Wealth Manager
3 weeks ago
Job Description - Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. - Achieve the Targets set in terms of product mix. - 360 degree coverage of client needs across his personal & business banking/financial needs. - Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. - Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. - Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. - Manage the portfolio to de-risk against attrition and achieve stability of book. - Manage the key performance indicators at the highest level. - Manage the customer transition with utmost sensitivity. - Ensure compliance with these policies and procedures on an ongoing basis. - Any suspicious transaction must immediately be reported to the supervising officer. Candidate Profile : - Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer Burgundy Priority/ Insignia/ Wealth Management/ Pvt Banker . - Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. - Should have experience of field sales & client interaction. Great communication with knowledge of local language.
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Wealth Manager
1 week ago
Ahmedabad, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe 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 &...
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Wealth Manager
1 week ago
ahmedabad, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe 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 &...
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Wealth manager
3 weeks ago
Ahmedabad, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2 B 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...
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Wealth Manager
4 weeks ago
Ahmedabad, India Nuvama Wealth Full timeWealth 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,...
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Wealth Manager
7 days ago
Ahmedabad, India Nuvama Wealth Full timeWealth 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,...
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Wealth Manager
4 weeks ago
Mumbai, 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 Management Operations
2 weeks ago
Ahmedabad, Gujarat, India Swatantra Wealth Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...
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Wealth Manager
2 days ago
Ahmedabad, Delhi, Mumbai, NCR, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...
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Wealth Manager
2 days ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
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Private Wealth Manager
4 days ago
Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...
