Wealth Manager
2 months ago
Role DescriptionRequirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.
Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets. Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products. Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition. Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.
QualificationsMin 2+ years relevant experience in Banking and Wealth domain.MBA/ PGDM or relevant degree.Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutionsShould have a good knowledge and understanding of equity and debt market and wealth products.
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Wealth Manager
2 weeks 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
2 weeks 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 weeks 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 weeks 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 weeks 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 weeks 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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Private Wealth Management Specialist
3 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
3 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
3 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 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
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 Management Strategist
5 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
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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Bdm /sales (Wealth Advisory)
5 months ago
Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full timeLooking 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)...
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Manager - Wealth Management
1 week ago
delhi, India Prospurts Full timeJob Description/ Responsibilities Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. Connecting with the existing clients and prospects for periodic...
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Manager - Wealth Management
1 week ago
delhi, India Prospurts Full timeJob Description/ ResponsibilitiesUnderstanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting with the existing clients and prospects for periodic...
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Manager - Wealth Management
1 week ago
Delhi, India Prospurts Full timeJob Description/ ResponsibilitiesUnderstanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting with the existing clients and prospects for periodic...
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Preferred wealth manager
2 weeks ago
Delhi, India Anand Rathi Share And Stock Brokers Ltd Full timeHi, We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. Job Description for Preferred Relationship Manager -Wealth SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible...
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Preferred wealth manager
2 weeks ago
Delhi, India Anand Rathi Share And Stock Brokers Ltd Full timeHttps:// have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.Job Description for Preferred Relationship Manager -WealthSUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for...
