Talent.com
Wealth Manager

Wealth Manager

TIGI HRDelhi, Delhi, India
9 days ago
Job description

Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)

Locations : Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi

  • Experience : 2 – 5 Years

About the Role

We are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products.

Key Responsibilities

  • Responsible for selling Equity-based investment products to clients.
  • Identify customer needs, assess risk appetite, and recommend appropriate investment options.
  • Achieve monthly sales targets as assigned by the organization.
  • Maintain regular client engagement and provide timely updates to reporting managers.
  • Build long-term relationships with HNI clients to grow Assets Under Management (AUM).
  • Required Education, Skills & Knowledge

  • Graduate / Post-Graduate in any discipline.
  • 2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives.
  • Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred.
  • Excellent communication and presentation skills.
  • Pleasing personality with a positive and professional attitude.
  • Self-starter, proactive, and target-driven individual.
  • Strong relationship management and client servicing skills.
  • Why Join Us?

  • Opportunity to work with a leading wealth management brand.
  • Attractive performance-based incentives.
  • Dynamic and growth-oriented work environment.
  • If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with you!

    Apply Now or share your profile at [sumit.patel@tigihr.com / https : / / tigihr.com / job-details / 3420 / wealth-manager-hni-acquisition / in-delhi]

    Create a job alert for this search

    Wealth Manager • Delhi, Delhi, India

    Related jobs
    • Promoted
    • New!
    Wealth Manager | Private Banker | Pan India

    Wealth Manager | Private Banker | Pan India

    MetaMorphDelhi, India, India
    Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune.We’re expanding our Wealth Management team and looking for seasoned. Private Bankers / Senior Wealth ...Show moreLast updated: 12 hours ago
    • Promoted
    Wealth Manager-AMC

    Wealth Manager-AMC

    HireginieDelhi, India
    A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strate...Show moreLast updated: 16 days ago
    • Promoted
    Merits Capital - Senior Wealth Manager

    Merits Capital - Senior Wealth Manager

    Merits Capital Market ServicesDelhi NCR, India
    Key Responsibilities : - Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sal...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    TIGI HRDelhi, India, India
    Wealth Manager – HNI Acquisition (Asst.Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi.We are seeking highly motivated and dynamic professionals to join our team as.We...Show moreLast updated: 8 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Integrated Personnel Services LimitedDelhi, India, India
    Location : Delhi, Hyderabad, Bangalore, Chennai.Key Responsibilities & Accountabilities.Will be responsible for primarily selling Equity based investment products. Responsible for identifying custom...Show moreLast updated: 10 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Nuvama WealthDelhi, India
    Wealth Manager | Partner Business.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.Estab...Show moreLast updated: 10 days ago
    • Promoted
    Engagement Manager

    Engagement Manager

    NIITDelhi, India
    At NIIT, we’re transforming the way the world learns, for the better.That’s why the world’s best-run learning functions across 30 countries trust us with their learning and talent.Since 1981, we ha...Show moreLast updated: 16 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Moneyfrog Financial Services Pvt. Ltd.Delhi, India
    Job Description : Relationship Manager - Wealth.Experienced (Minimum 3 years) : .Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: 16 days ago
    • Promoted
    Wealth Relationship Manager

    Wealth Relationship Manager

    Wise FinservDelhi, India
    This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow.The role involves client acquisition, financial planning, and portfolio management, with a focus on de...Show moreLast updated: 10 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    ConfidentialGurgaon / Gurugram, Delhi NCR, Delhi
    Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI / NRI / UHNI segment. Develops, manages, and expands Yes cust...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager - Coimbatore

    Wealth Manager - Coimbatore

    upGrad RekrutDelhi, India
    A wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction.Key dutie...Show moreLast updated: 10 days ago
    • Promoted
    Private Wealth Manager

    Private Wealth Manager

    equentisDelhi, India
    Broader Role / Responsibilities : .Acquisition of Wealth Clients : .Wealth Manager will be responsible for acquiring & advising HNI clients. Affluent & Super Affluent client base from the existing pool ...Show moreLast updated: 10 days ago
    • Promoted
    Urgent Opening- Sr Manager / Chief Manager- Wealth Management

    Urgent Opening- Sr Manager / Chief Manager- Wealth Management

    Bajaj Capital LtdDelhi, India, India
    Urgent Opening- Sr Manager / Chief Manager / Wealth Management.Designation- Sr Manager / Chief Manager / Wealth Management. Develop and provide solutions to the client’s basis their requirements.Conduct ...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    MetaMorphDelhi, India
    Job Responsibilities __________________________________________________________________________________ .Customer Acquisition Minimum of 1 Cr. Financial Planning (FP) and Portfolio Services  Execu...Show moreLast updated: 2 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Star Union Dai-ichi Life Insurance Company LimitedDelhi, India
    The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and dr...Show moreLast updated: 16 days ago
    • Promoted
    Wealth Management Advisor Dubai

    Wealth Management Advisor Dubai

    prosperity servicesDelhi, India
    This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 16 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    KG Engineering & ConsultancyDelhi, India, India
    Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 2 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    iRageDelhi, India
    The Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIF...Show moreLast updated: 16 days ago
    • Promoted
    Subject Matter Expert Wealth Management

    Subject Matter Expert Wealth Management

    QualityKiosk TechnologiesDelhi, India
    Role Overview We are seeking an experienced Wealth Management Subject Matter Expert (SME) to lead the design, validation, and delivery of digital wealth management and investment advisory journeys....Show moreLast updated: 10 days ago
    • Promoted
    Engagement Manager

    Engagement Manager

    StraiveDelhi, India
    Role- Engagement Manager Location- Mumbai Work Mode- Hybrid.AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights.Backed by EQT...Show moreLast updated: 8 days ago