Relationship Manager | Wealth

Company OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

Company OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

Specialist/Relationship Manager - Wealth Name: Spark PWM Private Limited. Key Acquisition:- Identify Prospects: Research and identify potential high-net-worth individuals (HNWIs) and institutional qualified clients who could benefit from the firm's wealth management services.- Networking: Develop and leverage a network of contacts to generate leads...

BUSINESS DEVELOPMENT:- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS,...

About us. Anand Rathi Wealth Limited,a NSE & BSE listed company has, since 2002, been in the business of Private Wealth, catering to high net worth individuals (HNIs) . We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR Rs. 59,351+ crores across 9,911 families in India and globally.Job Role: Relationship ManagerJob...

Role Relationship Manager Wealth (Bangalore)Experience 59 YearsMode WFO 5.5 daysLocation BangaloreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep...

Role Relationship ManagerWealth(Bangalore)Experience59 YearsModeWFO 5.5daysLocationBangaloreJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of...

Role Senior Relationship Manager Wealth (Bangalore)Experience 10 YearsMode WFO 5.5 daysLocation BangaloreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a...

Revenue Generation : Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Act as a dedicated single point of contact / trusted advisor for HNI / HNWI client relationships Portfolio management Review individual account...

Revenue Generation : Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Act as a dedicated single point of contact / trusted advisor for HNI / HNWI client relationships Portfolio management Review individual account...

Role Senior RelationshipManager Wealth(Bangalore)Experience10 YearsModeWFO 5.5daysLocationBangaloreJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...

About Company:GOVIANU WEALTH MANAGEMENT PRIVATE LIMITED has emerged as one of the most respected general contracting firms in the area of commercial and private constructions. The company has already proven its ability to take on large complex projects and complete them on time, on budget and at the highest level of quality.Experience- 1 to 5 yearsWorking...

Role: Equity Relationship Manager Job Description: - Part of Equity Sales team Spark PWM- Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios - Must have strong client relationships built over the years and must facilitate transition them to SPARK PLATFORM.- Primary business - Listed Equities based brokerage....

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for Wealth. In this key role, the incumbent will act as an experienced and trusted representative to its clients and deliver a range of bespoke services to high profile and...

About Company:GOVIANU WEALTH MANAGEMENT PRIVATE LIMITED has emerged as one of the most respected general contracting firms in the area of commercial and private constructions. The company has already proven its ability to take on large complex projects and complete them on time, on budget and at the highest level of quality.Experience- 1 to 5 yearsWorking...

About Company:GOVIANU WEALTH MANAGEMENT PRIVATE LIMITED has emerged as one of the most respected general contracting firms in the area of commercial and private constructions. The company has already proven its ability to take on large complex projects and complete them on time, on budget and at the highest level of quality.Experience- 1 to 5 yearsWorking...

About Company: GOVIANU WEALTH MANAGEMENT PRIVATE LIMITED has emerged as one of the most respected general contracting firms in the area of commercial and private constructions. The company has already proven its ability to take on large complex projects and complete them on time, on budget and at the highest level of quality. Experience- 1 to 5 years...

Develop and maintain strong, long-term relationships with high-net-worth clients.Act as the primary point of contact for clients, addressing their needs and concerns.Schedule and conduct regular client meetings to review financial goals and investment strategies.Assess clients’ financial situations and develop tailored wealth management strategies.Provide...

We are looking for Senior Wealth Managers tobuild and preserve trusting relationships with our customers.We’ll rely on you to find ways to outperform ourcompetition and maintain our company’s positiveimage. To succeed in this role you should be anexcellent communicator with the ability to build rapport withcustomers. We expect you to be a strategic...