Wealth Manager
2 weeks ago
Industry: NBFC/ Investment Company
Location: Okhla, Delhi (Pincode :110020)
Experience: 2-6 Years
Budget: 7-10 LPA
Job Responsibilities
As a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective cross-selling.
Key Responsibilities
1. Client Acquisition
* Actively engage in the acquisition of new clients.
* Provide guidance and assistance to clients throughout.
* Utilize market research and networking to identify potential clients and market opportunities.
2. Portfolio Management:
* Analyse clients' financial goals, risk tolerance, and investment preferences to construct and manage customized investment portfolios.
* Monitor and rebalance portfolios to ensure alignment with market conditions and clients' objectives.
* Provide regular updates and performance reviews to clients.
3. Financial Product Sales:
* Promote and sell a variety of financial products, including Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.
* Stay informed about product features, market trends, and regulatory changes affecting financial products.
* Conduct thorough needs assessments to recommend appropriate financial solutions.
4. Cross-Selling and Relationship Building:
* Cross-sell Demat Accounts and other relevant financial services to existing and potential clients.
* Develop and maintain strong relationships with clients through effective communication and personalized service.
* Identify opportunities for additional services and products based on clients' financial needs.
5. Compliance:
* Ensure compliance with regulatory requirements and industry standards in all dealings.
6. Financial Planning and Advisory:
* Provide comprehensive financial planning and advisory services to clients.
* Stay abreast of market trends, economic indicators, and financial planning strategies.
7. Sales Targets:
* Work towards achieving and exceeding assigned sales targets.
* Implement effective sales strategies to maximize revenue and market share.
Qualifications & Experience
* Any Graduate/Postgraduate with minimum 2 Years of relevant work experience within the same industry type.
* Proven experience as a Wealth Manager with expertise in Portfolio Management.
* Relevant certifications such as AMFI, NISM Wealth Management, or similar.
* In-depth knowledge of Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.
Please share your CV at
-
Wealth Manager
2 months 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...
-
Wealth Manager
2 months 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...
-
Wealth manager
2 months 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...
-
Wealth Manager
2 months 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...
-
delhi, India Unique Wealth Strategies Full timeWealth Management AdvisorVisit our Website: a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
-
Unique Wealth Strategies | Portfolio Manager
3 weeks ago
delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:Job responsibilities...
-
delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website: responsibilities...
-
Portfolio Manager
3 weeks ago
Delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:Job responsibilities...
-
Strategic Wealth Management Professional
2 weeks ago
Delhi, Delhi, India Unique Wealth Strategies Full timeJob OverviewWe are seeking an experienced Strategic Wealth Management Professional to join our team at Unique Wealth Strategies. This is a critical role that requires a strong understanding of wealth management principles and excellent client relationship building skills.About the RoleThis position involves managing client relationships, coordinating sales...
-
Delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website: responsibilities will...
-
Senior Wealth Development Specialist
4 weeks ago
Delhi, Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management, a leading wealth and asset management firm in India, boasts Assets under Advisory (AUA) exceeding ₹ 2, 00, 000 cr. Leveraging the strength of its parent company, the Edelweiss Group, and a global partnership with PAG, a prominent Asia-based investment firm, Nuvama serves over a million customers across various...
-
Wealth Management Advisor
1 month ago
Delhi, India Unique Wealth Strategies Full timeWealth Management AdvisorVisit our Website: a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and develop...
-
Portfolio Manager – Wealth Management
3 weeks ago
Delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website: responsibilities will...
-
Delhi, Delhi, India Unique Wealth Strategies Full timeUnique Wealth Strategies Seeks Experienced Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will be responsible for managing client relationships, coordinating sales processes, and delivering exceptional client service.Key Responsibilities:Client...
-
(Only 24h Left) Portfolio Manager
4 weeks ago
Delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:Job responsibilities...
-
Wealth Management Leader
2 weeks ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Title: Wealth Management LeaderCompany Overview:Intellectual Capital HR Consulting Pvt. Ltd. is seeking an experienced Wealth Management Leader to launch and grow our wealth management division in Delhi, Mumbai, or Bangalore. This role requires a seasoned professional with expertise in wealth management, exceptional leadership skills, and a proven track...
-
Head of Wealth Management
4 weeks ago
Delhi, India organization revolutionizing Investments through innovative Product solutions Full timeCompany Description Role DescriptionThis is a full-time on-site role based in Mumbai for the Head of Wealth Management at an organization on cutting edge of Investments through innovative Product solutions. The role involves overseeing and managing the wealth management department, developing and implementing strategies to grow the company's wealth...
-
Head of Wealth Management
4 weeks ago
Delhi, India organization revolutionizing Investments through innovative Product solutions Full timeCompany DescriptionRole DescriptionThis is a full-time on-site role based in Mumbai for the Head of Wealth Management at an organization on cutting edge of Investments through innovative Product solutions. The role involves overseeing and managing the wealth management department, developing and implementing strategies to grow the company's wealth management...
-
Wealth Manager
7 days ago
New Delhi, India Peoplemint Consultants Full timeJob Title: Relationship Manager - Wealth ProductsExperience :- 1 year to 3 YearsJob location:- New Delhi Cluster/Gurgaon/FaridabadJob Description:We are seeking a motivated and experienced Relationship Manager for our Wealth Products team. The ideal candidate will be responsible for managing and enhancing relationships with high-net-worth clients, offering...
-
Wealth Manager
7 days ago
New Delhi, India Peoplemint Consultants Full timeJob Title: Relationship Manager - Wealth ProductsExperience :- 1 year to 3 YearsJob location:- New Delhi Cluster/Gurgaon/FaridabadJob Description:We are seeking a motivated and experienced Relationship Manager for our Wealth Products team. The ideal candidate will be responsible for managing and enhancing relationships with high-net-worth clients, offering...
