SVP- Wealth Management

Key ResponsibilitiesSales Strategy Development: Develop short-term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.Client Relationship Management: Establish strong relationships with existing and potential clients, ensuring their needs are met and...

Job OverviewThe Regional Head position at Emkay Wealth Management is a key role responsible for driving the growth and success of our wealth management business in the region. This individual will lead a team of professionals to develop and implement sales strategies, manage client relationships, and contribute to the overall achievement of organizational...

About Us: We are revolutionizing the wealth management space by combining deep financial research with cutting-edge technology. As a fast-growing firm based in Delhi, we offer a dynamic environment where innovative ideas, data-driven insights, and technology intersect to create next-generation portfolio management solutions. We are committed to empowering...

Job DescriptionWork Level: Middle ManagementCore: Self Motivated, Result DrivenLeadership: DelegationRole:Industry Type: BankingFunction: Wealth ManagerKey Skills: Wealth Management,Ultra HNI,Relationship Management,Private Wealth,Portfolio ManagementEducation: PG/ MasterRole DescriptionThis is a full-time on-site role for a Wealth Management - Bank position...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

We are seeking an experienced Wealth Management Associate to join our team at Kotak Mahindra Bank Limited. As a Wealth Management Associate, you will be responsible for providing support to our wealth management team in managing the financial planning and investment needs of our high net worth individual (HNI) clients.Your key responsibilities will...

Job DescriptionJob Description :- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to achieve a...

About Prospurts ConsulcoProspurts Consulco is a boutique wealth management firm based in Delhi NCR. We focus on helping working professionals and entrepreneurs create long-term sustainable wealth through hyper-personalized plan-based approaches.Job DescriptionWe are seeking a skilled investment portfolio manager to join our team. Key responsibilities include...

Company OverviewProspurts Consulco is a boutique wealth management firm based in Delhi NCR. With over 500 families under its management, the company focuses on providing hyper-personalized plan-based solutions to working professionals and new-age entrepreneurs. Prospurts takes pride in its counter-cultural approach to wealth management, emphasizing long-term...

About the OpportunityTalent Corner HR Services Pvt Ltd is a respected leader in the financial services sector, offering a wide range of products and services to meet the diverse needs of our clients. We are currently seeking a highly motivated Wealth Management Professional to join our team.Key ResponsibilitiesAs a Wealth Management Professional, your...

About Neo Wealth And Asset Management:At Neo, we're redefining the world of wealth and asset management. Our cutting-edge platform is designed to cater to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and multi-family offices. We're driven by our three core pillars: unbiased advisory, transparency, and cost-efficiency. Our...

Job DescriptionWe have openings forWealth Manager.Location: DelhiSalary: 8 - 12lExp: 3 - 5 yearsDetails:Generate new business to achieve defined sales targets Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the key performance indicators at the highest level....

A Career at Neo Wealth and Asset ManagementWe're a dynamic Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Our team is passionate about delivering innovative solutions that meet the evolving needs of our clients. We're committed to fostering a culture of excellence, teamwork and continuous learning. We're...

**Company Overview**About Neo Wealth and Asset Management: Neo is a cutting-edge, focused wealth and asset management platform in India. We cater to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs), and multi-family offices.We stand on three pillars of unbiased advisory, transparency, and cost-efficiency, offering comprehensive and...

Senior Portfolio & Fund Research Analyst Location: Delhi, India Experience: 2-4 years Industry: Wealth Management | Fintech | Financial Services About the Role We are looking for a Senior Portfolio & Fund Research Analyst to join our investment research team. This role involves deep-dive fund analysis, financial modeling, and portfolio research ,...

About Neo Wealth and Asset Management:We are a forward-thinking, specialized Wealth and Asset Management platform in India, serving high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our organization is built on three foundational pillars: unbiased advisory, transparency, and cost-efficiency. We deliver...

About Neo GroupNearly two years ago, we embarked on a journey to revolutionize wealth and asset management in India. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, Neo has been built on three pillars: unbiased advisory, transparency, and cost-efficiency. Our goal is to offer trusted and reliable investment solutions that cater to the diverse needs of our...

RBL Bank is a leading private sector bank in India, committed to delivering exceptional financial services that meet the evolving needs of our clients. We are seeking an experienced Business Development Executive - Wealth Management to join our team.About the RoleThis is a key position in our business development team, responsible for identifying new...

Leading wealth management firm in the country Customised growth and learning opportunity About Our Client Well-diversified financial services company focused on wealth creation through knowledge. Job Description Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships ...