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Wealth Manager Jobs in Kolkata

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Bajaj Capital Limited 3.7(299 reviews) 2-7 yrs Delhi NCR, Mumbai, Pune, Kolkata, Ahmedabad, Gurgaon, Vadodara
revenue generation, relationship management, hni client handling...
Why should you be a part of us: Best leaders form our umbrella brand|Candidates having experience in Mutual funds or Life Insurance will be ...
INR 3,50,000 - 8,50,000 PA.
Posted by AAKANKSHI KACHROO , 1 day ago
Manzil Placement 3-8 yrs Delhi NCR, Kolkata, Mumbai
Wealth Management, hni, Sales, Mutual Funds, Private Banking, Cross Selling...
Not disclosed
Posted by Amit Kapoor , 1 day ago
The Recruiters 7-12 yrs Ahmedabad, Bengaluru, Delhi, Hyderabad, Kolkata, Mumbai, Pune, Surat, Vadodara
Wealth Management, Portfolio Management, Banking, Asset Management...
Desirable Candidate Profile,Experience : - Understanding in Equities MF,tax planning,financial planning,profiling,fixed income and exotic ...
Not disclosed
Posted by HR , 2 days ago
Bajaj Capital Limited 3.7(299 reviews) 1-6 yrs Mumbai, Kolkata, Ahmedabad
relationship management, investment advisory, portfolio management...
The job profile is of Relationship Manager/Sr Relationship Manager, who will be responsible for managing the portfolio of the clients for ...
INR 1,50,000 - 6,00,000 PA.
Posted by Meenakshi Sharma , 1 day ago
Bharti AXA Life Insurance Company Ltd. 3.9(543 reviews) 1-3 yrs Kolkata
Direct Marketing, Life Insurance, Insurance, investments sales...
Graduate|Minimum 1 year of sales experience (Financial Executives will have less than one year of experience)|Prior experience in Insurance ...
INR 1,75,000 - 3,75,000 PA.
Posted by Manashi Doshi , 1 day ago
Karvy Stock Broking Limited 7-12 yrs Kolkata
hni, mis reporting, product research, investment, business development...
Not disclosed
Posted by Priyanka Bhattacharya , 5 days ago
WIKATA CONSULTING SERVICES PRIVATE LIMITED 5-10 yrs Kolkata
Customer Service, Wealth Management, Product Sales, Branch Management...
Previous experience in respective locations will be preferred Threshold Competencies Execution with speed Ability to get the job done and ...
INR 5,00,000 - 12,00,000 PA.
Posted by Tarun Bhagat , 2 days ago
The HR Gallery 2-7 yrs Kolkata
Client Management, HNI, HNI Relationship Manager, Portfolio Management...
Also,to review their investment needs to determine whether market changes,life changes,economic changes,or financial performance indicate a need ...
Not disclosed
Posted by Rupam Banerjee , 3 days ago
Crest manpower solutions pvt ltd 3-8 yrs Bengaluru, Pune, Kolkata, Mumbai, Ahmedabad
relationship management, bonds, hni client handling, mutual funds...
Personal Attributes Good communication,presentation skills Good knowledge in investment products Formal Qualification: GRADUATION (Compulsory ...
INR 3,00,000 - 6,00,000 PA.
Posted by MUSKAN , 7 days ago
Manzil Placement 3-8 yrs Delhi NCR, Bengaluru, Kolkata
Wealth Management, hni, Sales, Mutual Funds, Private Banking, Cross Selling...
Not disclosed
Posted by Amit Kapoor , 5 days ago
Manzil Placement 3-8 yrs Delhi NCR, Kolkata, Bengaluru
Wealth Management, hni, Sales, Mutual Funds, Private Banking, Cross Selling...
Not disclosed
Posted by Amit Kapoor , 7 days ago
Manzil Placement 3-8 yrs Bengaluru, Chennai, Kolkata
Wealth Management, hni, Sales, Mutual Funds, Private Banking, Cross Selling...
Not disclosed
Posted by Amit Kapoor , 7 days ago

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Bajaj Capital Limited 3.7(299 reviews) 0-2 yrs Kolkata
Certified Financial Planner, Wealth Management, New Client Acquisition...
This is an opportunity for Certified Financial Planner/ Chartered Wealth Manager ...
INR 3,00,000 - 4,00,000 PA.
Posted by Reshma Mendon , 14 days ago
Crest manpower solutions pvt ltd 3-8 yrs Bengaluru, Pune, Kolkata
relationship management, bonds, hni client handling, mutual funds...
Personal Attributes Good communication,presentation skills Good knowledge in investment products Formal Qualification: GRADUATION (Compulsory ...
INR 3,00,000 - 6,00,000 PA.
Posted by kanika , 8 days ago
Manzil Placement 3-8 yrs Kolkata, Mumbai, Bengaluru
Wealth Management, hni, Sales, Mutual Funds, Private Banking, Cross Selling...
Not disclosed
Posted by Amit Kapoor , 11 days ago
Teamlease Servcies limited 3-8 yrs Kolkata
wealth, hnw, hni, wealth manager, client acquisition, wealth management...
Looking for wealth managers from BFSI industry to work with our leading banking client across Kolkata NOTE : ...
INR 8,00,000 - 15,00,000 PA.
Posted 10 days ago
Karvy Stock Broking Limited 7-12 yrs Kolkata, Bhubaneshwar, Guwahati, Jamshedpur, Ranchi
hni, mis reporting, product research, investment, business development...
INR 8,00,000 - 18,00,000 PA.
Posted by Mohd Haris , 30+ days ago
Saisun Outsourcing Services Pvt Ltd 2-7 yrs Chennai, Hyderabad, Kolkata
equity sales, Mutual Funds, HNI Sales, Sales, Broking, pms wealth manager...
INR 2,00,000 - 7,00,000 PA.
Posted by Mohit Soni , 17 days ago
Crest manpower solutions pvt ltd 3-8 yrs Kolkata, Mumbai, Pune
relationship management, bonds, hni client handling, mutual funds...
Personal Attributes Good communication,presentation skills Good knowledge in investment products Formal Qualification: GRADUATION (Compulsory ...
INR 3,00,000 - 6,00,000 PA.
Posted by swati , 21 days ago
Manzil Placement 3-8 yrs Kolkata, Delhi NCR, Chennai
Wealth Management, hni, Sales, Mutual Funds, Private Banking, Cross Selling...
Not disclosed
Posted by Amit Kapoor , 30 days ago
Emkay Wealth Management 5-10 yrs Pune, Mumbai, Delhi NCR, Bengaluru, Kolkata, Hyderabad
HNI Relationship Manager, wealth senior relationship manager...
Job Responsibilities / Key Deliverables: Customer Acquisition Minimum of 1 crore and above investable surplus Financial Planning (FP) and ...
Not disclosed
Posted by Nelson Kamble , 10 days ago
ProntoeHR Services 4-9 yrs Kolkata
HNIs, AUM, HNI Acquisition, Wealth Manager
Graduate / Post graduate 2yrs- 10 yrs of Sales experience in direct selling of financial products from any financial services industry|Equity/ ...
Not disclosed
Posted by HR , 30+ days ago
Anand Rathi Share and Stock Brokers Limited 3.7(171 reviews) 10-20 yrs Kolkata
wealth, client relationship management, preferred relationship manager...
Experience of advising clients across asset classes;Relationship Managers with prior experience working in a Private Bank/Wealth Management, set ...
INR 8,00,000 - 15,00,000 PA.
Posted by Ganesh Sarkhot , 30+ days ago
Bajaj Capital Limited 3.7(299 reviews) 1-6 yrs Kolkata, Dhanbad, Siliguri
Wealth Management, Mutual Funds, New Client Acquisition, Cross Selling...
We are looking for candidates with 1 - 5 years experience in wealth management products specially mutual funds,insurance in Direct Sales ...
INR 2,50,000 - 6,00,000 PA.
Posted by Pawan Prasad , 3 days ago

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Bajaj Capital Limited 3.7(299 reviews) 1-6 yrs Kolkata
Wealth Management, Mutual Funds, New Client Acquisition, Cross Selling...
We are looking for candidates with 1 - 8 years of relevant experience in wealth management products specially mutual funds,insurance|Date - 2nd ...
INR 2,00,000 - 5,00,000 PA.
Posted by Sneha Chhabria , 24 days ago
Bajaj Capital Limited 3.7(299 reviews) 1-6 yrs Kolkata
Wealth Management, Mutual Funds, New Client Acquisition, Cross Selling...
We are looking for candidates with 1 - 8 years of relevant experience in wealth management products specially mutual funds,insurance|Date - 10th ...
INR 2,00,000 - 6,00,000 PA.
Posted by Yashi Singh , 16 days ago
Bajaj Capital Limited 3.7(299 reviews) 1-6 yrs Mumbai, Kolkata, Guwahati, Patna, Pune, Muzaffarpur
investment advisory, cross selling, CFP, Revenue Generation, life insurance...
The job profile is of Relationship Manager/Sr Relationship Manager, who will be responsible for managing the portfolio of the clients ...
INR 2,50,000 - 7,50,000 PA.
Posted by Yashi Singh , 30+ days ago
Swastika Investmart LTD 3.5(48 reviews) 4-9 yrs Bhubaneshwar, Kolkata, Patna
revenue generation, haridwar, shimla, team handling, stock broking, sirsa...
Should remain updated about the present market scenario and financial market products and trends|Should have good team handling and leadership ...
INR 3,75,000 - 6,00,000 PA.
Posted by Ratna Rajvaidhya , 11 days ago
Yes Bank Ltd 3.7(1670 reviews) 3-8 yrs Kolkata
wealth, hnw, hni, wealth manager, wealth advisor
Not disclosed
Posted 23 days ago
Spectrum 1-5 yrs Kolkata, Delhi, Mumbai
Mutual Funds, Life Insurance, Direct Sales, Banking, HNI Client Handling...
Experience: 1year to 5 years in BFSI sales Qualification: Graduation Mandatory CTC 3 Lacs to 7 Lacs Location - Mumbai,Delhi,Kolkata Call Bhakti ...
INR 3,00,000 - 7,00,000 PA.
Posted 22 days ago
Waytogo Consultants Pvt Ltd 4-9 yrs Delhi NCR, Kolkata, Bengaluru
private wealth, Maintenance Management, HNI, Sales, Profitability...
Key Responsibilities : To manage the center profitability by constantly endeavoring to bring up productivity and also ensuring ...
INR 4,00,000 - 8,00,000 PA.
Posted by Vikram Tewari , 30+ days ago
GIPS Consultancy Services 3-7 yrs Kolkata
Wealth Management, Product Management, Regional Product Manager, Sales...
Wealth Management Experience profile preferred Job description : (Including key responsibilities, deliverables ...
Not disclosed
Posted by HR , 30+ days ago
Manzil Placement 3-8 yrs Chennai, Kolkata, Bengaluru
wealth, hni, pcg sales, hni acquisition, cross selling, mutual funds sales,...
Not disclosed
Posted by Mr.Tushar Bhattacharjee , 25 days ago
Manzil Placement 3-8 yrs Bengaluru, Chennai, Kolkata
wealth, hni, pcg sales, hni acquisition, cross selling, mutual funds sales,...
Not disclosed
Posted by Mr.Tushar Bhattacharjee , 30 days ago
Gravity Manpower Consultants Pvt Ltd. 5-10 yrs Kolkata
Real Estate Marketing, HNI, premier banking, relationship management...
Not disclosed
Posted by Jay Vardhan , 23 days ago
Teamlease Servcies limited 3-8 yrs Kolkata
wealth, insurance, hni, amfi, mutual fund, high end, investment, high net...
We have an urgent opportunity with a Bank the role of Relationship Manager - Preferred RM /Imperia RM based at ...
INR 5,00,000 - 15,00,000 PA.
Posted by HR SHALINI , 8 days ago

Wealth Manager courses and certifications

Manzil Placement 4-9 yrs Mumbai, Bengaluru, Kolkata
area management, Area Head, area manager, investments sales...
Not disclosed
Posted by Amit Kapoor , 7 days ago
WIKATA CONSULTING SERVICES PRIVATE LIMITED 3-8 yrs Kolkata, Bengaluru
reviews & financial check - ups, Total Client Ownership...
Good analytical skills, ability to understand client needs and sell range of pdts;Good Presentation skills & networking skills ability to ...
INR 3,00,000 - 8,00,000 PA.
Posted by Tarun Bhagat , 30+ days ago
WIKATA CONSULTING SERVICES PRIVATE LIMITED 3-8 yrs Kolkata
Amfi, Wealth Management, Business Banking, IRDA, Branch Management...
The targets should be delivered using relationship management and tacticalstrategies to acquire new clients, deepen, cross sell, engagement of ...
INR 5,00,000 - 8,00,000 PA.
Posted by Tarun Bhagat , 30+ days ago
Manzil Placement 4-9 yrs Mumbai, Hyderabad, Kolkata, Ahmedabad, Chennai, Bengaluru
area management, Area Head, area manager, investments sales...
Not disclosed
Posted by Amit Kapoor , 11 days ago
Amrit Consultancy 4-9 yrs Delhi NCR, Kolkata, Agra, Bhubaneshwar, Delhi, Indore, Bhilai/Bhillai, Bhopal, Gwalior
wealth agent, life insurance agent, retail distribution, insurance advisor,...
INR 2,50,000 - 3,00,000 PA.
Posted by Neha Singh (HR) , 10 days ago
XSearch HR Services 3-8 yrs Kolkata, Delhi
NSE, Team management, Wealth management, IRDA, Talent acquisition, Service,...
Not disclosed
Posted 30+ days ago
Amrit Consultancy 4-9 yrs Indore, Kolkata, Bhubaneshwar, Delhi NCR, Delhi, Agra
wealth agent, life insurance agent, retail distribution, insurance advisor,...
INR 2,50,000 - 3,00,000 PA.
Posted by Anamika Mishra (HR) , 16 days ago
AxmiYaN HR Solutions Private Limited 2-6 yrs Gurgaon, Bengaluru, Jabalpur, Pune, Kolkata
Relationship
Not disclosed
Posted 30+ days ago
Propel Services 1-6 yrs Kolkata, Bhubaneshwar, Ranchi
MEDIA SELLING, MARKETING, FMCG, PHARMA SALES, RETAIL SALES, TRAVEL INDUSTRY...
INR 1,25,000 - 6,25,000 PA. High incentives
Posted by Deepak sonthalia , 12 days ago
Propel Services 1-6 yrs Kolkata, Bhubaneshwar, Guwahati
MEDIA SELLING, MARKETING, FMCG, PHARMA SALES, RETAIL SALES, TRAVEL INDUSTRY...
INR 1,25,000 - 6,25,000 PA. Annual Ctc+incentives(best in i...
Posted by Neha , 12 days ago
Propel Services 1-6 yrs Kolkata, Patna, Ranchi
MEDIA SELLING, MARKETING, FMCG, PHARMA SALES, RETAIL SALES, TRAVEL INDUSTRY...
INR 1,50,000 - 6,50,000 PA. High incentives
Posted by Deepak sonthalia , 12 days ago
Propel Services 1-6 yrs Kolkata, Guwahati, Patna
MEDIA SELLING, MARKETING, FMCG, PHARMA SALES, RETAIL SALES, TRAVEL INDUSTRY...
INR 1,50,000 - 6,50,000 PA. High incentives
Posted by Deepak sonthalia , 12 days ago
Standard Chartered Bank Ltd 4.0(846 reviews) 1-4 yrs Kolkata
Housekeeping, Sales planning, Sales, Wealth management, MIS, Reconciliation...
Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current / Savings / Term deposits], ...
Not disclosed
Posted 1 day ago
Propel Services 2-7 yrs Kolkata, Bhubaneshwar, Ranchi
MEDIA SELLING, MARKETING, FMCG, PHARMA SALES, RETAIL SALES, TRAVEL INDUSTRY...
INR 1,25,000 - 6,25,000 PA. High incentives
Posted by Deepak sonthalia , 30+ days ago
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