Wealth Manager Job Vacancies in Uttar Pradesh

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

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.

Position: Relationship Manager First WealthLocation: NoidaAge Limit: Up to 32 yearsIntrested candidate can directly share cv on 9270077453Role Summary:As an RM First Wealth, you will manage and grow a portfolio of HNI clients by offering tailored wealth management solutions across investment and banking products.Key Responsibilities:Build and maintain strong relationships with HNI clientsOffer investment advisory: Mutual Funds, Bonds, Insurance, PMS, AIFsDrive revenue through portfolio deepening and cross-sellingProvide end-to-end wealth management solutionsEnsure service excellence and regulatory complianceEligibility:Graduate/PostgraduateMinimum 3 years of experience in wealth/priority banking

We are looking for 31 First Wealth Relationship Manager Posts in Noida, with deep knowledge in Sales, casa sales, wealth products, HNI Client Handling, Relationship Manager, Relationship Manager Wealth, Banking Sales and Required Educational Qualification is : B.A, B.Com, Other Bachelor Degree

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

We are seeking a highly motivated and results-driven professional to join our team as a Stock Market and Mutual Fund Sales Executive. The ideal candidate will be responsible for acquiring new clients, promoting mutual fund products, and advising clients on equity investments based on their financial goals and risk appetite.

Position: Wealth Manager (Certified: NISM XA & XB)Location: MeerutEmployment Type: Full TimeAbout the JobFydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our clients lives and financial well-being.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Our commitment and main objective are to deliver personalized, independent financial advice to each of our clients. As a Wealth Manager, you will have the opportunity to support several individual clients with financial management.Fydaa has obtained SEBIs license in investment advisory allowing holistic financial planning as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a clients wealth, taking a healthy interest in the well-being of your clients finances.You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.How You Will Fulfill Your Potential- Build and manage a B2C portfolio of clients- Plan and manage new account onboarding process, asset transfers and other account service requests- Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.- Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions- Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes.- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.- Complete positive/negative consent client emails, handle exception tracking and comments.QUALIFICATION & SKILLS WERE LOOKING FOR- Bachelors degree required as minimum.- Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Gmail- Enthusiastic and positive approach to problem-solving and client service- Demonstrated excellent verbal and written communication skills- Proven track record with cross-training, task-sharing and mutually supportive teamwork.

Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST

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

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.

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.

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.The TRM will be required to attend Leads assigned to her on Call and promote services of the company, brief Clients about the Benefits of associating with us and handle operational and technical issues of Acquired ClientsSkills Required1. Convincing Skills Analytical Skills Inter Personal Skills2. Interest towards Sales3. Inclination towards Finance4. Ability to make 60-80 Telephonic Calls per DayJob Location Hybrid Model : Work from Office + HomeOffice Address CP 61, Viraj Khand, Gomti Nagar, Lucknow(UP)-226010Package Rs. 1.5 L to 2.5 L per annum + IncentiveMinimum Experience 1 yearQualification MBAGender Female Candidates OnlyReporting Wealth Manager

Companies to be Tapped : Telesales, Digital Sales, Tele calling companies, Allsec Technologies, Just Dial, Travel Tag, Trivago, Goibibo , Yatra , Make My trip , Ageis, Silaris , Any tele set up companies except currently working with Policy Bazar ,Easy Policy, Compare Policy and Max Bupa.We are okay to hire candidates from any background of Tele-calling from insurance brokers and web aggregators.Candidate should have the following:1. Should have good communication skills- Both English and Hindi2. Should be a graduate at-least or final year result awaited or final year persuing.3. Experience in voice process preferred.4. Flexible with time.5. Ok for sales profile.Experience: 6months-3 yearsEducation: Graduate/ Pursuing Graduate(Final year Pursuing).Job Type: PermanentLocation: NoidaShift Timing :Rotational Days (Roaster Off will be there. (No fixed off)Designation: Relationship Manager Assisted SalesJob Profile:- Office job, no Field Work. Its an outbound and inbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product. They will be convincing the customers to purchase the product and closing the lead. They will have to achieve the Given sales targets.

We have aligned Walk in for Financial Advisor for Niftel Communication Pvt Ltd for Lucknow Location.Experience Required- 1 yr (Freshers can also apply)Salary Package- 1.8 lpaLocation- LucknowNotice - Immediate JoinerJob descriptionResponsible for making outbound calls(in UK) and regular follow up on leads assigned.Build a strong relationship / trust with customers by understanding the customer requirements and suggesting the right product to the Customers.Understand the Customer requirements, encourage them to upgrade /renew the packages.Address all the issues / grievances of customers and provide the right customer experience.Strictly adhere to the process requirementsAble to achieve deadlines and target as assignedResponsible for generating Leads and interacting with customerDesired Candidate Profile:-Good communication and interpersonal skillAbility to think independently and make decisionsCapable of working under pressureShould be a good Team player.Eager to learn new things and implement innovative ideasPersistent and Problem solving abilitiesExcellent communication and Convincing skillsOrganizational and time-management skillsDecision-making skillsMust be a Graduate from a recognized universityShould have excellent interpersonal skills.

selling loan products like home loan, lap, cc limit and bank guarantee etc

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS