Wealth Manager

3 days ago

Jamnagar, India Nuvama Wealth Full time

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: Ahmedabad, Mumbai & Pune Roles And Responsibilities - Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners - Doing various training programs for partners to train them for various financial products. - Maintaining relationship with partners to generate business. Qualifications And Skills: - MBA/ PGDM or relevant degree. - Min 3+ years relevant experience in BFSI and Wealth domain. - Candidates with prior experience of handling B2B Channel (Preferred).

  • Wealth Management Consultant

    1 week ago

    Jamnagar, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    5 days ago

    Jamnagar, India ICICIDirect Full time

    Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio reviews and performance updates with clients to...

  • Private Wealth

    1 week ago

    Jamnagar, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

  • ▷ Apply Now! Private Wealth

    3 days ago

    Jamnagar, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    1 week ago

    Jamnagar, Gujarat, India, Gujarat ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Senior Relationship Manager

    3 weeks ago

    Jamnagar, India Axis Mutual Fund Full time

    Job Title: Senior Relationship Manager – Wealth & PCG Department: Sales, Wealth & Family Office Position Grade Range: Basis eligibility and evaluation Location: Ahmedabad Who we Are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across...

  • Investor Relations Manager

    3 weeks ago

    Jamnagar, India The Leaders Hive Full time

    Job Title: Investor Relations Associate Location: Ahmedabad About the Role We are seeking a passionate and energetic Investor Relations Associate to join our team. The role involves engaging with High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs), supporting fundraising initiatives, and promoting investment offerings. Key...

  • Fund Accounting Specialist

    3 weeks ago

    Jamnagar, India Applied Software - WealthSpectrum Full time

    Applied Software Pvt. Ltd. is a software product company having products in the investment and wealth management domain. Our flagship product suite WealthSpectrum is used by leading financial institutions and banks. We service 250+ investment managers having aggregate assets over US$300 billion. As part of the core product team, you will contribute on the...

  • (15h Left) Mobile App Developer

    1 week ago

    Jamnagar, India Applied Software - WealthSpectrum Full time

    Applied Software is a leading fintech product company in the investment and wealth management space. Our flagship suite, WealthSpectrum, powers 250+ investment managers worldwide, overseeing assets of over US$300 billion. Trusted by top financial institutions, we deliver scalable, innovative solutions that drive efficiency and performance. Role Overview: We...

  • ▷ [Urgent] Service Relationship Manager - Private Wealth - Bank (4-10 Yrs) Ahmedabad (bfsi Sales)

    2 weeks ago

    Jamnagar, India MintSkill HR Solutions Full time

    1 Engagement Satisfaction Build and maintain strong client relationships ensuring high satisfaction levels 2 Issue Resolution Promptly address and resolve client concerns keeping them informed throughout the process 3 Product Knowledge Possess in-depth understanding of financial products like Mutual Funds PMS AIF Structured Products Bonds and...