Wealth Relationship 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...

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...

Nuama Wealth OverviewAt Nuama Wealth, we strive to provide exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their financial goals and objectives.Functional Responsibilities/KPIs:1. Building strong relationships with partners to generate sales for various financial products,...

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...

Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.2 to 4+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

Dear Applicants,We are hiring for leading Bank for Wealth Relationship Managers.Immediate joiners preferred only from Banking backgroundLocation - MumbaiInterviews next week happeningJOB ROLE:- Managing the High Net Worth customers of the Bank- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth...

Dear Applicants,We are hiring for leading Bank for Wealth Relationship Managers.Immediate joiners preferred only from Banking backgroundLocation - MumbaiInterviews next week happeningJOB ROLE:- Managing the High Net Worth customers of the Bank- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth...

Job DescriptionIIFL Securities : Mumbai | PuneJob Description:Wealth Relationship Manager: Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. - Monitor financial market trends to ensure that client plans are responsive. - Must ensure the growth of AUM / Book Size - Responsible for achieving...

Earn as you learn, earn more as you learn more We are looking at team members who would help us expand our philosophy of 'Adding Financial Character to Life Goals.' Those of you who have a passion to meet clients, analyse data, work on carving out multiple solutions and in the process learn and grow into better professionals / entrepreneurs are Welcome to...

Exciting Career Opportunities in Wealth Management & PMS Sales [multiple opportunities]We are hiring for topWealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking OutfitsacrossMumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities) We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If you're looking to elevate your career in the financial services industry, we have fantastic roles for you...

Company Description : At Geld, we empower your financial journey with expert guidance and tailored investment solutions. Our mission is to help you grow your wealth while becoming a part of India's extraordinary growth story. Be part of India's rise to becoming the world's third-largest economy with Geld. ( Role Description This is a full-time on-site...

Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...

Job DescriptionWe are hiring for the role of Wealth Relationship Manager at a leading bank. This position involves managing the High Net Worth customers and achieving business targets in terms of cross selling, enhancing and upgrading their relationships.Key Responsibilities- Profiling customers and providing financial products to meet customer needs-...

Career Opportunity at Nuama WealthWe are seeking an experienced professional to join our team as a Wealth Manager. As a key member of our organization, you will be responsible for building strong relationships with partners to drive sales growth.Job Responsibilities:1. Acquiring and managing partners to generate sales for various financial products.2....

Service Head WM (No Sales Role, Only Service) team handling role Broad JD / Skills Responsibilities Previous experience in Wealth Management Operations & servicing client investment requirements. Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc. Back-end support & co-ordination with...

Wealth Management ExpertiseNuama Wealth is one of India's leading wealth and asset management firms, with a strong presence across 450+ locations in India and overseas. Our robust governance framework ensures that we deliver best-in-class outcomes for our clients.Role Highlights:1. Manage and acquire partners to drive sales for various financial products,...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...