Avp/Team Lead/ Sr. Wealth Manger- Pms

**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...

TEAM LEAD - BLRDezerv is India’s first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...

We’re Hiring! Join Equentis as a Private Wealth Sales Specialist!Company : EquentisPosition : Private Wealth Sales SpecialistLocation : MumbaiType : Full-timeAre you experienced in managing High Net Worth Individuals (HNIs) and passionate about wealth management? Join Equentis and play a key role in helping our affluent clients achieve their financial...

About Nuvama: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 investment...

About Nuvama: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 investment...

About Nuvama: 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 investment...

Company : A leading Diversified Financial services firmPosition : VP/ AVP/ Portfolio ManagerReports to : Zonal Head / Head of Sales (Wealth)Location: Mumbai / Delhi / Bangalore / Pune / KolkattaTeam size : noneSal Range: Rs 30-60L + VariablesJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning...

Company: A leading Diversified Financial services firmPosition: VP/ AVP/ Portfolio Manager Reports to: Zonal Head / Head of Sales (Wealth)Location: Mumbai / Delhi / Bangalore / Pune / KolkattaTeam size: noneSal Range: Rs 30-60L + VariablesJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and...

Company: A leading Diversified Financial services firmPosition: VP/ AVP/ Portfolio Manager Reports to: Zonal Head / Head of Sales (Wealth)Location: Mumbai / Delhi / Bangalore / Pune / KolkattaTeam size: noneSal Range: Rs 30-60L + VariablesJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. The firm specializes in goal-based financial planning with various financial instruments like Mutual Funds, PMS, Alternative Investment Products, and complex financial products. With a team consisting of MBAs and diverse backgrounds, Wealth Redefine caters to the...

Operations Manager Portfolio Management ServicesAbout the Role:We're seeking an experienced Operations Manager to oversee our Portfolio Management Services (PMS) operations, ensuring efficiency, compliance, and client satisfaction.Key Responsibilities:1. Daily Operations Management Oversee PMS operations, implement strategies for improved efficiency Monitor...

Job Title: Sr. Business Manager/AVP/VP - SalesExperience: 10 YearsLocation: NJ, USA/ Delhi NCRYou being the vital part of the Sales team will be accountable and responsible for generating and maximizing revenue by aligning with the business strategy, developing/executing strategic sales plans and promoting profitable achievement of sales growth and customer...

Job Title: Sr. Business Manager/AVP/VP - SalesExperience: 10 YearsLocation: NJ, USA/ Delhi NCRYou being the vital part of the Sales team will be accountable and responsible for generating and maximizing revenue by aligning with the business strategy, developing/executing strategic sales plans and promoting profitable achievement of sales growth and customer...

Full-time **Company Description**: A Leading Alternative Investment platform. - Develop network by initiating, structuring, negotiating partnership deals across various channels including IFAs, Real Estate Distributors, Investment Bankers, Wealth management SMEs in and outside India for the distribution of our Investment Offerings [Fractional Ownership,...

Fund Accountant Portfolio Management ServicesAbout the Role:We are seeking a detail-oriented Fund Accountant to join our Portfolio Management Services (PMS) team. The ideal candidate will be responsible for maintaining accurate financial records, processing transactions, and ensuring compliance with regulatory requirements.Key Responsibilities:1. Data...

Wipro Hiring for Presales consultant at Sr. Manger and AVP positions. Must have presales consulting experience in US Healthcare industry of Payors. Experience: 16-20 years of experience in US Healthcare Payer function spanning Delivery, Transitions and Pre-sales. 10+ years in a presales role with hands on experience in buiding large Payer deal solution...

Qualification : MBAExperience : 5 - 10 years of experience in Wealth Management / Banking / Institutional sales with handling a team size of 10-15 Relationship managers.Job Location : New DelhiProduct Focus - Selling of Mutual Funds,Fixed Income products Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.

Qualification : MBAExperience : 5 - 10 years of experience in Wealth Management / Banking / Institutional sales with handling a team size of 10-15 Relationship managers.Job Location : New DelhiProduct Focus - Selling of Mutual Funds,Fixed Income products Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.

Job Location Mumbai/Delhi/Bangalore/Pune/HyderabadWe are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role.Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

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...