementSalary: 15k 20k Monthly (Negotiable)Experience: 06 Months 1 Year Experience Responsibilities:1.Follow up with existing clients and creating new clients 2.Meeting prospects 3.Meeting with corporate clients4.Arrange investor education session5.Development and presentation of the financial analysis to the clientQualification: 1.Excellent written and verbal communication skills2.12th pass or Minimum Bachelor's Degree in any discipline.3.Hands-on experience with MS Office, specially Microsoft Excel.Interested candidates may share their updated resume throughEmail id: soumadeep@sevensagesconsultancy.com / info@sevensagesconsultancy.com or WhatsApp: 9007526401/9123856117
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Looking For Wealth Manager

Eureka stock & brokerage

  • 2 - 5 yrs
  • 4.0 Lac/Yr
  • Kolkata
Sales Coordinator Microsoft Office Microsoft Excel
Job descriptionCompany - Eureka Stock & Share Broking Services LtdLocation - Kolkata Salt lakeJob description- PCG (PRIVATE CLIENT GROUP )Department BFSI, Investment andIndustry InvestmentDesignation Wealth Manager / Sr Wealth Manager / Team LeaderWealth Manager/Sr.Wealth Manager Private Client GroupJob Description:* Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences.* Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan).* Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor.* Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.* Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.* Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.* Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG.* Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis.* Weekly & Monthly Review of business and meetings with HOD & other Business Heads.* Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors.
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Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No
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Relationship Manager Wealth Management

AUM Capital Market

Marketing HNI Sales Wealth Management
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.
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