EduFund - Wealth Management Specialist/HNI Relationship Manager

We are seeking a highly motivated Senior HNI Financial Solutions Manager to build and manage relationships with high-net-worth individuals (HNIs), providing personalized financial solutions tailored to their unique needs.Job Description- Build and nurture long-term relationships with HNIs by offering customized financial solutions that meet their evolving...

Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to...

Role and Title:- Private Wealth Managers reporting to Director or Managing Director. - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. - The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling. - Experience ranging from 5 to 12 years or...

Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

Key RequirementsHNI Client Handling Portfolio Management Wealth ManagementTPP ProductRelationship ManagerIndividual Role B2CWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth...

About the Role:At Zeal Hind Groups, we are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with our affluent and super-affluent clients.About You:To be successful in this role, you should...

We are seeking an experienced Financial Relationship Strategist to build and maintain long-term relationships with high-net-worth individuals. This dynamic role offers a unique opportunity to provide personalized financial solutions tailored to the distinct needs of these clients.Key Responsibilities:To identify, acquire, and nurture new HNI clients by...

Senior Relationship ManagerWealth (Maharashtra)Experience: 10YearsMode: WFO 5.5 daysLocation: Mumbai andPuneJobPurpose:The Senior Relationship ManagerWealth is responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Thisrole...

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...

Role: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...

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...

Job Overview:Nuvama Wealth, a leading provider of wealth management services, is seeking an experienced Wealth Manager to join their digital business team. The ideal candidate will be responsible for catering to the investment needs of clients by providing research-based advice on wealth products, mutual funds, insurance, portfolio management services, and...

**Company Overview**: EduFund is an early stage platform that helps Indian parents plan for their child's higher education in advance. Our unique technology is inspired by years of asset management experience as well as personal experience in funding higher education. EduFund is India's first full-stack planning product that allows parents the unique...

About Neo GroupNeo Wealth and Asset Management is a pioneering fintech firm in India, catering to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our platform stands on three pillars: unbiased advisory, transparency and cost-efficiency. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have achieved...

We are looking for Relationship Managers i our Wealth Management Team:Location: Ahmedabad / Chennai / MumbaiRoles & Responsibilities:8 -12 yrs years of experience in Wealth Management spaceStrong leadership and team management skills.Must have completed MBA from a premier business school.Should have sound understanding of Wealth Management Products (MF,...

**Job Summary:**We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Karyarth.About the Role:The ideal candidate will have a strong background in wealth management, with experience in acquiring and advising high net worth individuals (HNIs). They will be responsible for leading a pool of affluent and super...

We are looking for Relationship Managers i our Wealth Management Team: Location: Ahmedabad / Chennai / Mumbai Roles & Responsibilities: - 8 -12 yrs years of experience in Wealth Management space - Strong leadership and team management skills. - Must have completed MBA from a premier business school. - Should have sound understanding of Wealth Management...

We are looking for Relationship Managers i our Wealth Management Team: Location: Ahmedabad / Chennai / Mumbai Roles & Responsibilities: 8 -12 yrs years of experience in Wealth Management space Strong leadership and team management skills. Must have completed MBA from a premier business school. Should have sound understanding of Wealth Management...

We are looking for Relationship Managers i our Wealth Management Team:Location:Ahmedabad / Chennai / MumbaiRoles & Responsibilities:8 -12 yrs years of experience in Wealth Management spaceStrong leadership and team management skills.Must have completed MBA from a premier business school.Should have sound understanding of Wealth Management Products (MF,...