Wealth Manager

3 weeks ago


Mumbai, Maharashtra, India Nuvama Wealth Full time

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 the clients and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & retail Customers.
Required Profile
- PG - MBA/PGDM - Any Specialization with 3-4 year work experience in Wealth Management
- Good relationship management and service focus skills
- Good communication and presentation skills
- Stock Market knowledge is mandator
Perks & Benefits:
Bi-annual appraisal program
Growth in fixed CTC twice in a year with attractive quarterly incentives.
Educational Qualifications & Experience
Contact - Santosh Dogra - / email -
(P.S. We are also needing Cluster Head. Leaders with Team can contact )


  • Wealth Manager

    3 weeks ago


    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company 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...


  • Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience


  • Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We'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...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We'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...

  • TriGen Wealth

    2 weeks ago


    Mumbai, Maharashtra, India Prime Trigen Wealth Limited Full time

    Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...

  • Senior Wealth Manager

    2 weeks ago


    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills,...


  • Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...


  • Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job descriptionWe are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.This role requires strong leadership skills, business...

  • Wealth Manager

    2 weeks ago


    Mumbai, Maharashtra, India IIFL Capital Services Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionIIFL Capital Services Ltd., formerly known as IIFL Securities Ltd., is one of India's premier financial services conglomerates, providing top-tier Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial products, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding...