Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company

About Company

One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.

Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad

CTC - Best in industry

Job Role:

- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.
- Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies,
- Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
- Deliver solutions to clients based on their investment profile in consultation with product & research team.




- Periodic review of client portfolios in accordance with established procedures and/or timelines.
- Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
- Achieve revenue objectives as assigned by the organization.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
- Desired Candidature

- Must have relevant work experience in a Wealth management/Private Banking platform.
- Self-starter, proactive & target oriented.
- Solid networking & relationship building skills.
- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

If interested please share your updated resume on [email protected], you also may share the same with your friends who would be keen for this opportunity.

📌 Cluster Head/Regional Head - Wealth Management (Kolkata)
🏢 Talengage
📍 Kolkata