Senior Wealth 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...

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...

Position Name - Senior Relationship ManagerLocation - Mumbai / Bangalore / Chennai / HyderabadExperience Range - 10 - 15 yearsMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsAbout the client:Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market...

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...

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...

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...

Looking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...

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...

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...

**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 : 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 DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services.Role DescriptionThis is a full-time role for a Wealth Manager-Investment Products at Motilal Oswal Financial Services Ltd in Hyderabad. The Wealth Manager will be responsible for managing...

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...

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 /...

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...

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...

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...

Wealth Management Description:- Acquire customers with a minimum 5 crore investable capacity for financial markets.- Answer questions related to Private Wealth, PMS, and AIF funds.- It will be an advantage if you have knowledge of Direct Equity.- Deliver various MIS reports according to requirements.- Developing both short and long term sales strategies for...

Position: Regional Head (Wealth Managment)Experience: 8+ YearsLocation – DelhiQualification - Post Graduate / MBA from a reputed instituteJob Responsibilities:To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.To establish standardized...