Wealth Manager
4 weeks ago
Responsibilities - Identify and onboard high-net-worth individuals HNWIs and affluent clients through personal networks referrals and partnerships - Provide comprehensive financial planning and investment advisory services to meet client needs - Ensure exceptional client servicing thereby maintaining long-term relationships and client satisfaction - Identify and acquire channel partners including financial intermediaries advisors and other strategic alliances - Maintain strong relationships with channel partners to ensure consistent client referrals and business growth Lead train and manage a team of 3-5 Relationship Managers RMs - Set and monitor performance goals ensuring the team achieves sales and servicing targets - Provide regular feedback and coaching to enhance team effectiveness - Develop and execute strategies to expand the customer base and drive revenue growth - Stay updated on market trends and offer innovative investment solutions to clients - Ensure adherence to compliance regulatory guidelines and company policies in all transactions Qualification Education MBA Finance related field CFA or CA certification Advanced Qualification Certification Specialist TrainingNISM Certifications Investment advisor Level I II Series VII CFP CWM FRM CIMA preferredMinimum Experience- Minimum of 3-5 years of relevant work experience in wealth management financial advisory or a similar role Functional Skills and Capabilities1 Strong understanding of financial products investment instruments and market dynamics 2 Proven experience in managing client relationships and delivering on financial goals 3 Excellent communication and interpersonal skills 4 Leadership abilities to manage and motivate a team effectively 5 Analytical mindset with strong problem-solving capabilities 6 Ability to work in a fast-paced target-driven environment 7 Proficiency in financial planning tools and CRM systems JOB INTERACTIONS KEY INTERNAL INTERACTION WITH NATURE OF INTERACTIONAll DepartmentsCross-Functional Collaboration - Align operations with organizational goals and support other departments such asProduct Technology Compliance and Customer Support to meet business targetsSupport and Enablement - Facilitate efficient workflows and remove operational barriers for smooth executionData-Driven Decision Making - Support internal teams by providing insights and analytics that can improve decision makingContinuous Improvement and Training - Promote a culture of continuous improvement within operations to boost productivity and efficiency across the organizationKEY EXTERNAL INTERACTION WITH NATURE OF INTERACTIONVendors Clients- Strategic interactions with external customers focused on ensuring seamless service delivery optimizing client experience and strengthening partnerships ref updazz com
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description 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...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India 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
2 weeks ago
Mumbai, Maharashtra, India 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
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles 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 clients...
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Wealth Manager
1 day ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles 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 clients...
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Wealth Manager
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles 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...
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Urgent Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles 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 clients...
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Wealth Management Analyst
3 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
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Wealth Management Analyst
1 day ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Investments Full timePosition: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...
