Current jobs related to Regional Head Wealth Management - mumbai - Intellectual Capital HR Consulting Pvt. Ltd.

  • Regional Head

    3 days ago


    mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    4 days ago


    mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    3 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    2 days ago


    mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional head

    6 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company- Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    1 day ago


    mumbai, India Nuvama Wealth Full time

    About the Company- Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    7 days ago


    mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    6 days ago


    Mumbai, India Nuvama Wealth Full time

    About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a...

  • Regional Head

    4 weeks ago


    Mumbai, India Nuvama Wealth Full time

    Regional Head | B2B BusinessLocation - Delhi & GurgaonResponsibilities:Achieving & exceeding Business goals and targets.Decide and implement region specific innovative strategies to meet business targets and goals.Managing Healthy Team of Area Managers & Wealth RMs for the entire respective Region.Develop and implement strategies to drive B2B sales,...

  • Regional Head

    4 weeks ago


    mumbai, India Nuvama Wealth Full time

    Regional Head | B2B BusinessLocation - Delhi & GurgaonResponsibilities:Achieving & exceeding Business goals and targets.Decide and implement region specific innovative strategies to meet business targets and goals.Managing Healthy Team of Area Managers & Wealth RMs for the entire respective Region.Develop and implement strategies to drive B2B sales,...

  • Regional Head

    1 month ago


    mumbai, India Nuvama Wealth Full time

    Regional Head | B2B Business Location - Delhi & Gurgaon Responsibilities: Achieving & exceeding Business goals and targets. Decide and implement region specific innovative strategies to meet business targets and goals. Managing Healthy Team of Area Managers & Wealth RMs for the entire respective Region. Develop and implement strategies to drive B2B sales,...

  • Wealth Manager

    4 weeks ago


    mumbai, 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...

  • Wealth manager

    4 weeks ago


    Mumbai, India Nuvama Wealth Full time

    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...

  • Wealth Manager

    1 month ago


    Mumbai, 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...

Regional Head Wealth Management

2 months ago


mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time
north south west
3 position
Key Responsibilities:
Business Establishment:
Lead the establishment of the wealth management division from the ground up.
Develop and implement strategies to launch and grow the wealth management business.
Hire and train a team of wealth managers to deliver high-quality financial advisory services.
Team Management:
Build and lead a team of Team Leads and Relationship Managers (RMs).
Develop and manage the relationship database, driving the generation of fresh leads through referrals to expand the client base.
Conduct regular feedback and review sessions with the team to enhance business volume and new client acquisition.
Coaching and Mentoring:
Coach and mentor the sales team, guiding them to achieve sales targets and professional growth.
Collaborate with RMs to close sales calls when needed, ensuring high conversion rates.
Client Relationship Management:
Develop and nurture long-term relationships with key and potential investors to secure repeat business.
Leverage existing HNI connections to establish a strong foundation for the wealth management division.
Assist existing HNI clients in diversifying their portfolios across different asset classes, providing personalized investment advice.
Business Development:
Conceptualize and execute events, conferences, and product sessions for investors to enhance brand awareness and client engagement.
Implement strategies to upgrade client net worth and achieve sales and revenue targets across the product mix.
Communication and Information Flow:
Ensure timely and accurate flow of information within the team and with external stakeholders.
Regularly monitor the team's external communication to maintain consistency and professionalism.
Qualifications:
Minimum of 10 years of experience in wealth management, with at least 5 years in a leadership role.
Proven track record of managing and growing a wealth management business.
Strong leadership and team management skills, with experience in handling sales teams.
In-depth knowledge of financial markets, investment strategies, and financial planning.
Excellent communication and interpersonal skills.
Ability to build and maintain relationships with high-net-worth clients.
Strong analytical and problem-solving abilities.
High ethical standards and commitment to client confidentiality and trust.