Investment Strategist – Wealth Management

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Nuama Wealth OverviewAt Nuama Wealth, we strive to provide exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their financial goals and objectives.Functional Responsibilities/KPIs:1. Building strong relationships with partners to generate sales for various financial products,...

About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

About Bhaarat Wealth GroupBhaarat Wealth Group (BWG) is a pioneering investment firm that excels in high-return land investments. With a proven track record of delivering exceptional returns, we empower individuals and investors to grow their wealth through strategic land investments.Our latest project is in a prime location, following successful ventures in...

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

The Executive Centre is seeking an exceptional Investment Strategist to join its Investment Management Team and drive business growth through innovative investment strategies.This role is perfect for individuals who enjoy analyzing complex financial data and identifying opportunities for growth.In this position, you will be responsible for building and...

Position Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role : ...

Exciting Career Opportunities in Wealth Management & PMS Sales [multiple opportunities]We are hiring for topWealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking OutfitsacrossMumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities) We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If you're looking to elevate your career in the financial services industry, we have fantastic roles for you...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

Role: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...

Job DescriptionRole: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA...

Company DescriptionGoldStandard Wealth is a SEBI Registered Portfolio Management startup focused on democratizing portfolio management. The company caters to eligible individuals, offering them a foundation to launch their Fund Management careers without any net-worth criteria and technological & physical infrastructure requirements. So whether you're a...

About Us:Bhaarat Wealth Group is a leading investment firm specializing in high-growth land investments, offering guaranteed 2.5 X returns in 18-24 months. Our strong presence in Gurugram and ongoing projects in Ayodhya have led to our expansion into Mumbai.We are seeking an experienced and dynamic Head of Recruitment to lead our talent acquisition efforts,...

Location : Lower Parel, Mumbai Position: Wealth Manager Private Wealth. Broader Role / Responsibilities: Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...

Job SummaryThis is a key role within our organization that involves building and maintaining strong relationships with High Net Worth customers. The successful candidate will be responsible for profiling customers, providing financial products, and ensuring high levels of service.Main Responsibilities- Achieving sales targets through cross selling and...

Service Head WM (No Sales Role, Only Service) team handling role Broad JD / Skills Responsibilities Previous experience in Wealth Management Operations & servicing client investment requirements. Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc. Back-end support & co-ordination with...