Private Wealth- Relationship Manager

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...

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...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) andacquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

About the Company: Inviting Applications for Private Wealth Management.About the Role: Senior Private BankerLocation: Mumbai, Pune, Delhi, Kolkata, Bangalore, Chennai, Jaipur, Hyderabad, Cochin, Ahmedabad, Gujrat, Coimbatore, LucknowResponsibilities: Minimum 12 years experience in Wealth Advisory in Mutual fund, PMSPure active wealth AUM of 150Cr to...

Wealth, Sales: Relationship ManagerExperience (4-10 A Relationship Manager's key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.The role of a Relationship Manager includes:- To Build Assets Under...

**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Noida, Gurugran, Jaipur, Punjab, Uttarakhand, Uttar Pradesh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time role for a Wealth Manager at IIFL Securities in Mumbai. As a Wealth Manager, you will be responsible for financial planning, investment management, and insurance services for clients. This role involves providing personalized financial advice, developing investment...

**Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...

Locations:Trivandrum-2Khozikhode-2Kaloor-1Key Responsibilities: To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. (Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management) To manage customers in the branch or through client visits & provide Financial /...

Vrinda Global is hiring for one of the leading Bank in Private Banking department. Details are mentioned below:Job Title - RM/ Sr. RM - Private BankingDepartment - Private BankingLocation - Delhi, KolkataJob description:To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience (Domain...

Roles & Responsibility:Private Wealth ManagerFull-TimeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate...

Vrinda Globalis hiring for one of the leading Bank in Private Banking department. Details are mentioned below:Job Title- RM/ Sr. RM - Private BankingDepartment- Private BankingLocation- Delhi, KolkataJob description:To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In...

Vrinda Global is hiring for one of the leading Bank in Private Banking department. Details are mentioned below:Job Title - RM/ Sr. RM - Private BankingDepartment - Private BankingLocation - Delhi, KolkataJob description:To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In...

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...

**Role/Job Title**: Partner - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Gurgaon, Noida, Uttarakhand, Uttar Pradesh, Jaipur, Chandigarh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...

Role/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...

Role/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. ...

1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...