Current jobs related to Wealth Manager - Mumbai, Maharashtra - Usurp tech
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama 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...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama 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...
-
Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description 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...
-
Wealth Manager
4 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description 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...
-
Senior Wealth Relationship Manager
3 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth ManagementRole DescriptionThis is a full-time, on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth, located in Mumbai. The Senior Wealth Relationship Manager will be responsible for HNI/UHNI client Acquisition and managing and enhancing client relationships, providing wealth management...
-
Wealth Manager Only 24h Left
1 day ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout 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...
-
Wealth Management Director
1 day ago
Mumbai, Maharashtra, India beBee Careers Full timeAbout the RoleWe are seeking an experienced leader to head our city operations, focusing on wealth management distribution and sales strategy.The successful candidate will be responsible for developing and implementing wealth product distribution strategies across multiple channels, recruiting and managing relationships with financial advisors and...
-
Search Engine Optimization Manager
1 day ago
Mumbai, Maharashtra, India Stack Wealth Full timeSEO Manager 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...
-
Wealth Management Professional
2 weeks ago
Mumbai, Maharashtra, India beBee Careers Full timeJob Description:We are looking for an experienced professional to join our team as a Wealth Management Professional. The successful candidate will be responsible for providing wealth management services to our clients.Key Responsibilities:• Develop and implement effective wealth management strategies for clients.• Provide regular updates and advice to...
-
Wealth Management Specialist
1 week ago
Mumbai, Maharashtra, India beBee Careers Full time**Job Description**We are seeking a highly skilled Wealth Management Specialist to join our team. As a Wealth Management Specialist, you will be responsible for providing comprehensive wealth management services to clients.Key Responsibilities:Develop and implement personalized wealth management plans for clients.Conduct thorough analyses of client financial...
Wealth Manager
1 month ago
Job Title: Wealth ManagerCompany: Dhanavruksha Financial ServicesWebsite: https://dhanavruksha.in/Location: Mumbai (Andheri)/Navi Mumbai (Vashi) (Based on candidate's preference)NISM V A RequiredCompany Overview: In today's dynamic and evolving financial markets, we understand the need for seasoned, qualified, and unbiased professionals who can guide investors toward achieving their financial goals. Our core team, with over 10 decades of collective experience in financial products, is complemented by an expert advisory panel. Together, we offer personalized guidance enhanced by cutting-edge technology to help clients effectively manage and grow their investments. Our goal is to provide reliable, prompt, and efficient investment solutions, helping clients achieve their dreams with confidence.Role Overview: The Wealth Manager will play a pivotal role in acquiring and managing client portfolios, focusing on high-quality investment products. The role requires a proactive individual with strong product knowledge, excellent communication skills, and a proven track record of building and maintaining client relationships.Key Responsibilities:● Acquire new clients and manage their portfolios across financial products, including Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, and Estate Planning.● Cultivate and maintain strong relationships with clients, ensuring long-term engagement and satisfaction.● Leverage the organization's advanced mobile app and web portal for seamless execution, portfolio monitoring, and reporting.● Drive sales efforts to meet and exceed targets, focusing on clients with a minimum portfolio threshold of ₹25 lacs. ● Provide customized financial advice, catering to both short-term and long-term investment goals.Requirements:Client Base:● Existing portfolio with potential AUM (Assets Under Management) of ₹25 lacs per client.● Candidates with strong product knowledge and communication skills may be considered with lower AUM thresholds.Skills and Qualifications :● Excellent communication skills, especially in English.● Strong sales orientation and client relationship management skills.● Educational Qualification: Any degree.● Certifications: NISM V-A (Mandatory).Compensation and Benefits:● Comprehensive resources and support, including:Access to a team of industry experts for deal conversion.Advanced tools for investment execution and portfolio management.Comprehensive reporting tools for clients.Working Days: Mon to Sat ( 6 days working)Work Timings: weekdays: 9:30am to 5:30pm and Saturdays: 10am to 4pmWhy Join Us?● Be part of a seasoned team with over a century of combined experience.● Access to a robust support system, including expert advisors and cutting-edge technology.● Opportunity to build and grow a rewarding career in wealth management.This is your chance to make a meaningful impact by helping clients achieve financial security and success. If you have a passion for wealth management and the skills to thrive in a competitive environment, we'd love to hear from youInterested candidates can also share their resume at hiring@usurp.tech
