
▷ Urgent: Wealth Manager
3 weeks ago
Designation Asst Mgr Mgr Sr Manager- Job Role Wealth Manager - HNI Acquisition- Experience 2 - 5 Years- Location Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs assessing their risk appetite and providing them investment options - Responsible for achieving targets as assigned by the organization on a monthly basis - Provide regular updates to the immediate superior as an when required Required Education Skill Set Knowledge - Graduate Post graduate - Experience in direct selling of financial products like Equity Mutual Fund Commodity Derivatives sales - Candidates having AUM Asset under Management size of 20cr above and connect among HNIs will have advantage - Should have good communication presentation skills - Pleasing and positive attitude - Should be a self-starter proactive target oriented - Relationship building skills ref updazz com
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Wealth Manager
3 weeks ago
india Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Wealth Manager
5 days ago
Mumbai, Maharashtra, India, Maharashtra 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 Manager
3 weeks ago
Chennai, India Unified Vision Wealth Full timeJob Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...
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Apply in 3 Minutes! Senior Wealth Manager
3 weeks ago
Bengaluru, India Nuvama Wealth Full timeJob Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Content Writer
5 days ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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[Urgent] Wealth Managment
3 days ago
Mumbai, India Techroles Full timeJob Description Description: Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify potential clients, pitch investment opportunities, and...
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Mumbai, India Bajaj Capital Ltd Full timeJob Description Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: 1. Develop and provide solutions to the clients basis their requirements 2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles 3. Increase client base by meeting...
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Wealth Manager
2 days ago
Mumbai, India equentis Full timeJob Description Location Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via...
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Relationship Manager
7 days ago
Surat, India KV Wealth Full timeJob Description Company Description At KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients quality of life and provide actionable solutions. Our team is...
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Investment Manager
5 days ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeJOB DESCRIPTIONPosition TitleInvestment ManagerAbout NuvamaNuvama 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...