Avp/Team Lead/ Sr. Wealth Manger- Pms

Job Title: AVP/Team Lead/Manager - PMSCompany Overview:SMIFS Limited, a leading financial services provider, is seeking a highly motivated and experienced professional to join our team as AVP/Team Lead/Manager - PMS. With a strong presence across India, our core expertise lies in Research & Advisory Services for Institutional & Ultra HNI Clients.Job...

**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...

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...

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...

Job 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,...

Job 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,...

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,...

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...

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...

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.

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...

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 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...

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

One of the leading GCC is looking for AVP, AnalyticsLocation: Remote | Experience: 4-8 years | ⏰ Shift: 2 PM to 11 PM | CTC: 28 LPAResponsibilities:- Plan and execute high-impact analytics projects to solve business challenges, focusing on decision optimization like targeting strategies and ROI-based analytics.- Partner closely with business stakeholders...

Job 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...