Wealth Manager
3 days ago
Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs) and families to help grow, preserve, and transition wealth across generations. Finovia combines time-tested insights with a modern, client-first approach to deliver long-term value through personalized advice, disciplined allocation, and seamless execution.Role DescriptionThis is a full-time, on-site role for a Wealth Manager, located in Pune. The Wealth Manager will be responsible for developing and implementing sales and marketing strategies, managing client relationships, conducting market research, generating leads, and overseeing marketing campaigns. The role involves coordinating with various teams to ensure the alignment of sales strategies with overall company goals, preparing and delivering presentations to potential clients.QualificationsExperience (2 to 3 years) in Mutual Funds/Private Wealth/Investments for Sales Strategy, Client Relationship Management, and Lead GenerationAbility to use and leverage AI in workflowsKnowledge in Marketing Strategy, Campaign Management, and Market ResearchExcellent communication and presentation skillsStrong analytical and problem-solving abilitiesAbility to work collaboratively within a team environmentExperience in the financial services or wealth management industry is a plusBachelor's degree in Business Administration, Marketing, Finance, or a related field; an MBA is preferredRelevant certifications from NISM (VA, XIII, XXI)
-
Wealth Manager
5 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth manager
3 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
4 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
5 days ago
pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
3 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
5 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
3 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
5 days ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
5 days ago
Pune, Maharashtra, India Finovia Wealth Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per yearCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Private Wealth Manager
2 weeks ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...
