Wealth Manager Jobs in Indore

3 Jobs Found

Wealth Manager Jobs in Indore

3 Jobs Found
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Full-time

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 firm More...

Employer Active Posted Today | Full-time | Easy Apply
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Full-time

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.) More...

Employer Active Posted Today | Full-time | Easy Apply
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Full-time

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 trustmarket insight and value-driven conversations. Real Es More...

Employer Active Posted Today | Full-time | Easy Apply