Array ( [0] => wealth-manager [1] => jaipur ) Wealth Manager Jobs in Jaipur,Wealth Manager Job Vacancies in Jaipur Rajasthan
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Wealth Manager Job Vacancies in Jaipur

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Urgent Requirement For Relationship Manager Wealth

IBWC One Pvt Ltd

  • 0 - 5 yrs
  • 4.5 Lac/Yr
  • Jaipur
Mutual Funds Client Relationship HNI Sales
As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- **Investment Advisory:** Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- **Portfolio Management:** Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- **Market Research:** Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- **Sales and Business Development:** Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- **Compliance and Documentation:** Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.**Required Skills and Expectations:**You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.
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Wealth Manager - Full Time

Sunshine Manpower Solution And Services

  • 3 - 5 yrs
  • 10.0 Lac/Yr
  • Jaipur
Stock Broking Mutual Funds Sales HNI Sales HNI Client Handling PMS Handling Alternative Insurance Fund Manager AUM
Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025
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Looking For Wealth Manager

Analah Capital Pvt Ltd

Mutual Funds Sales Insurance Sales Private Equity
Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36
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Treasury Manager

Connexions Management Consultants

  • 3 - 9 yrs
  • 9.0 Lac/Yr
  • Jaipur
Treasury Manager Finance Analyst Fund Management Finance Manager Wealth Management Walk in
3 openings in Finance and analysis: For these positions we need who have working experience in finance or treasury department of any company or bank. Person should have working knowledge in finance department and well versed with the financial terms like LC etc. For this position need CA with 1-3 years experience. ( For this position English speaking person is preferred) (These staff may need to travel to overseas clients
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