Wealth Manager Job Vacancies in Gurgaon

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008

Role Overview: We are looking for a driven and strategic professional to join our Business Development team, focused on sourcing, onboarding, and managing B2B clients in the investment banking space. The role requires active engagement across startups, MSMEs, and investor networks to support fundraising and M&A transactions.Key Responsibilities: Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. Client Acquisition & Relationship Management: Build and nurture long-term relationships with startups, founders, and business owners, guiding them through their capital-raising journey. Investor Ecosystem Engagement: Engage with VCs, PEs, family offices, and HNIs to understand funding interests and map them with suitable opportunities. Collaboration & Coordination: Liaise between internal teams and clients to ensure smooth coordination on deliverables, due diligence, and communication. Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. Market Research & Intelligence: Conduct deep industry research to identify market trends, new leads, and competitive benchmarks. Event Participation: Represent the company at industry forums, startup events, and investor summits to build visibility and generate leads.Key Skills Required: Proven ability in B2B Sales, deal sourcing and client onboarding Strong communication, negotiation, and interpersonal skills Proficiency in CRM, Excel, and reporting tools Self-starter attitude with a business-driven mindset

AVP/ Sr. Manager For Wealth management Company in Connaught Place, New Delhi - Salary:- 18-30 lpaKey Responsibilities1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.2. Financial Planning: Understand clients' financial goals, risk tolerance, and investmentobjectives to provide tailored solutions.3. Product Knowledge: Stay updated on financial markets, products, and regulatoryrequirements to offer informed investment advice generated by In house Technical andFundamental Research Teams.4. Sales and Relationship Management: Build and maintain strong relationships with clients,providing excellent customer service and ensuring client retention.5. Transaction Execution: Facilitate buying and selling of securities, either by himself (ifNISM qualified) or through Certified Dealers, ensuring compliance with regulatoryf you are interested, please share your CV atcapitalplacement02@gmail.comP- 9891750342 WhatsApp- 7895263093

We have vacant of 05 General Manager Wealth Tech Jobs in Gurgaon, Experience Required : 10 Years Educational Qualification : Post Graduate Diploma, M.B.A/PGDM Skill leadership, mutual funds, financial products, insurance provider etc.

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department

In this role, you have the opportunity to:-We are looking for a dynamic and experienced General Manager to drive the business strategy and growth of our WealthTech app.The role involves introducing new financial products, such as mutual funds and insurance, and driving both topline and bottomline growth.The ideal candidate will have a passion for personal finance and a deep understanding of financial instruments, as well as the ability to lead cross-functional teams and collaborate with external partners.Responsibilities will include:-Key Responsibilities:Lead the launch of new financial instruments, expanding the app's portfolio with mutual funds, insurance, and other financial products.Develop and implement strategies to drive revenue growth and increase assets under management (AUM), while ensuring scalability in terms of user base and repeat usage.Work closely with internal teams (product, marketing, engineering) to ensure seamless execution and go-to-market strategies.Identify, negotiate, and establish partnerships with mutual fund houses, insurance providers, and other relevant financial entities.Monitor key performance indicators such as time-to-market, revenue growth, AUM, user acquisition, and repeat rates, ensuring business objectives are met.Efficient and timely introduction of new products.Increasing topline through expanded offerings and market reach.Growth in total assets managed through the app.User Acquisition & Retention: Growth in user base and improvement in user retention and engagement.Repeat Usage: Increase in repeat transaction rates, indicating sustained user activity.Qualifications:-Bachelors degree from a Tier 1 institution (MBA preferred)8-10 years of experience in business development, product management, or a related field within the financial technology sector.Skills, Experiences & Behaviors:-Strong negotiation and partnership-building abilities

Job Description For KOTAK lifeJob & Responsibilities:-- Recruitment and Developing the business team.-Imparting product knowledge to the team- Motivating the team to utilize maximum potential of individuals -Recognizing team members basis their performance with awards and rewards.- Minimizing / Reducing the attrition rate.- mentoring the team to achieve their career goals.Address: Kotak Life, Upper ground floor, Himalaya House, K.G. Marg , Nearest Metro Station Barakhamba Exit No-06. Connaught place, New Delhi-110001.*Age- Minimum Required 35 years and maximum 65* Benefits:--Flexible Working Hours- Training and Support.- Reward and social Recognition -Striking incentives- work from home / work from office in which you are comfortable.- international TripsPlease let me know if you are interested in this profile,Thanks & Regards Harsha (Recruiter)

Job Title/Designation:Manager - PCG Elite Sales in a leading Banking Broking Co.Employment Type:Full Time, PermanentJob Description:KEY RESPONSIBILITIES AND ACCOUNTABILITIES Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High-net-worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. Will be responsible for primarily selling Equity based investment products. Cross-Sell of Third-party products like Mutual Funds, Assets (from Bank), Bonds, PMS & Structured products. Responsible for achieving targets as assigned by the organization on a monthly basis. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Provide regular updates to the immediate superior as and when required.Candidate Profile:SKILLS & KNOWLEDGE Graduate with 5 10 years / Postgraduate from a premier institute with 2 5 yrs. exp in direct selling Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skillsCTC - 1500000 To 3500000

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

MUST TO HAVE EITHER OF THEM Experience working in Wealth and Asset Management sector in must (business consulting / research background) OR Experience working in Fintech is must e.g. digital lending, insurtech, wealthtech, payments etc. (business consulting / research background)

We are looking for 10 Relationship Manager Posts in Gurgaon, Haryana with deep knowledge in Sales,Wealth Management,Financial Advisory and Required Educational Qualification is : Other Bachelor Degree

PositionsGM, AGM, Sr Manager, Manager, Direct Sales Executives, Broker Sales, Alternate Sales Channel and a lot more.Responsible for generating net sales and new revenue, within existing relationships and new clients, by leveraging the broad suite of product offerings to our relevant customer segments.Development and implementation of Major Account / Sales strategy with identification of opportunities and winning opportunities with eye on increasing market share and maximizing customer retention.Provide feedback and market requirements to strategic business units to drive product innovation and improved market competitiveness.Overall responsibility for Sales/Account Management/Sales targets to maximize revenue and meet corporate objectives.Develop strategies and tactics to maximize growth opportunities and continually strengthen market share and revenue achievement.Develop and maintain market intelligence and an understanding of market trends and client business needs.Desired Skills Polished verbal and written communication style. Ability to confidently build a strong rapport with customers and internal stakeholders,Comfortable in interacting with and presenting to executives and senior leadership.Lead and develop the organization with regard to competence, professionalism and streamlined processes Expand the customer base and acquire profitable BusinessResponsible for key account relationship with key customers in the region.Excellent presentation and documenting skillsA team worker with good interpersonal skillsAbility to work under pressure and to make decisions under UN-predictable situation and think outside the box to make it simplerKey Competencies:Result DrivenCustomer ChampionCaptivator Good written & Verbal communication skills.Role Model Develops self & Team, promotes good work ethics & professionalism

Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based businessrequirements Core responsibility is to generate insurance business through HDFC branch walk-in customersand by closing out bound leads generated by the branch staff for the assigned branch Providing support to branch profitability by selling ABSLI Insurance product through differentacquisition channels in the catchment area Will be responsible for achieving monthly sales target assigned:1. NOP Number of policies2. FYP First Year premium3. Staying ahead of competition in term of NOP & FYP due to Open Architecture4. Persistency Recurring payments5. Zero customer complaints - Manage customer complaints & resolve them withinspecific TAT and ensure quality customer service is delivered Consolidation of market share within Life Insurance in existing markets and generatepenetration in new markets Build strong professional synergies with the Banking partnerKey Expectations: Managing Bank customers requirements with the best available services and products Demonstrate excellent knowledge of insurance and banking products Communicate any product changes, process change or change in rules and regulations (internal /IRDA) with the help of training modules to the banking partners Manage the relationship with the banking partner across levels to deliver desired results Support all sales and service aspects including sales calls, policy issuance and complaintmanagementDesired profile of the candidate(mandatory)Attitude & Skill Set Should be professionally presentable at all times Should be high on communication Should possess a strong ability to Influence internal & external customers Should be able to develop strong professional relationships across levels of the partner bank Should be willing to travel within the assigned geography as requiredDesired profile of the

Responsibilities:Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services.Stay updated with market knowledge and trends to provide informed guidance to clients.Ensure compliance with all relevant regulations, policies, and risk management practices.Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients.Conduct client meetings and presentations as necessary.Going to meet the clients if necessary.Qualifications:Bachelor's degree in any field (finance, economics, or related disciplines preferred).Excellent communication and interpersonal skills to effectively interact with clients.Proficient in using relevant software and tools for portfolio analysis and client relationship management.Strong understanding of financial markets, investment products, and regulatory requirements.Ability to work in a team and collaborate with other departments or functions as needed.

CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,AhmedabadFinancial Markets product knowledgeFinancial Analysis and risk management knowledgeCommunication and presentation skillsClient relationship management skills, ability to manage and prioritize multiple tasks and projects within afast-paced environmentBusiness understanding of client business models with acumen on new client acquisitionsSales skills with excellent negotiation, presentation and client acquisition skillsUnderstanding of recent technologies in Financial Markets & Business .Deal closure and execution skillsStrong cross - cultural awareness and interpersonal skillsHigh degree of integrity, ethical conduct, and professionalismBachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plussatish kohli