Current jobs related to Wealth Manager - Delhi - Waytogo Consultants
-
Senior Wealth Manager
2 weeks ago
Delhi, India Nuvama Wealth Full timeAbout 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...
-
Senior Wealth Manager
3 weeks ago
Delhi, India Nuvama Wealth Full timeAbout 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...
-
Senior Wealth Manager
3 weeks ago
Delhi, India Nuvama Wealth Full timeAbout 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 Manager
2 weeks ago
Delhi, India Nuvama Wealth Full timeLocations: 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...
-
Wealth Manager
1 week ago
Delhi, India Nuvama Wealth Full timeLocations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...
-
Wealth Manager
1 day ago
delhi, India Planify Capital Limited Full timeJob description Planify is on the lookout for a highly skilled As a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep...
-
Wealth Manager
14 hours ago
delhi, India Planify Capital Limited Full timeJob descriptionPlanify is on the lookout for a highly skilledAs a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of...
-
Sales Manager
2 weeks ago
Delhi, India Wealth Redefine Full timeCompany 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...
-
Delhi, India Elite Wealth Advisors Limited Full timeApply Relationship Manager, Elite Wealth Advisors Limited in Delhi for 0 - 3 year of Experience on TimesJobs.com
-
Wealth Manager
1 week ago
Delhi, India Antal International Full timePosition: Business Head – Wealth Management PartnershipsLooking for result oriented self -starters for a customer/client facing role dealing with structured financial products.The typical customer target segment would be HNI/UHNI, Family offices, PMS & AIFs and distributors like Private Wealth management firms, New-age tech platforms offering alternative...
-
Wealth Manager
1 week ago
Delhi, India Antal International Full timePosition: Business Head – Wealth Management PartnershipsLooking for result oriented self -starters for a customer/client facing role dealing with structured financial products.The typical customer target segment would be HNI/UHNI, Family offices, PMS & AIFs and distributors like Private Wealth management firms, New-age tech platforms offering alternative...
-
Wealth Manager
2 weeks ago
delhi, India SKS Enterpprises - Human Resource Planning and Management Full timePosition 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...
-
T24 Tap With Wealth Management
4 days ago
Delhi, India NSS ITC Full timeHiring Senior T24 TAP Consultant with TTI and Wealth ManagementLocation: RemoteNotice Period: ImmediateOverview:We are looking for an experienced Senior T24 TAP Consultant with over 10 years of expertise in T24 Application Programming (TAP), Temenos Transact Integrator (TTI), and Wealth Management. This senior-level role focuses on leading the design,...
-
Bdm /sales (Wealth Advisory)
3 months ago
Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full timeLooking 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)...
-
T24 TAP with Wealth Management
4 days ago
Delhi, India NSS ITC Full timeHiring Senior T24 TAP Consultant with TTI and Wealth ManagementLocation:RemoteNotice Period:ImmediateOverview:We are looking for an experiencedSenior T24 TAP Consultantwith over 10 years of expertise inT24 Application Programming (TAP) ,Temenos Transact Integrator (TTI) , andWealth Management . This senior-level role focuses on leading the design,...
-
Private Wealth Manager
1 week ago
Delhi, India IIFL Securities Full timeCompany Description We suggest you enter details here. Role Description This 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...
-
Relationship Manager
2 days ago
Delhi, India Elite Wealth Advisors Limited Full timeApply Relationship Manager /Mutual Fund Advisor Sales, Elite Wealth Advisors Limited in Delhi for 1 - 3 year of Experience on TimesJobs.com
-
Private Wealth- Relationship Manager
2 weeks ago
Delhi, India ICICIDirect Full timeJob 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...
-
Private Wealth- Relationship Manager
1 week ago
Delhi, India ICICIDirect Full timeJob 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...
-
Private Wealth Manager
2 weeks ago
delhi, India IIFL Securities Full timeCompany 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...
Wealth Manager
4 months ago
- Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential ULTRA Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360° client engagement – “Total Client Ownership”.
