Wealth Manager
5 days ago
Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients.Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply. 11. Impeccable sales skills to handle HNI clients. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.
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Wealth Manager
3 weeks ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Wealth Manager
4 weeks ago
New Delhi, 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...
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Wealth Manager
3 weeks ago
New Delhi, 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...
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Content Writer
3 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Content Writer
3 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Wealth Manager
2 weeks ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
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Account Manager
1 week ago
New Delhi, India Anand Rathi Wealth Limited Full timeCompany DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Wealth Management Associate
8 hours ago
Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearFull Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...
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Wealth Manager
6 days ago
Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearResponsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus
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Wealth Management – Research
6 days ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...
