1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
40.00 LPA TO 50.00 LPA
Playing Captain / Team Leader
Main Responsibility
Manage 3–8 RMs
Drive team revenue
Acquire large clients
Mentor RMs
Monitor pipeline and conversions
Team Target Example
Team AUM: ₹200 Cr – ₹500 Cr
Team Revenue: ₹3 Cr – ₹8 Cr
Join one of India's fastest growing wealth management platforms
What We Offer:
* Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...
2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years
Job Description
As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, ...
6 Opening(s)
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 30.00 LPA
Financial
To contribute to the achievement of the financial targets and business composition goals of the firm
Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
Undertake initiatives to drive ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
22.00 LPA TO 22.00 LPA
POSITION:
AVP - Institutional Sales
Business Unit:
Institutional Sales
Location:
New Delhi
Principal Accountabilities:
This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.
You Will Be Responsible For:
Handling Family offices Clients
Liaising for wealth advisory for Family offices.
Responsible ...
1 Opening(s)
12.0 Year(s) To 15.0 Year(s)
60.00 LPA TO 70.00 LPA
Finance
Contribute to achieving financial targets and business composition goals of the organization.
Achieve ROI that surpasses the benchmark index while managing acceptable risk levels.
Client
Guide Wealth Managers on the latest products to enhance their sales pitches.
Engage in internal discussions to develop house views across asset classes and create investment strategies.
Propose new product ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 18.00 LPA
The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.
Job description
Maintaining a deep knowledge of company products and services.
Building and maintaining strong relationships ...