Wealth Manager Job Vacancies in Karnataka

Job DescriptionJob Description - Wealth Manager- Investment ProductsJob Location- Bangalore Hyderabad Road CTC- Up to 15 LPASUMMARY: - The Wealth Manager is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. To coordinate with the product and research team (Centralised CFP Team) for making investment decisions for the clients. To conduct and assist in organising seminars, workshops and other business development activities.JOB SPECIFICATIONS REQUIRED:Qualifications:An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or education in Financial planning/Wealth Management. Other qualifications, like CFP, will be an advantage.Experience:Minimum 3 years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management.Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to the market. Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech and expression. Good interpersonal skills. Good Analytical Skills.General Competencies: Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result-oriented. Strong analytical skills and ability to work in teams.MOST Important: Do and Don't1. Stability - at least an average of 1-3 years in each of his last jobs.2. From the same Geography - Candidate should be from the same location.3. Candidate who has earned incentives.4. Hands-on experience in HNI relationships - no retail, no franchisee network, no online / telecalling sales.5. Ability and willingness to manage clients, not dependent on the assigned clients by the organisation.6. Has passion and willingness for field work and relationship management.7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organisation with High Value relationships.8. Willing to work in an individual capacity.

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

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.

About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

JOB RESPONSIBILITIES: The relationship manager responsibilities include bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. Dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds. Have excellent communication skills and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone.JOB ROLES Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance. Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization. Strong grasp of different types of asset classes, including MF, AIF, PMS, Insurance, and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities QUALIFICATIONS: Master's degree in Finance, MBA or equivalent qualification Minimum of 5-15 years of experience in Wealth management Proven track record of success in a similar role Excellent leadership, organizational, and communication skills Strong knowledge of products and taxation. Ability to identify and mitigate risks and make sound business decisions. Candidates with IRDA, NISM-VA certification will be preferred. Familiar with financial and compliance regulations and fiduciary responsibilities

Here is an opportunity to Excelerate your CTC upto *9.00 LPA* and become a *Privileged Wealth Manager* with *Nuvama* (previously Edelweiss)*TRAIN AND HIRE MODEL*Training Duration:1 month online 3 months On the JobFixed Stipend: 1st month 25,000 RsNext 3 months 40,000 per month*Total Stipend during training : Rs 1,45,000*Training Fees : Rs.1,21,000 (including GST)Selection Process:1. Online Aptitude Test2. Online Interview (2 rounds)3. Rolling of Offer Letter Eligibility ;1. Min 2 years of Sales experience 2. 50% aggregate till Graduation

Here is an opportunity to Excelerate your CTC upto 9.00 LPA and become a Privileged Wealth Manager with Nuvama (previously Edelweiss)TRAIN AND HIRE MODELTraining Duration:1 month online 3 months On the JobFixed Stipend: 1st month 25,000 RsNext 3 months 40,000 per monthTotal Stipend during training : Rs 1,45,000Training Fees : Rs.1,21,000 (including GST)Selection Process:1. Online Aptitude Test2. Online Interview (2 rounds)3. Rolling of Offer Letter Eligibility ;1. Min 2 years of Sales experience 2. 50% aggregate till Graduation

Here is an opportunity to Excelerate your CTC upto 9.00 LPA and become a Privileged Wealth Manager with Nuvama (previously Edelweiss)TRAIN AND HIRE MODELTraining Duration:1 month online 3 months On the JobFixed Stipend: 1st month 25,000 RsNext 3 months 40,000 per monthTotal Stipend during training : Rs 1,45,000Training Fees : Rs.1,21,000 (including GST)Selection Process:1. Online Aptitude Test2. Online Interview (2 rounds)3. Rolling of Offer Letter Eligibility ;1. Min 2 years of Sales experience 2. 50% aggregate till Graduation

Position Name : Senior Wealth Manager / Senior Relationship ManagerDeal Criteria:Location :Bangalore - Onsite (only male candidates ) ,For Mumbai - Hybrid ( can consider female candidates as well )Notice Period: Immediate to 15 days, 30 days(Max.) (More than that Profiles will not considered)Must Have Skills:Overall Experience: 5+years ( can consider 4 years exp )Experience in Relationship management: 5 yearsExperience in wealth management : 5 yearsExperience in mutual funds / insurance in banks: 4 yearsCandidate can speak Bangalore native languageInterview Process : 2 Rounds1. Screening call2. Final interview with CEO

Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technology

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.

Role: Wealth Manager / Sr Wealth Manager Job Description:Refer job description.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 goalConduct 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 branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leadsKnowledge: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 goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of 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 information clearly 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 t

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

Refer job description.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 articlesIncrease 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 trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products 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, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of 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 information clearly 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 strong logical and numer

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.

Hiring of BDM with 5-7 yrs. experience into investment, insurance, bank or wealth management industry at DelhiPosition: Business Development ManagerIndustry: is a multinational law firm specializing in corporate law and investment immigrationGender: Male OnlyJob location: DelhiWorking Experience: at least 5-10 yrs. experience into investment, insurance, bank or wealth management industrySalary package: 10 LPA to 18 LPA Depend upon candidateMajor Challenges and Requirements: Fluent in English 5 years in the Customer-facing investment, insurance, private bank or wealth management Must be self-motivated and disciplined, be able to plan well and be super organized; Be able to understand and to adapt different cultures. Be flexible to travel to different geographical locations as needed; Ability to handle pressure.Key Duties and Responsibilities Be fully aware and updated on all immigration programs offered by, and any other business programs as the Company evolves in the future on the Companys strategies. Develop sales opportunities by researching and identifying to build a network of prospects. Provide advice to prospective clients on their immigration application needs and follow up closely to close deals. Be responsible for achieving set personal KPIs and sales targets. Follow through each case and, with the support of lawyer(s), manage the application process for all immigration cases, and take initiative to update the clients on the progress. Build trust with clients and maintain strong relationship with clients.Interview Date: After resume shortlisted Face 2 FaceRegards,

Responsible for business development through acquisition of high net-worth clients (client acquisition).Analysing the market movements and keeping the clients updated on the same.Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements.Advising clients on stock market related issues.Suggesting the scrip to the client for trading and ensuring maximum profits to the clients as well as to the company.Maintain client relationship and provide the best service.

1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.

Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

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

Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.