Wealth Manager
4 weeks ago
Job Description Company Description SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management Services, Research & Advisory, and Investment Banking. With a pan-India presence, SMIFS Limited is known for its strong Research & Advisory capabilities, catering primarily to Institutional and Ultra HNI clients. The company is committed to upholding its core values of Legacy, Growth, and Trust. Role Description This is a full-time, on-site role based in the Kolkata metropolitan area for a Wealth Manager. The Wealth Manager will be responsible for guiding clients in financial planning and investment management, offering insights and advisory services, creating risk-averse strategies, monitoring portfolios, and providing regular updates to clients. The role involves building strong relationships with clients and understanding their financial goals to offer tailor-made financial solutions. Qualifications - Proficiency in Financial Planning and Investments - Strong knowledge of Investment Management and Finance - Experience in Insurance and related financial products - Excellent interpersonal and communication skills to build and maintain client relationships - Ability to analyze market trends and make informed financial recommendations - Relevant experience in wealth management, financial advisory, or a similar field - Bachelor's degree in Finance, Economics, Business Administration, or related discipline; certification in CFP or CFA is a plus
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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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Senior Wealth Manager
1 week 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
1 week ago
Vadodara, Gujarat, India, Gujarat UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. Work With the Largest & Most...
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Wealth Management Advisor
6 days ago
Kolkata, India SMIFS LIMITED Full timeJob Description Company Description SMIFS Limited, established in 1993, provides a comprehensive range of financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and other financial distribution services such as Mutual Funds, IPOs, and FPOs. With a strong pan-India...
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Wint Wealth
3 weeks ago
Bengaluru, India Wint Wealth Full timeJob Description Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 70,000+ investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform provider (OBPP) registered with SEBI as a debt broker. We...
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Wealth Manager
2 days ago
Kolkata, West Bengal, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and...
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Wealth Manager
1 week ago
india KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
1 week ago
Kolkata, West Bengal, India Nirmal Bang Full timeCompany DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...
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Wealth Manager
2 hours ago
India equentis Full timeLocation: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size - Identify fitment of Wealth Advisory products matching the client’s investing goals - Interact with potential customers with the...
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Relationship Manager
1 week ago
Greater Kolkata Area, India Novus Wealth Full timeAbout Novus WealthNovus Wealth is a modern wealth management firm dedicated to helping individuals and families build, manage, and grow their wealth through expert-led investment strategies. We combine insightful financial planning with access to top-performing mutual funds and investment products—ensuring every client enjoys a seamless and transparent...
