Wealth Manager
4 days ago
Role: Financial Planner/Wealth Manager This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial strategies tailored to each client's needs and goals. Key Responsibilities: 1. Existing Client Relationship Management: ● Manage and review existing client investment portfolios. ● Conduct portfolio analysis and make necessary adjustments. ● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning. ● Create and enforce financial goal plans to meet clients' long-term objectives. 2. New Client Acquisition & Relationship Management: ● Acquire new clients through: ○ Financial Awareness Programs ○ Referrals from existing clients ○ Social media leads ○ Internal acquisition team leads ○ Other external sources ● Conduct financial planning and analysis for new clients. ● Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations. 3. Sales & Business Development: ● This is a sales-driven role with KRAs directly linked to revenue generation. ● Onboard prospects from your own business book/network. ● Cross-sell financial instruments based on client needs. ● Utilize corporate networks to organize financial awareness sessions. 4. Additional Responsibilities ● Conduct initial portfolio screening for prospective clients. ● Maintain and update MIS reports. ● Present periodic performance reviews and achievements. Candidate Profile: ● Strong communication and interpersonal skills to build long-term client relationships. ● In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers. ● Self-motivated, flexible, and able to manage multiple priorities simultaneously. ● Willingness to work in a boutique financial solutions company. ● Must possess a personal laptop. ● CWM Certification is an added advantage. ● Graduate or Postgraduate degree required. ● Minimum 2+ years of experience. ● Own book of business is mandatory
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Wealth Manager
3 weeks 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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Wealth Manager
3 weeks 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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Content Writer
2 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: 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...
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▷ (Apply in 3 Minutes) Wealth Manager
3 weeks 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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Bengaluru, India Wealth Manager Full timeJob Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...
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Wealth Manager
2 weeks ago
Kolkata, India Navya Nexus Pvt Ltd Full timeJob Description Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At...
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Private Wealth Manager
3 days ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...
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Senior Wealth Manager
3 days ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other...
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Wealth Manager
4 weeks ago
Mumbai, India equentis Full timeJob Description Location Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via...
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Senior Wealth Manager
3 weeks ago
Mumbai, India Techroles Full timeJob Description Client Relations - Pre IPO and Wealth Management Description/strong>: Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify...
