Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations: Ahmedabad, Delhi, Mumbai & Pune Roles And...
Key Responsibilities - Acquire new HNI / UHNI clients through referrals, market networking, and internal leads- Manage and deepen relationships with an existing private wealth client book- Understand clients’ financial goals and provide tailor-made investment solutions- Offer advisory across products such as:- Mutual Funds- PMS / AIF- Equity & Fixed Income- Bonds & Structured Products- Insurance...
Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Relationship Manager (RM) Location: Gurgaon Education:...
Role Summary We are seeking an experienced Wealth Manager to acquire, manage, and grow relationships with High Net-Worth (HNI) and Ultra HNI clients. The role focuses on building long-term client partnerships, generating Assets Under Management (AUM), and providing comprehensive investment and portfolio advisory solutions aligned with clients’ financial goals. Key Responsibilities - Acquire...
Project Description: We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...
About CIBC India: CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...
Role OverviewWealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure.Key responsibilitiesNew client...
Job Summary (Role Overview) The Wealth Manager role focuses on supporting clients through onboarding, portfolio management, and ongoing servicing. Success in this role means building long-term client relationships, delivering clear and compliant investment communication, and ensuring high-quality service across the client lifecycle. This position works closely with the operations team and plays...
About Yubi Market Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise...
Very Urgent Mandate for a well reputed Private Wealth Management Organization for Mumbai location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 50 LPA Its a pure sales role of wealth products hence Operation, research,...
Analyst – Wealth Management | Kolkata, India Location: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth Management About Us We’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence. Who...
Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the- importance of the Wealth Advisory funnel and size- • Identify fitment of Wealth Advisory products matching the client’s investing goals- • Interact with potential customers with the emphasis on high quality- lead...
Job Title: Wealth ManagerLocation: Andheri & Thane, MumbaiMode: On-site Candidate must be NISM Equity & Derivatives certified.Role and Responsibilities:Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs,...
Designation- Manager/ Sr Manager- Wealth ManagementJob Profile: Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate portfolio review of the existing investors in...
Job Description - - As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. - You will be supported by Service RMs, who will help you with pre and post investment processes....
Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...
Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...
About CIBC India CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
Job Description: - Lead overall branch performance and revenue growth while operating as a Playing Captain, combining hands-on client acquisition and relationship management with strategic team leadership. Manage and mentor Relationship Managers to achieve revenue, AUM, and acquisition targets. Drive business growth through strategic partner engagement, cross-selling of wealth products, and...