Wealth Manager

Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...

Role & Responsibilities:To 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 and performance updates with clients to ensure...

To acquire, manage, and grow banking relationships with emerging corporate clients by providing working capital solutions, trade finance, transactional banking, and cross-sell of all relevant banking products. The role involves portfolio management, credit assessment, business development, and ensuring high customer satisfaction.Key ResponsibilitiesA....

Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. Work With the Largest & Most...

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 Description Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 70,000+ investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform provider (OBPP) registered with SEBI as a debt broker. We...

Job Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...

Position Overview:We are looking for a dynamic, well-presented, and client-focused Wealth Manager to join our Surat team. The ideal candidate will manage client relationships, provide investment advisory across multiple asset classes, oversee portfolio performance, and work closely with our internal operations team.Key Responsibilities:Acquire, manage, and...

Job Description Company Description Established in 1995, Mirae Asset Sharekhan is a pioneer in introducing online trading in India. Serving over 3.1 million clients through 120+ branches and 4,400+ business partners, it has built a strong reputation in wealth creation. The company offers an extensive range of financial solutions, including Mutual Funds,...

Job Description Company Description SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management...

Job Description Wealth Relationship Manager (Wealth RM) Role: Wealth Relationship Manager Department: Wealth Location: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/Gorakhpur To acquire, manage, and grow a portfolio of affluent / high-net-worth clients by providing tailored wealth management solutions, delivering superior customer experience, and ensuring...

Job Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across...

Job Title: Wealth Management ProfessionalJob DescriptionWe are seeking a skilled and experienced Wealth Management Professional to join our team. As a key member of our Wealth Management division, you will be responsible for developing and implementing solutions that meet the needs of our clients.Conduct timely and regular follow-ups with leads and tag them...