Array ( [0] => wealth-manager [1] => vadodara ) Wealth Manager Jobs in Vadodara,Wealth Manager Job Vacancies in Vadodara Gujarat
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Wealth Manager Job Vacancies in Vadodara

Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No
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Marketing Advisor

Jhaveri Securities

  • 3 - 4 yrs
  • 2.0 Lac/Yr
  • Vadodara
Having Knowledge Of Wealth Management Products Marketing Advisor
Responsible to generate new business either from existing or new customers on a daily basis Responsible to ensure preparation of KYC for new customers, registration on BSE platform from the support staff as and when required. Responsible for reviewing and sending investment reports to all existing customers on a quarterly basis or as and when required. Responsible to ensure change of non-financial transactions of all existing customers through support staff as and when required. Responsible for market and generate the business for indirect equity, RBI Bond, MF & NFO, FD, NCDs Bonds, Secondary Bonds, Capital Gain Bonds on a daily basis. Responsible to arrange/attend client meetings related to MF.Responsible to support broker channel as and when required. Responsible to ensure preparation and delivery of Taxation reports and submission to client with the help of support staff on an annual basis. Responsible to get minimum 20-25 references from existing customers on a monthly basis.
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Relation Manager

Recruiters Choice

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Relation Manager Walk in
Good communication skills & presentable candidates No frequent job hoppers Candidate should have LI background and into Agency channel for a minimum of 2 yearsThis channel is designed especially to sell only ULIP product.
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