Senior Wealth Manager
3 days ago
Job Description Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is among the top 7 private life insurance companies in the country. The company is known for innovation, having introduced several industry-first practices such as the Free Look Period and pioneering unit-linked life insurance plans among private players in India. With a complete range of insurance products, ABSLI is committed to meeting policyholders expectations and promoting transparency. Role Description This is a full-time, on-site role for a Senior Wealth Manager, based in Chandigarh. The Senior Wealth Manager will be responsible for providing comprehensive financial planning and investment advisory services tailored to the unique needs of clients. Core responsibilities include analyzing financial goals, managing investment portfolios, offering customized financial and insurance solutions, and ensuring optimal financial strategies for client wealth management. Collaboration with internal teams and staying updated on financial regulations and market trends will also be crucial aspects of the role. Qualifications - Strong proficiency in Financial Planning and Investment Management - In-depth understanding of Investments and Finance - Knowledge and expertise in Insurance solutions - Excellent interpersonal and communication skills - Strong analytical and problem-solving abilities - Bachelor's/Master's degree in Finance, Economics, Business Administration, or a related field - Industry certifications such as CFP, CFA, or equivalent qualifications are highly beneficial - Proven experience in wealth management or financial advisory roles
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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
2 weeks 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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Wealth Manager
18 hours ago
Lucknow, India Nuvama Wealth Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Wealth Manager located in Lucknow. The Wealth Manager will be responsible for assisting clients in achieving their financial goals through strategic financial planning and effective asset management. Day-to-day tasks include...
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Senior Wealth Manager
5 days ago
Chandigarh, Chandigarh, India Aditya Birla Sun Life Insurance Full time ₹ 6,00,000 - ₹ 24,00,000 per yearCompany DescriptionAditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is...
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Relationship Manager – Wealth Management
2 weeks 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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Senior Relationship Manager
2 weeks ago
Mumbai, India Nil Full timeJob Description Job Title: Senior Relationship Manager- Wealth Management Solutions (Forex, Treasury & Wealth Management) Location: Mumbai - (with Travel) Job Type: Full-time CTC: 15- 30 LPA plus incentives plus bonus. Role Overview: We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience...
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Senior Area Manager – Private Wealth
22 hours ago
india Peoplemint Consultants Full timeJob Title: Senior Area Manager – Private Wealth Location: Delhi Experience Required: 8+ Years Industry: Asset Management Company (AMC) Business Model: B2B / Channel Partner ManagementRole OverviewThe Senior Area Manager – Private Wealth will be responsible for driving business growth through key private wealth channels, managing strategic relationships,...
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Wealth Manager
4 weeks ago
Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time🔵 Hiring: Wealth Manager – Mutual Funds (Entry-Level | Freshers Welcome) 📍 Chandigarh | On-Site 🏢 DR. Shares & Stock BrokersWe are looking for entry-level candidates with basic mutual fund knowledge and strong communication skills. If you’re interested in building a long-term career in wealth management, this role is a great place to start.Key...
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Wealth Manager
4 weeks ago
Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time🔵 Hiring: Wealth Manager – Mutual Funds (Entry-Level | Freshers Welcome) 📍 Chandigarh | On-Site 🏢 DR. Shares & Stock Brokers We are looking for entry-level candidates with basic mutual fund knowledge and strong communication skills. If you’re interested in building a long-term career in wealth management, this role is a great place to start. Key...
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Wealth Manager
4 weeks ago
Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full timeWe’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...