Associate - Wealth Operations - Mumbai

**Job Title**: Wealth Advisor **Location**: Lower Parel, Mumbai **Key Responsibilities**: - **Daily Planning**: - Organize daily tasks with a focus on lead prioritization based on the Wealth Advisory funnel and potential client value. - **Client Fitment & Engagement**: - Match Wealth Advisory products to clients’ investment goals. - Engage with...

Company OverviewNuvama 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...

Company OverviewNuvama 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...

Company Overview 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...

Company OverviewNuvama 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...

Company Overview 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...

Company Overview 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...

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

**Operations Associate** **About us**: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 19+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and...

Company DescriptionNuvama wealthRole DescriptionThis is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships, and...

Company DescriptionNuvama wealthRole DescriptionThis is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships, and...

Nuvama Wealth is a leading wealth management company located in Mumbai, providing financial planning and advisory services to its clients.The Senior Wealth Relationship Manager will be responsible for managing client portfolios and providing financial advice, developing and maintaining client relationships, and ensuring client satisfaction. This role...

Company Description Nuvama wealthRole Description This is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships,...

Company DescriptionNuvama wealthRole DescriptionThis is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships, and...

Company DescriptionNuvama wealthRole DescriptionThis is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships, and...

Company DescriptionNuvama wealth Role DescriptionThis is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships, and...

Company Description Nuvama wealth Role Description This is a full-time on-site role for a Senior Wealth Relationship Manager at Nuvama Wealth located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client portfolios & Acquisition of New HNI/UHNI, providing financial advice, developing and maintaining client relationships,...

**Mumbai** **Competency**: Research - Wealth Mumbai **Department**: Research **Designation**: Executive **Legal Entity**: Choice Wealth Private Limited

**Job Title**: Operations Team Member **Location**: Mumbai, India **Company Overview**: We are establishing a family office in Mumbai dedicated to servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI). Our mission is to provide exceptional financial services and personalized solutions to our esteemed clients. **Position...

**Company Name: The Legacy Custodians** **Job Title**: Operations Team Member**Location**: Mumbai, India **Company Overview**: We are establishing a family office in Mumbai dedicated to servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI). Our mission is to provide exceptional financial services and personalized...