Array ( [0] => wealth-manager [1] => rajasthan ) Wealth Manager Jobs in Rajasthan,Wealth Manager Job Vacancies in Rajasthan
9

Wealth Manager Job Vacancies in Rajasthan

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

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.
View all details
Apply

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
View all details
Apply

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
View all details
Apply

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
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Jobs by Popular Location

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.
View all details
Apply

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.
View all details
Apply

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.
View all details
Apply

RELATIONSHIP MANAGER

TECHNOY MOTORS INDIA PVT LTD

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Walk in
Responsibilities. Understand customer needs and develop plans to address them. Identify key staff in client companies to cultivate profitable relationships. Resolve customer complaints quickly and effectively. Forward upselling and cross-selling opportunities to the sales team.
View all details
Apply

Jobs by Related Category

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
View all details
Apply

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.
View all details
Apply

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.
View all details
Apply

Apply to 9 Wealth Manager Job Vacancies in Rajasthan

  • Hyderabad Jobs
  • Ahmedabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Pune Jobs
  • Chennai Jobs
  • Kolkata Jobs
  • Delhi Jobs