Relationship Wealth Manager

About 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...

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...

Relationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

Job descriptionLARGEST WEALTH MANAGEMENT COMPANY IS HIRINGRole & responsibilitiesWealth Manager HNI AcquisitionExperience : 2 - 10 YearsLocation : Mumbai and BangaloreKey Responsibilities & Accountabilities :• Will be responsible for primarily selling Equity based investment products.• Responsible for identifying customer needs, assessing their risk...

Job Summary:We are seeking an experienced and dynamicSenior Relationship Managerto join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...

— Remote Independent Contractor — flexible alongside existing role Commission-based — earn on every client you introduce or guide "What's my Plan B?""Where should I diversify?""How can I set up my kids to study in Europe?"If you work in wealth management, private banking, or family office advisory, you've heard these questions. Your clients are...

Hiring for leading NBFCsRole- Wealth RM/Private BankerGrades: AVP/VP/SVP (discussed on current profile)CTC: Negotiation on last drawn CTC(Excellent incentive structure)Location- Hiring PAN IndiaKEY RESPONSIBILITIES AND ACCOUNTABILITIESAccountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement...

Company DescriptionTradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

Reports to: AVP, Business HeadCTC Range: ₹4 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 analytical and multitasking capabilitiesSelected Intern's...