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Job openings for wealth manager in bangalore

Wealth Manager



� The relationship manager responsibilities include bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions.

� Dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds.

� Have excellent communication skills and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone.


� Create customized financial plans based on investment goals, risk, and performance.

� Manage investment portfolios, make investment decisions, and monitor asset performance.

� Minimize tax liabilities through tax-efficient investments.

� Build and maintain strong client relationships on behalf of their organization.

� Strong grasp of different types of asset classes, including MF, AIF, PMS, Insurance, and other structured products.

� Familiar with financial and compliance regulations and fiduciary responsibilities


� Master's degree in Finance, MBA or equivalent qualification

� Minimum of 5-15 years of experience in Wealth management

� Proven track record of success in a similar role

� Excellent leadership, organizational, and communication skills

� Strong knowledge of products and taxation.

� Ability to identify and mitigate risks and make sound business decisions.

� Candidates with IRDA, NISM-VA certification will be preferred.

� Familiar with financial and compliance regulations and fiduciary responsibilities

Experience 3 - 9 Years
Salary 6 Lac To 20 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Any Master Degree, M.B.A/PGDM, M.Com
Key Skills Mutual Funds HNI Sales

About Company

Contact Person HR Team
Mobile 9974297261
Email ID

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