Wealth Manager

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...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key Responsibilities:Develop...

Are 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...

Are 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...

Are 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...

Are 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...

Looking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...

Are 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...

Job Title: Senior Wealth ManagerJob Description:Our team at Alankit Group is seeking a skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for ensuring the profitability of our high net worth clients portfolio by generating high income per customer.You will also be responsible for enhancing customer...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team at Alankit Group. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice, and developing customized investment strategies to meet their unique needs.Key...

About CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. Our team of experienced professionals provides comprehensive financial planning, investment advice, and risk management solutions to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Wealth...

Unlock Your Potential as a Wealth ManagerDiscoveries Quintessential is seeking a dynamic and experienced Wealth Manager to drive business growth and offer premium financial guidance to our clients. As a key member of our team, you will be responsible for leading qualification, client advisory, and client relationship management.Key Responsibilities:Engage...

**Job DescriptionDescription**: - Responsibility of Wealth Management Advisory. - Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. - Provide customized solutions to the clients by evaluating their risk assessment and financial needs. - Acquisitions of new clients and re-activation of existing clients by...

Key Responsibilities :Lead a team of 10-15 Relationship Managers in Wealth Management / Banking / Institutional sales.Handle a team size of 10-15 Relationship managers with 5 - 10 years of experience.Sell Mutual Funds, Fixed Income products, Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.Requirements :MBA qualification.5 - 10 years of experience...

Job ResponsibilitiesAs a Wealth Manager at Emkay Global Financial Services Ltd, you will be responsible for:Acquiring and managing a minimum of 1 Cr. - 5 Cr and above investable surplusProviding Financial Planning (FP) and Portfolio Services to clientsExecuting transactions post FP and on periodical basisManaging Private Wealth, PMS and AIF fund related...

Key Qualifications :MBA degree5-10 years of experience in Wealth Management / Banking / Institutional salesJob Responsibilities :Leading a team of 10-15 Relationship managersSelling of Mutual Funds,Fixed Income products Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real EstateLocation :New Delhi

About the company:Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

Job Title: Senior Client Relationship Manager, Wealth and InvestmentDescription:We are seeking an exceptional Senior Client Relationship Manager, Wealth and Investment to join our team at DBS Bank. As a key member of our Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with...

Key Qualifications : Graduate (preferably B.Com) /MBA with 3 - 5 years' experience in Wealth Management / Banking / Institutional sales.Responsibilities : Selling of Mutual Funds, Fixed Income products, Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.Location : New Delhi, Kolkata & Ludhiana

Qualification and Experience: We are seeking a highly motivated and experienced professional with a Graduate degree (preferably B.Com) or MBA, and a minimum of 3-5 years of experience in Wealth Management, Banking, or Institutional sales. The ideal candidate should have a strong understanding of financial products and services, including Mutual Funds, Fixed...