Talent.com
Bonanza
Wealth ManagerBonanza • Surat, IN
Wealth Manager

Wealth Manager

Bonanza • Surat, IN
30+ days ago
Job description
Job description:
  • Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
  • To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
  • To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • To achieve budgeted targets in terms of number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment.
  • To contact clients periodically and determine if they are satisfied with the service and returns generated.
  • To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
  • Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Preferred Qualification:
  • CFP / CFA / MBA in Finance / Marketing
Preferred Experience:
  • 5+ year experience in financial services/ Broking Company and Insurance sector
Key Skills:
  • Should be an individual performer
  • Handling a reasonable book size
  • Pleasant personality and good communication skills.
Functional Area:
  • Marketing
Job Location:
  • Mumbai, Indore, Surat, Delhi, Bangalore
Create a job alert for this search

Wealth Manager • Surat, IN

Similar jobs

Sales Business Development Manager

Magma Holding Companysurat, gujarat, in

We're Hiring: Sales & Business Development Manager – Luxury Packaging.Remote (Aligned with German Business Hours).We're looking for a highly driven.Sales & Business Development Manager.This is a hi... Show more

 • Promoted

Loyalty Program Manager

Loyyalmohali, gujarat, in

Loyyal is a leader in loyalty innovation, delivering an Enterprise SaaS Suite powered by patented blockchain technology.The company focuses on transforming the loyalty industry through greater effi... Show more

 • Promoted

Director - Demand Partnerships

strongmetricsmohali, gujarat, in

AI Assisted campaign management.We work with agencies, DSPs, and brands globally, and are expanding programmatic revenue across the US, Israel, and EU markets.This is a high-visibility role reporti... Show more

 • Promoted

Business Development Manager - (Renewable energy)

Jade Business Services (JBS)surat, gujarat, in

US-based Data & AI company helping renewable energy organizations accelerate their digital transformation through.AI-powered Forecasting, Energy Analytics, Scheduling, DSM Optimization, Energy Trad... Show more

 • Promoted

Business Development Manager - Direct Sales

Loyyalsurat, gujarat, in

Loyyal is a leader in loyalty innovation, offering an Enterprise SaaS Suite powered by patented blockchain technology.The company focuses on transforming loyalty programs by increasing efficiency, ... Show more

 • Promoted

Preschool Partner and Child Development Lead

Tiggie - Child Development Platformsurat, gujarat, in

Submitting an application on LinkedIn does not mean you have applied.To be considered for this partnership, you are required to attend our.Briefing date: Apr 23, 2026 05:00 PM IST.Register for the ... Show more

 • Promoted

Business Development Manager

Rose InternationalSurat, Gujarat, India

Business Development Executive/Manager (US Staffing Industry) We are seeking a proactive and dynamic Business Development Professional to drive new client acquisition and strengthen our market pre... Show more

 • Promoted

Business Development Manager - Partnerships

Loyyalmohali, gujarat, in

Loyyal builds enterprise loyalty and rewards infrastructure for some of the world's leading banks, airlines, retailers, and government programs.We are hiring a Business Development Executive - Part... Show more

 • Promoted

Relationship Manager

PetpoojaSurat, Gujarat, India

Job Description Summary: We are seeking a proactive Sales Person to drive the adoption of Invoice by Petpooja , Payroll by Petpooja, Task by Petpooja, and Purchase by Petpooja across multiple secto... Show more

 • Promoted

Growth & Lead Generation Manager (Remote)

First Choice Business Debt Solutionssurat, gujarat, in
Remote

First Choice Business Debt Solutions is dedicated to helping small businesses, particularly Construction, Trade, and Trucking companies, overcome financial hardships caused by Merchant Cash Advance... Show more

 • Promoted

Senior Regional Sales Manager

Jumbo Steels Limitedsurat, gujarat, in

Jumbo Steels Limited operates Jumbo TMX, a Surat-based TMT steel bar manufacturing unit focused on delivering 100% genuine, high-quality products that strengthen local infrastructure.The founders h... Show more

 • Promoted

Business Development Manager

The Language SKOOLsurat, gujarat, in

Job Title: Business Development Manager.Business Development Manager – The Language SKOOL.Experience: 4–8 Years (Insurance /EdTech / Education Sales Preferred).Salary: ₹20,000 – ₹45,000 per month (... Show more