Current jobs related to Wealth Sales Manager - Mumbai, Maharashtra - Premier Consultants

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company DescriptionNuvama 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...

  • Wealth Manager

    4 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company 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...

  • Wealth Management Specialist

    5 days ago

    Mumbai, Maharashtra, India Emkay Wealth Management Full time

    We are looking for an experienced Wealth Management Specialist to join our team at Emkay Wealth Management. This role involves building relationships with high net worth individuals and providing them with tailored financial solutions.Key Responsibilities:Acquire new customers with a minimum investable surplus of 1 Cr. - 5 Cr.Develop short-term and long-term...

  • Wealth Management Expert

    2 weeks ago

    Mumbai, Maharashtra, India Fisdom Private Wealth Full time

    Skillful Wealth Manager NeededWe are seeking an experienced Senior Wealth Manager to join our team at Fisdom Private Wealth. The successful candidate will have expertise in financial planning, investment management, and relationship management.About the RoleThis is a full-time on-site role for a Senior Wealth Manager located in Mumbai & Navi Mumbai. The...

  • Senior Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Fisdom Private Wealth Full time

    Job DescriptionCompany DescriptionFisdom Private Wealth is a venture of Fisdom, Indias leading wealth-tech company, providing HNIs with a reliable technology platform for wealth management. The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.Role DescriptionThis is a...

  • Wealth Management Expert

    1 day ago

    Mumbai, Maharashtra, India Fisdom Private Wealth Full time

    Company OverviewFisdom Private Wealth is a leading wealth-tech company in India, providing high net worth individuals with a reliable technology platform for wealth management.The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth clients.Job ResponsibilitiesThis full-time on-site role...

  • Wealth Management Specialist

    3 days ago

    Mumbai, Maharashtra, India Fisdom Private Wealth Full time

    Company OverviewFisdom Private Wealth is a leading wealth-tech company providing high-net-worth individuals with a reliable technology platform for wealth management.The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.

  • Wealth Portfolio Manager

    4 days ago

    Mumbai, Maharashtra, India Fisdom Private Wealth Full time

    Company Overview:Fisdom Private Wealth is a leading wealth-tech company in India, providing high net worth individuals with a reliable technology platform for wealth management. The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.Role Description:This full-time on-site role...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Wealth ManagerClient Relationship Management: Build and maintain strong, long-term relationships with high net worth clients.Financial Planning: Develop and implement comprehensive financial plans tailored to clients' individual needs and objectives, including retirement planning, estate planning, and tax optimization.Investment Management: Provide expert...

  • Wealth Management

    3 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities)We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

  • Compliance Specialist, Wealth Management

    4 days ago

    Mumbai, Maharashtra, India Ares Wealth Management Solutions Full time

    About Ares Wealth Management SolutionsWe are a leading provider of wealth management solutions, driven by our core values of Collaborative, Responsible, Entrepreneurial, Self-Aware, and Trustworthy. Our purpose is to be a catalyst for shared prosperity and a better future.

  • Wealth Planning Professional

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management offers a unique opportunity to leverage your expertise as a Wealth Planning Professional, helping high net worth individuals achieve their financial objectives.You will work closely with clients to understand their financial goals, risk tolerance, and time horizon, developing tailored investment strategies to meet their needs.Key...

  • Strategic Advisor

    1 week ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    As a Strategic Advisor - Wealth Management, you will play a crucial role in helping UHNW families and large family offices achieve their long-term wealth goals. With expertise in mergers and acquisitions, public and private markets, capital structuring, and investment banking, you will provide customized advice on strategic investments and wealth...

  • Wealth Management Solutions Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Ares Wealth Management Solutions Full time

    As a Wealth Management Solutions Specialist at Ares Wealth Management Solutions, you will play a crucial role in supporting the company's mission to bring passion and customer focus to the business. This position requires a highly skilled individual with 5-10 years of experience in the Finance industry, specifically in Application Production Support.Key...

  • Wealth Management Compliance Professional

    22 hours ago

    Mumbai, Maharashtra, India Ares Wealth Management Solutions Full time

    Ares Wealth Management Solutions is committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within our exciting and growing industry.We are seeking a skilled Wealth Management Compliance Professional to join our team. In this role, you will be...

  • Wealth Management

    3 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Service Head WM (No Sales Role, Only Service)team handling roleBroad JD / SkillsResponsibilities- Previous experience in Wealth Management Operations & servicing client investment requirements.- Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc.- Back-end support & co-ordination with...

  • Wealth Management

    2 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Service Head WM (No Sales Role, Only Service)team handling roleBroad JD / SkillsResponsibilitiesPrevious experience in Wealth Management Operations & servicing client investment requirements.Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc.Back-end support & co-ordination with AMC's,...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Usurp tech Full time

    Job Title: Wealth ManagerCompany: Dhanavruksha Financial ServicesWebsite: https://dhanavruksha.in/Location: Mumbai (Andheri)/Navi Mumbai (Vashi) (Based on candidate's preference)NISM V A RequiredCompany Overview: In today's dynamic and evolving financial markets, we understand the need for seasoned, qualified, and unbiased professionals who can guide...

  • Private Wealth Financial Planner

    3 days ago

    Mumbai, Maharashtra, India Fisdom Private Wealth Full time

    Financial Planning and Investment Management skillsRelationship Management & Wealth Management Experience, with an ability to move AuMExperience in Investments and FinanceKnowledge of Insurance productsExcellent communication and interpersonal abilitiesThis role involves financial planning, investment management, managing investments, finance, and insurance...

  • Wealth Relationship Manager

    24 hours ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Wealth Sales Manager

1 month ago

Mumbai, Maharashtra, India Premier Consultants Full time

This is regarding opening with a leading Asset Servicing company as a Wealth Sales ManagerDesignation Wealth Sales ManagerExperience 3 years of work experience in wealth Sales FDI FPI trade forex PCG transaction banking productsIndustry BFSI onlyNOTE looking for candidates who can join within a month or max by one monthLocation MumbaiJob Role - Prospecting creating and obtaining leads such as Wealth Advisors and Family Offices- Asset managers management companies and private banks that want to make investments in India and other international markets using a range of asset classes including debt stock mutual funds and unlisted securities - Managing sales activities and hitting monthly targets for all products and services - Developing and maintaining current business and client relationships - In charge of creating annual budgets and plans for reaching the goals - Giving the product team pertinent data and input on rivals products and services which enables them to develop product variations and enhance already-existing goods and services ref updazz com updazz com