Managing Partner/ Director/ Team Lead- Wealth
2 weeks ago
Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development. A key responsibility will be assisting existing HNI relationships in diversifying their portfolios across different asset classes. Additionally, the Head of Wealth Management will be responsible for establishing the wealth management business, including hiring and training a team of wealth managers.Key Responsibilities:1. 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.2. 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.3. 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.4. 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.5. 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.6. 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.
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Managing Partner/ Director/ Team Lead- Wealth
2 weeks ago
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: Managing Partner / Zonal Head of Private Wealth Management Company Overview: Position Summary: The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
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Managing Partner/ Director/ Team Lead- Wealth
2 weeks ago
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
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Managing Partner/ Director/ Team Lead- Wealth
2 weeks ago
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: Managing Partner / Zonal Head of Private Wealth Management Company Overview: Position Summary: The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
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Managing Partner/ Director/ Team Lead- Wealth
2 weeks ago
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
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Wealth Manager
1 week ago
delhi, India Nuvama Wealth Full timeCompany Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth manager
1 week ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
2 months ago
Delhi, India Nuvama Wealth Full timeCompany 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...
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Wealth Manager
2 months ago
Delhi, India Nuvama Wealth Full timeCompany 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...
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Private Wealth Management Specialist
2 weeks ago
Delhi, India Iifl Wealth Mgt Limited Full timeJob SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...
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Private Wealth Management Specialist
2 weeks ago
delhi, India Iifl Wealth Mgt Limited Full timeJob SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...
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Private Wealth Management Specialist
2 weeks ago
Delhi, India Iifl Wealth Mgt Limited Full timeJob SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...
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Wealth Management Strategist
3 days ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Summary:The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.Key Responsibilities:Business...
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Wealth Manager
1 month ago
delhi, India Discoveries Quintessential Full timeAre you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do:- Lead Qualification: Engage and assess potential clients for suitability, driving webinar...
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Wealth Manager
2 months ago
Delhi, India Discoveries Quintessential Full timeAre you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do: - Lead Qualification: Engage and assess potential clients for suitability, driving webinar...
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Wealth Manager
1 month ago
Delhi, India Discoveries Quintessential Full timeAre you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do: - Lead Qualification: Engage and assess potential clients for suitability, driving webinar...
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Managing Director
2 weeks ago
delhi, India Valkyrie People Consulting Full timeJob Title: Managing DirectorLocation: Bangalore, IndiaIndustry: AutomotiveJob Summary:The Managing Director will spearhead the strategic direction, growth, and operational excellence of our automotive company in Bangalore. The ideal candidate will bring a wealth of industry knowledge, strategic vision, and leadership expertise, with a proven record in...
