
Wealth Manager
24 hours ago
Company 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 investment firm.
Role Description
Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.
Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.
Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.
Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.
Qualifications
- Min 2+ years relevant experience in Banking and Wealth domain.
- MBA/ PGDM or relevant degree.
- Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions
- Should have a good knowledge and understanding of equity and debt market and wealth products.
-
Wealth Manager
2 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
2 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: 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 Manager
7 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama 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...
-
Wealth Manager
3 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama 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...
-
Wealth Manager
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama 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...
-
Wealth Management Analyst
5 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
-
Wealth Management Analyst
3 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Investments Full timePosition: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...
-
Wealth Manager
2 days ago
Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 15,00,000Key to Success in Wealth ManagementManaging wealth requires a delicate balance between risk and return. As a Relationship Manager, you will be responsible for cultivating relationships with distributors and IFAs, driving sales of our products, and ensuring that all service standards are met.To succeed in this role, you will need:Strong knowledge and...
-
Senior Wealth Manager
2 days ago
Mumbai, Maharashtra, India beBeeWealthManagement Full time ₹ 30,00,000 - ₹ 50,00,000Job DescriptionWe are seeking an accomplished wealth management professional to join our team in building and maintaining strong relationships with high-net-worth individuals. The ideal candidate will be responsible for providing personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.Key...