Senior Wealth Manager

**About the Company**: **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading...

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client...

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client...

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client...

Key Responsibilities:Functional Expertise (80%):Lead the analysis and interpretation of complex client requirements in the context of corporate wealth management and capital markets.Provide high-level strategic advice on wealth management products, services, and emerging market trends.Develop, present, and oversee the implementation of customized wealth...

Key Responsibilities:Functional Expertise (80%):Lead the analysis and interpretation of complex client requirements in the context of corporate wealth management and capital markets.Provide high-level strategic advice on wealth management products, services, and emerging market trends.Develop, present, and oversee the implementation of customized wealth...

Role Overview:- This position is a full-time on-site role within the Private Wealth Group, serving as either a Wealth Manager for individual Ultra High Net Worth Individual (UHNI) clients or as a Cluster Manager overseeing both a team and individual UHNI clients.- The primary responsibility is to deliver personalized wealth management solutions, encompassing...

With a startup spirit and 130,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...

Relationship Manager - Wealth Management Job Description :- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. - Need to ensure growth of AUM or book size.Key Deliverables :- Critical Analyse financial information obtain from clients...

JobDescription JobPurpose Theincumbent would be responsible for the managing HNI customers (withsurplus investment amounts of Rs. 1 Crore above) and have regularmeetings with them also supporting team to achieve their salestarget which would result in a revenue of 3.5 times ofCTC KeyDeliverables Executecluster business plans for the Wealth...

With a startup spirit and 130,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...

With a startup spirit and 130,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people –...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

With a startup spirit and 130,000+ curious and courageous minds, we have the expertise to go deep with the world's biggest brands-and we have fun doing it. We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We're harnessing the power of technology and humanity to create...

We are actively seeking experienced professionals in the wealth and retirement domain with expertise in Quality Assurance to join our team as a QA Leader. This role requires immediate joining and is based in Pune or Bangalore. The position involves working in a hybrid model with US shifts and is a client-facing role.Responsibilities:Develop and implement QA...

SMC Private Wealth- Wealth ManagementProfile: Private Wealth (Manager / Sr. Wealth Manager)Working days: Monday to Friday (5 days)Location: Delhi (Karol Bagh), Mumbai (Goregaon East), Pune (Shivaji Nagar)Wealth Manager Roles and Responsibilities:- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references- Maintain client...