Wealth Manager

**Sub Department**: General - Wealth Management**Department**: Wealth Management

About InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...

Job Title: Head of Wealth ManagementCompany Overview: Our company is currently looking for a dynamic Head of Wealth Management to lead and drive the growth of our new wealth management division.Position Summary:The Head of Wealth Management plays a crucial role in spearheading the launch and expansion of our wealth management division. This position calls...

Responsible for acquiring NTF (new to thefirm) clients revenue generation and maintenance of relationshipwith HNI/UHNI & corporate clients and offer wealth advisoryservices. Need to ensuregrowth of AUM or book size. Experience: 5 Years of Wealth Management experience in theindustry/ Must be from Wealth Platform or bankingbackground.

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Company DescriptionSatco Wealth Private Limited specializes in 4 domains of Wealth Management - Wealth Creation, Wealth Preservation, Wealth Protection, and Wealth Transmission. We help clients understand their life goals and convert them into financial objectives. Our research team constantly monitors macro and micro-economic indicators to filter the...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

About InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...

Role & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...

Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required

Job DescriptionAccount ManagerAn accountmanager (AM) role is to support the RM in maintaining and buildingthe RM wealth management business.Role:1)FinancialPlanning Portfolio Strategy and Reportinga.Assistingthe RM in making of financial plans for clients keeping in mindi. Clientrequirement andii. Our 2point strategy by following the 6 step...

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...

Role-Relationship Manager – Sales (Wealth Management)Salary-As per industry standardFull Time We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients,...

Role-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full Time · We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. · The role holder will be responsible for acquiring NTF (new to the firm)...

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...

Job Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

Candidate's Profile: The candidate will be an experienced Sales professional with a proven track record in building and nurturing relationships with national distributors (NDs) and wealth managers across financial assets. The primary responsibility of this role is to cultivate strong relationships with NDs and wealth managers to promote and sell fixed income...

Roles &Responsibilities Heading the product management for Wealth & AlliedProducts Build new verticals for expandingbusiness relationships to allied industries including butnotlimited to fixed deposits insurancewellness and mutual funds Lead Digital Salesfor Wealth & Allied ProductsAcquisition of Institutional Partners Deepening Relationships andIncreasing...