Wealth Manager
19 hours ago
Job Description Title: Relationship Manager Location: Mumbai Work Experience: 4+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities. Role Overview The Relationship Manager position at InCred Value Plus offers an exciting opportunity to play a crucial role in building and maintaining strong relationships with clients. As a Relationship Manager, you will be responsible for cultivating partnerships with Independent Financial Advisors (IFAs) and guiding them through the intricate world of Mutual Fund Distribution (MFD) and other financial products distribution. Responsibilities - Develop and maintain strong relationships with IFAs, ensuring a deep understanding of their investment needs and preferences. - Provide comprehensive product knowledge and guidance on InCred Value Plus's portfolio offerings, ensuring IFAs are well-equipped to make informed decisions for their clients. - Conduct regular training sessions and seminars for IFAs to enhance their understanding of market trends and investment strategies. - Collaborate with IFAs to identify new business opportunities and cross-sell additional financial products. - Monitor and track the performance of InCred Value Plus's financial products, providing valuable insights to IFAs to help them optimise their investment portfolios. - Act as the primary point of contact for IFAs, handling any queries or concerns they may have. - Stay updated with the latest industry trends and regulations related to investment products, ensuring compliance requirements are met. - Provide excellent customer service to IFAs and their clients, ensuring a positive experience throughout their investment journey. - Collaborate with the marketing, sales, and product development teams to develop and execute strategies to drive business growth. Qualifications - Bachelor's degree in finance, business, or a related field. - Proven experience in a similar role in financial services, preferably with experience managing relationships with IFAs/ Franchisee. - In-depth knowledge of mutual funds, PMS, AIF, listed and unlisted bonds, MLDs, and unlisted equities. - Excellent communication and interpersonal skills, with the ability to build rapport and credibility with stakeholders. - Strong analytical and problem-solving skills, with the ability to analyse market trends and make data-driven decisions. - Proficient in Microsoft Office Suite and comfortable working with CRM software. - Ability to work independently and as part of a team. - Demonstrated passion for financial services and a commitment to delivering exceptional results.
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Wealth Manager
4 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
2 weeks ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...
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Content Writer
3 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
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Wealth Manager
1 day ago
Ahmedabad, Delhi, Mumbai, NCR, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...
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Nuvama - Wealth Relationship Manager
1 week ago
Mumbai, India Nuvama Wealth and Investment Limited Full timeJob Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...
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B2B RM Wealth Management
2 weeks ago
Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...
