Wealth Manager

3 weeks ago

Gurugram Delhi Delhi NCR, India V Konnect Full time

Job Description Role & responsibilities Role- Relationship Management JD - Portfolio Handling Role - Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. - Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment.. - Identifies current and potential relationship with additional revenue potential and grow business. - Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. - Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

  • Private Wealth Manager

    4 days ago

    Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

  • Senior Wealth Manager

    2 days ago

    Delhi, Delhi, India Nuvama Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...

  • Wealth Manager

    4 hours ago

    Delhi, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

  • Wealth Manager

    2 days ago

    Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

  • Wealth Manager

    2 days ago

    Ahmedabad, Delhi, Mumbai, NCR, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...

  • Wealth Management Associate

    2 weeks ago

    Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

  • Wealth Advisor

    5 days ago

    new delhi, India M S Wealth Full time

    *Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth *About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...

  • Wealth Advisor

    6 days ago

    New Delhi, India M S Wealth Full time

    *Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...

  • Wealth Advisor

    7 days ago

    New Delhi, India M S Wealth Full time

    *Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...

  • Wealth Advisor

    5 days ago

    New Delhi, India M S Wealth Full time

    *Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...