▷ [Apply Now] Wealth Manager
3 days ago
Job Description Company Description At Team ACE HR, we believe in the power of collaboration and diversity of skills to create a successful team. Our goal is to foster a transformational culture where employees and employers can have value-driven conversations and work together towards shared success. We prioritize building strong relationships and delivering quality service without the need for a sales pitch, setting a benchmark in the industry. Roles & Responsibility: Wealth Relationship Manager (RM) job typically involves managing client relationships, providing investment advice, and assisting clients with wealth management needs. They also play a role in building and maintaining a team of financial advisors to drive sales of mutual fund products and achieve sales targets. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with clients, understanding their financial goals, and providing personalized investment strategies. Investment Advice: Offering sophisticated investment advice, conducting financial planning, and assisting clients with wealth management needs. Sales and Business Development: Driving sales of mutual fund products through a team of financial advisors, recruiting and managing the team, and achieving sales targets. Team Management: Recruiting, training, and managing a team of financial advisors, ensuring they meet sales targets and provide high-quality customer service. Compliance: Maintaining compliance with regulatory guidelines and ensuring adherence to ethical standards. Financial Planning: Assisting clients with financial planning needs, including retirement planning, estate planning, and tax planning.
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Wealth Manager
3 days ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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▷ (Apply in 3 Minutes) Wealth Manager
1 day ago
Ahmedabad, India Nuvama Wealth Full timeJob Description Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations:...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full timeAbout 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...
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Wealth Manager
3 days ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Wealth Manager
4 weeks ago
Chennai, India Unified Vision Wealth Full timeJob 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...
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Wealth Manager
1 week ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & 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...
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Wealth Manager
1 week ago
Chennai, India Integrated Personnel Services Limited Full timeJob Description Hi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition - Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions &...
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Content Writer
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Wealth Management Advisor
4 hours ago
Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...
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Pune, India NTT Data Full timeJob Description NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahrshtra...
