Apply in 3 Minutes Senior Wealth Manager

Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Job Description Company Description 3 Dots Design is an Integrated Communications Specialist offering a range of services in advertising, design, and digital solutions. Despite industry fragmentation, we provide cohesive communication strategies to grow brands in India. As a media-neutral agency, we optimise advertising budgets and enhance the marketing...

Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

Company - RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies. We are part of the Rippleffect Group (formerly Fat Media Group) and are Company Partners of The Market Research Society (MRS), Corporate Members of ESOMAR, Members of the Insights Association and Council Members of The...

Job Description Job Description Be part of a dynamic team where your distinctive skills will contribute to a winning culture and team. As a Applied AI ML Senior Associate at JPMorgan Chase within the Asset and Wealth Management , you serve as a seasoned member of an agile team to design and deliver trusted data collection, storage, access, and analytics...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

for Relationship Manager-Insignia Preferred Banking Position Purpose To generate revenue from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new...

Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...