Wealth Manager
3 weeks ago
Job Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire, manage, and deepen relationships with HNI and UHNI clients. Generate business opportunities through an existing client base and personal network. Understand client requirements and deliver customized investment solutions. Advise clients on wealth preservation, growth, and succession planning. Collaborate with internal teams to ensure seamless service delivery. Achieve business targets through new client acquisition and portfolio growth. Stay updated with market trends, investment products, and regulatory guidelines. Key Requirements 57 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms. Proven ability to build and manage strong client relationships. Must possess a personal database of HNI/UHNI clients and strong networking skills. Deep understanding of financial products (mutual funds, PMS, AIFs, structured products, insurance, etc.). Excellent communication, presentation, and interpersonal skills. Self-motivated, target-oriented, and entrepreneurial mindset.
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Wealth Manager
4 hours ago
Lucknow, India Nuvama Wealth Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Wealth Manager located in Lucknow. The Wealth Manager will be responsible for assisting clients in achieving their financial goals through strategic financial planning and effective asset management. Day-to-day tasks include...
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Wealth Manager
3 weeks ago
Gurugram, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key ResponsibilitiesAcquire, manage,...
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Wealth Manager
3 weeks ago
Gurugram, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire,...
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Wealth Manager
3 weeks ago
Gurugram, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire,...
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Senior Wealth Manager
1 week ago
Pune, Maharashtra, India, Maharashtra Nuvama Wealth Full timeAbout Nuvama: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 investment...
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Partner-Wealth Management
3 weeks ago
Gurugram, Gurugram, India InvesTek Full timeJob Description InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth...
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Senior Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu Nuvama Wealth Full timeAbout Nuvama: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 investment...
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Relationship Manager-Wealth Management
2 weeks ago
Gurugram, Gurugram, India Aabhar Corporate Services Limited Full timeJob Description Relationship Manager- Wealth Management Location-Gurgaon Experience - 2-4 Years Role Description We are looking for a dynamic Relationship Manager Wealth Management to manage and grow a portfolio of HNI/Ultra-HNI and corporate clients by offering tailored financial and investment solutions. Key Responsibilities - Develop and manage...
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Senior Wealth Manager
3 weeks ago
Gurugram, India Dealplexus Full timeJob Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across...
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Wealth Head
4 weeks ago
Gurugram, Gurugram, India Bajaj Capital Ltd Full timeJob Description Company Description Bajaj Capital Ltd. is a trusted financial services company with over 60 years of experience helping clients protect and grow their wealth. We are committed to providing need-based financial solutions, building lifetime client relationships, and ensuring value through high-quality mentorship and research. Our diverse range...