No longer accepting applications
![Wealth Manager [Urgent]](https://cdn-logos.talent.com/v1/logo/image?feedcode=jobtraffic-in&company_name=Integrated%20Personnel%20Services%20Limited){kind=logo}
Wealth Manager [Urgent]
Integrated Personnel Services LimitedIndia9 days ago
Job descriptionGraduate / Post graduate 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity / Mutual Fund / Commodity / Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs / UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills
Job Role : Wealth Manager
Experience : 2 to 5 years
Location : Delhi, Hyderabad, Bangalore, Chennai
Key Responsibilities & Accountabilities
- Will be responsible for primarily selling Equity based investment products.
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Provide regular updates to the immediate superior as an when required
Required Education, Skill Set & Knowledge
If interested share your CV at arshita.shetty@ipsgroup.co.in
Create a job alert for this search
Wealth Manager • India
Related jobs
- Promoted
Wealth Manager
MetaMorphIndia Customer Acquisition Minimum of 1 Cr.Cr and above investable surplus.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.Manage Private Wealth, ...Show moreLast updated: 4 days ago
- Promoted
Wealth Management Advisor Dubai
prosperity servicesIndia 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: 30+ days ago
- Promoted
Fundraising & Partnerships Manager
Talent Corner HR Services Pvt LtdIndia We are FCRA certified not-for-profit organization tackling early childhood malnutrition, primarily in remote and marginalized communities.
Since 2016, we have reached over 2 lakh beneficiaries acros...Show moreLast updated: 12 days ago
- Promoted
▷ Immediate Start : Wealth Manager
Integrated Personnel Services LimitedIndia Position - Wealth Manager for Clients.Company - Registered investment advisory company.Location - Chennai , Hyderabad, Bangalore , Delhi.
Job Role Channel Partner DSA / Channel / Advisors Acquisition.Dr...Show moreLast updated: 5 days ago
- Promoted
Wealth Manager
TIGI HRIndia Wealth Manager – HNI Acquisition (Asst.Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi Experience : .
About the Role We are seeking highly motivated and dynamic professio...Show moreLast updated: 11 days ago
- Promoted
Wealth Manager
equentisIndia 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: 30+ days ago
- Promoted
Wealth Relationship Manager
Wise FinservIndia Role Description 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, w...Show moreLast updated: 12 days ago
- Promoted
Fisdom - Wealth Manager
Finwizard Technology Pvt. Ltd., India Fisdom - Wealth Manager About the Role : We're looking for enthusiastic, agile, and young-at-heart Wealth Managers who thrive in a fast-paced, growth-...Show moreLast updated: 10 days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedIndia, India 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: 30+ days ago
- Promoted
Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.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: 30+ days ago
- Promoted
Wealth Manager
KG Engineering & ConsultancyIndia Job Specifications Role Designation : Sr RM / RM Investment Products Department : Investment Products Function : Sales / Wealth Management Company : MOFSL Reporting to : Cluster Manager Location : Delhi, Noi...Show moreLast updated: 4 days ago
- Promoted
Wealth Manager
Integrated Personnel Services LimitedIndia 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: 30+ days ago
- Promoted
- New!
Urgent : Wealth Manager
Integrated Personnel Services LimitedIndia Position - Wealth Manager for Clients.Company - Registered investment advisory company.Location - Chennai , Hyderabad, Bangalore , Delhi.
Job Role Channel Partner DSA / Channel / Advisors Acquisition.Dr...Show moreLast updated: less than 1 hour ago
- Promoted
Subject Matter Expert Wealth Management
QualityKiosk TechnologiesIndia 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: 12 days ago
- Promoted
Wealth Relationship Manager
Standard Chartered BankIndia This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show moreLast updated: 7 days ago
- Promoted
- New!
Sr. Wealth Relationship Manager -(5+ years of experience in Wealth Management / Financial Planning / CA
Talent Corner HR Services Pvt LtdIndia We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.Wealth Management -RM / Financial Planning / Product.
Experience in Wealth Management ...Show moreLast updated: 4 hours ago
- Promoted
Wealth Manager - Coimbatore
upGrad RekrutIndia 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: 12 days ago
- Promoted
Wealth Manager
Star Union Dai-ichi Life Insurance Company LimitedIndia 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: 30+ days ago
- Promoted
Wealth Manager | Private Banker | Pan India
MetaMorphIndia 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: 2 days ago
- Promoted
Account Manager - Wealth Management
Anand Rathi Wealth LimitedIndia Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).Established in 2002,...Show moreLast updated: 2 days ago