Array ( [0] => wealth-manager [1] => punjab ) Wealth Manager Jobs in Punjab,Wealth Manager Job Vacancies in Punjab
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Wealth Manager Job Vacancies in Punjab

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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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Branch Manager / AVP

BS2 Hire (Path of Career Solution)

Broking Private Equity Share Market HNI Investment Wealth Team Handling Team Management Branch Handling Heading Branch B2C B2B Managing Team Relationship Management HNI Clients
Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.
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Senior Manager/ Chief Manager- Wealth Management

Skywings Advisors Private Limited

HNI Acquisition Portfolio Manager Insurance Sales Mutual Funds Wealth Manager Equity Sales Banking Sales
Job Role:Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target.Responsible for product penetration and increasing clients wallet share.Identifying prospective clients & acquiring new clients.Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile:4+ years of experience in HNI Sales, investment banking, or wealth management.Experience in building and maintaining relationships with high-net-worth individuals and institutions.Strong knowledge of investment products & wealth product sales.Excellent communication and interpersonal skills with the ability to communicate complex financial matters to clients.Should be comfortable in individual role.Apply with updated resume at amit@assuredjob.com & connect on 7827930908 for more details.
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Portfolio Wealth Relationship Manager (Deputy Manager)

Waytogo Consultants Pvt Ltd

  • 2 - 7 yrs
  • 8.0 Lac/Yr
  • Amritsar
Casa Sales Portfolio Wealth
HNI Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.
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Relationship Manager Wealth Management

NIIT LTD

Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management HNI Sales Walk in
Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.
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Relationship Officer

PAB Consultants Pvt Ltd

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Zirakpur
Direct Marketing Wealth Management Finance Direct Sales Banking Sales
Roles and Responsibilities :Responsible for client management, enhancing and upgrading the relationships and revenue generationBusiness development through the acquisition of high net-worth clients and / or partnersIdentifying client needs and assessing their risk appetiteProfiling clients and provide financial products to meet client needsConstantly look at generating leads from existing clients to acquire new clientRetaining clients by providing the highest level of serviceProviding financial planning and investment adviceResponsible to generate brokerage primarily through advising clients on their portfolio for long term as well as short term investments.Responsible to ensure all activities are in adherence as per compliance & risk.Experience : 1 yrSalary : up to 15k/monthLocation : Zirakpur,PunjabDay shiftWork from OfficeInterested can share their resume at
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Relationship Officer

Kavya Management Services

Direct Marketing Wealth Management Private Banking Finance Direct Sales Banking Sales Relationship Officer Walk in
We have vacant of 100 Relationship Officer Jobs in Maharashtra,Pune, Maharashtra,Gujral Nagar, Jalandhar, Punjab,Uttar Pradesh,Delhi/NCR,Mysore Banglore Highway, Karnataka,Haryana,Rajasthan Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Direct Marketing,Wealth Management,Private Banking,Finance,Direct Sales,Banking Sales, Relationship Officer etc.
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Relationship Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Manager Wealth Manager Mutual Funds Insurance Direct Sales Third Party Products
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.
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Jobs by Related Category

Relationship Manager

ITM Skill Academy

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory A Specific Area Of Competence Knowlwdge Experienced. Abilities Required to Do A Job Computer Skill Good Communication Skill Time Mamnagment
They should to be able to maintain relationship with their customer. The Relationship Manager will build and deepen relationship with the customers through the call and physical meetings ,provide professional and excellent customer service to achieve high customer satisfaction, and retention ,The Relationship Manager must have complete knowledge of his customer profile and his assets and also tracking through his accounts trends.
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Financial Advisor

Kotak Mahindra Life Pvt Ltd

  • 0 - 1 yrs
  • 0.8 Lac/Yr
  • Dalhousie Road Pathankot
Financial Planning Marketing Wealth Management Investment Advisory Certified Financial Planner
Working Hour - 10.00 am to 7.00 pmBack Office.File Handling.Accounting.Graduation & Class 12 pass out can apply
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Relationship Officer

kuber solutions

  • 0 - 1 yrs
  • 1.5 Lac/Yr
  • Zirakpur
Wealth Management Direct Sales Banking Sales Customer Relationship Officer
managing customer relationshipcommunicating with customerensuring lead generation
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Wealth Relationship Manager

Skywings Advisors Private Limited

Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management Walk in
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.
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Opening For Relationship Manager Wealth

Skywings Advisors Private Limited

HNI Sales Wealth Relationship Walk in
Hi,We are hiring for a leading wealth and asset management firm.Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory.
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Relationship Officer

kuber solutions

  • 0 - 5 yrs
  • 5.0 Lac/Yr
  • Zirakpur
Direct Marketing Wealth Management Private Banking Banking Sales Relationship Officer Customer Relationship Client Relationship
Relationship Officer & Relationship ManagerJob Profile:- Marketing & Finance professionals preferably a fresher with self motivation to explore the opportunities of the market. Learning while interaction with the CEO/CFO & fostering the financials needs to the customer. Understanding the balance sheet & Profit & loss account.Industry:- Banking & FinanceEligibility Criterion:- Graduate or Post graduate in any disciple Own conveyance required Good Communication skillsSalary & Perks:- Negotiable (CTC between 2 Lacs- 5 Lacs with monthly travel allowances & incentives up ato 1 Lac/month)
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Wealth Manager

NIIT LTD

Wealth Management Portfolio Management Relationship Management Walk in
Key ResponsibilitiesManaging Client Relationships Portfolio Analysis & Building AUM (Asset under Management)Acquiring Customers
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