7 asset manager jobs found for you.

Key Responsibilities:    •    Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives.    •    Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.).    •    Cross-sell banking and wealth management products to maximize wallet share.    •    Manage existing client relationships to ensure high levels of

Job Title: Wealth Manager Location: Indore (On-site) Department: Sales & Real Estate Investments Reporting To: Financial Manager / CEO Key Responsibilities (KRAs): Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms, investment bankers, and AIF Cat-II fund managers. Build relationships through trust, market insight, and value-driven conversations Real Estate Investment Advisory:Consult clients

Key Responsibilities (KRAs):● Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms,   investment bankers, and AIF Cat-II fund managers. Build relationships through trust,market insight, and value-driven conversations.● Real Estate Investment Advisory: Consult clients on Organization co-investment offerings, explaining structure, returns,   exit planning, and the India Tier 2 growth story backed

•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under

•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under

•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under

Job DiscriptionBuild and manage a B2C portfolio of clientsPlan and manage new account onboarding process, asset transfers and other account service requestsBuilding a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.Build continuous AUM (assets