Talent.com
This job offer is not available in your country.
Wealth Manager

Wealth Manager

TIGI HRDelhi, India, India
1 day 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, India, India

    Related jobs
    • Promoted
    Business Development Manager - Wealth Management

    Business Development Manager - Wealth Management

    Finvestfx.comDelhi, India, India
    Fin-Tech company founded by IIT and IIM alumni.The company is dedicated to disrupting global financial markets with innovative fin-tech solutions in Wealth Management. This is a full-time on-site ro...Show moreLast updated: 1 day 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
    Tide Platform - Wealth Management Manager

    Tide Platform - Wealth Management Manager

    TIDE PLATFORM TECHNOLOGY AND SERVICING PVT LTDDelhi NCR, India
    Wealth Management Manager As a Wealth Management Manager, youll be responsible for defining and executing Tides wealth management roadmap for small businesses.Youll b...Show moreLast updated: 11 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: 3 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Aviva IndiaDelhi, India
    HNWIs) and institutional investors while ensuring business growth and compliance.Recruit, manage and expand relationships with. Collaborate with internal teams for product positioning, marketing, an...Show moreLast updated: 9 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: 3 days ago
    • Promoted
    Relationship Manager - Wealth

    Relationship Manager - Wealth

    The Premier Consultants ( Recruitment Company )noida, delhi, in
    Role : Relationship Manager - Wealth.Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service pro...Show moreLast updated: 1 day ago
    • Promoted
    Sr Wealth Manager

    Sr Wealth Manager

    Talent Leads HR Solutions Pvt LtdDelhi, India
    Job Description (Wealth Sales) : 250 CR AUM only investment (MF / PMS / AIF).Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financia...Show moreLast updated: 3 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: 9 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 Mumbai & Ahemdabad.The role involves client acquisition, financial planning, and portfolio management, with a focus on ...Show moreLast updated: 3 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Stack Wealthgurugram, uttar pradesh, 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: 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: 3 days ago
    • Promoted
    Engagement Manager

    Engagement Manager

    NIITgurugram, uttar pradesh, 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: 30+ 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: 9 days ago
    • Promoted
    Kazam - Wealth Manager

    Kazam - Wealth Manager

    KazamGurugram, India
    Key Responsibilities - Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.Design and...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager / Investment Manager (Paid Consultancy Opportunity)

    Wealth Manager / Investment Manager (Paid Consultancy Opportunity)

    RONIN StudiesMeerut, IN
    RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 14 days ago
    • Promoted
    Wealth Management Intern

    Wealth Management Intern

    Zetheta Algorithms Private LimitedDelhi, 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: 24 days ago
    • Promoted
    Business Development Associate Trainee Wealth Manager

    Business Development Associate Trainee Wealth Manager

    deVere GroupGurugram, Haryana, India
    Vere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assista...Show moreLast updated: 11 days ago