This job offer is not available in your country.
Senior Manager / Chief Manager / Assistant Vice President - Wealth Management
Element SkillKolkata, India18 days ago
Job descriptionExceptional communication, interpersonal & client relationship management abilities. Strong analytical mindset with proven ability to understand client requirements and design effective solutions. Ability to perform under pressure while maintaining high emotional stability and professional integrity. Strategic thinking to identify opportunities for profitability and portfolio growth. 712 years of experience in Wealth Management / Financial Planning / Investment Advisory. Proven track record of AUM generation (minimum 30 Cr). Hands-on exposure across wealth instruments : Mutual Funds, PMS, AIF, Insurance, FDs, etc. Relevant industry certifications will be an added advantage. A client-first approach with the ability to deliver sustainable results.
Were Hiring!
Are you passionate about building long-term client relationships, driving financial growth, and managing large portfolios? We are looking for seasoned Wealth Management professionals to join our leadership team and take charge of high-value client portfolios.
Key Responsibilities :
- Develop and deliver customized financial solutions aligned with clients goals.
- Regularly engage with clients through reviews, portfolio updates, and personalized communications.
- Drive AUM growth by acquiring new clients, leveraging referrals, and deepening existing relationships.
- Upsell & cross-sell across wealth products (MFs, PMS, AIF, Insurance, FDs, etc.).
- Share insights on primary & secondary market trends, research updates, and new product offerings.
- Collaborate with regional marketing and product teams for campaigns and investor engagement initiatives.
- Ensure strict adherence to compliance, documentation, and internal processes.
Must-Have Skills :
Desired Candidate Profile :
If you are an ambitious wealth professional who thrives in a fast-paced environment and has consistently demonstrated success in growing AUM, we would love to connect with you.
Apply now or share your updated resume at khushi@elementskill.com and be a part of a high-performing team shaping the future of wealth management.
(ref : iimjobs.com)
Create a job alert for this search
Vice President • Kolkata, India
Related jobs
)
- Promoted
Engagement Manager
NIITKolkata, IN 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: 27 days ago
- Promoted
Vice President Operations
ArcanaKolkata, IN We’re hiring a dynamic and experienced Leader to head our Data & Integration Operations team.This role requires a strong mix of leadership, execution, and collaboration, ideally with experience in ...Show moreLast updated: 30+ days ago
- Promoted
Strategy Consultant - Field
I-PAC (Indian Political Action Committee)West Bengal, India, India I-PAC (Indian Political Action Committee) is a leading consulting firm that provides innovative, data-driven solutions to tackle the most complex campaign challenges.
We specialize in delivering str...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
Stack Wealthkolkata, west bengal, in Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent.
We believe the private wealth experience shouldn't be limited to a ...Show moreLast updated: 21 days ago
- Promoted
Vice President of Growth & Acquisition
RK Recruitment Pte LtdaKolkata, IN We are hiring a Vice President of Growth & Acquisition to lead our efforts in driving sustainable business expansion.The role focuses on building acquisition strategies, scaling user growth, and de...Show moreLast updated: 17 days ago
- Promoted
Senior Associate - Valuation
Cherry BekaertKolkata, IN As a Senior Associate, you will : .Primary activities will focus on the valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718 / 409A, ASC 820 and ASC 805, rea...Show moreLast updated: 24 days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedKolkata, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 6 days ago
- Promoted
Senior Project Manager
Zensar TechnologiesKolkata, IN Job Role- Senior Project Manager.Primary Skills- Strong experience with CISCO Products, CCW and CCWR, EA(Enterprise Agreement), Project Manager role.
Lead and manage Cisco Commerce projects from ini...Show moreLast updated: 7 days ago
- Promoted
- New!
Vice President of Sales
AviateKolkata, IN At Humantic AI, our mission is to humanize the internet.Our product is at the cutting-edge of AI, Psychology and large-scale data.
We believe that we have an opportunity (and even a responsibility) ...Show moreLast updated: 2 hours ago
- Promoted
Senior Manager - Strategic Partnership
GEDU ServicesKolkata, IN Partnership Development & Management.Identify, initiate, and formalize partnerships with Indian colleges and universities.
Negotiate MoUs and articulation agreements for student progression, twinnin...Show moreLast updated: 30+ days ago
- Promoted
Vice President of Technology and Innovation
University of the PeopleKolkata, IN Vandey provides outsourced instructional services to institutions of higher education and is seeking a candidate to work for Vandey to serve in a full-time role as a Vice President of Technology an...Show moreLast updated: 17 days ago
- Promoted
Senior Bid Manager
TagKolkata, IN Responsible for end-to-end management of B2B Sales Process (both New BiZ and Accounts) – right from PQQ / ITT / RFI until RFP / Closure stages helping the organization to achieve its Growth objectives.Pl...Show moreLast updated: 30+ days ago
- Promoted
Head of Strategic Development
CareerXperts ConsultingKolkata, IN This role requires a mix of strategic thinking, execution excellence, and cross-functional leadership to identify opportunities, manage complex initiatives, and ensure alignment with overall busine...Show moreLast updated: 6 days ago
- Promoted
Assistant Vice President – Practice SME-Agentic AI!
GenpactKolkata, IN Ready to build the future with AI?.At Genpact, we don’t just keep up with technology—we set the pace.AI and digital innovation are redefining industries, and we’re leading the charge.If you thrive ...Show moreLast updated: 24 days ago
- Promoted
Senior Strategic Sales Partner
JOBSFORTRAVELKolkata, IN Location : Metro & Tier-1 Cities (India).Holiday and travel Renowned company.Travel Tech experience is Mandatory.We are seeking a highly motivated and results-driven Senior Sales Manager with 4 to 8...Show moreLast updated: 27 days ago
- Promoted
Trial Manager
DeHaatWest Bengal, India, India DeHaat™, a leading Agri-Tech startup, offers end-to-end solutions to India's farmers using AI technologies.With a presence in 12 states, 11,000+ DeHaat Centers, and 503 FPOs, we impact 1.Our AI cro...Show moreLast updated: 4 days ago
- Promoted
- New!
Business Development Manager - Affiliate Partnerships
CustomGPT.aiKolkata, IN Workplace type : Remote — open to candidates worldwide (non-US focus).OpenAI, Google, Microsoft, Anthropic, Cohere, and Meta.
Our no-code AI platform brings custom AI to mid-market and SME Enterprise...Show moreLast updated: 2 hours ago
- Promoted
AVP Business Development
LSI GroupKolkata, IN Merchant Banker with its pan-India presence, is a one-stop window of comprehensive services in financial advisory, engineering, resolution, and valuation.
Our expertise spans Debt Syndication, Finan...Show moreLast updated: 25 days ago