Senior Wealth Management Specialist
6 days ago
Job Title: Wealth Management ProfessionalJob DescriptionWe are seeking a skilled and experienced Wealth Management Professional to join our team. As a key member of our Wealth Management division, you will be responsible for developing and implementing solutions that meet the needs of our clients.Conduct timely and regular follow-ups with leads and tag them on relevant news articles and market trends.Identify opportunities to increase client base through referrals, networking, and other means.Initiate portfolio reviews of existing investors in a timely manner to ensure alignment with their financial goals.Upsell and cross-sell products to existing investors by providing personalized recommendations and keeping them informed about market developments.Requirements:Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed decisions.Minimum 4-8 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications, such as CFA or CAIA, is an added advantage.Desired Candidate Profiles:Proven track record of success in Wealth Management, with a minimum of 10 cr AUM.Exposure to all wealth instruments, including insurance, FD, Mutual Fund, PMS, and AIF.
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Senior Wealth Manager
3 hours 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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Senior Business Development Specialist
2 weeks ago
Delhi, India Wealth Clinic Full timeJob Description Company Description Wealth Clinic, founded in 2012 by Amit Raheja and Sumit Raheja, is one of the fastest-growing real estate consulting firms, employing over 400 professionals. With a large portfolio of trusted developers, the company offers consulting services in residential, office space, and retail verticals. At its core, Wealth Clinic...
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Relationship Manager – Wealth Management
3 hours 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 Channel Partnership Manager
4 days ago
Noida, India PlusWealth Capital Management LLP Full timeJob Description Job Description for Wealth Channel Partnership Manager Job Location Max Tower, Noida About Us PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equities, options, and futures. We thrive on building cutting edge, data-driven, and tech-based trading algorithms. As a dynamic,...
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Sales And Marketing Specialist
5 days ago
Delhi, India RS Wealth Management Pvt. Ltd. Full timeJob Description Company Description RS Wealth Management Pvt. Ltd., established in 2013, is a comprehensive financial services provider offering a vast array of investment products and solutions. As a member of NSE, BSE, and MCX, we support trading in equity, derivatives, and commodities while also providing services in mutual funds, insurance, digital...
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Senior Wealth Manager
8 hours ago
Delhi, India HDFC Bank Full timeJob Description Wealth Relationship Manager (Wealth RM) Role: Wealth Relationship Manager Department: Wealth Location: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/Gorakhpur To acquire, manage, and grow a portfolio of affluent / high-net-worth clients by providing tailored wealth management solutions, delivering superior customer experience, and ensuring...
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Senior Product Manager
5 days ago
Bengaluru, India Neo Wealth and Asset Management Full timeJob Description Building the Future of Wealth & Asset Management At Neo, we're not building another financial platform. We're building the future of wealth and investing in India AI-native, proactive, and designed for speed and trust. Whether it's trading, wealth reporting, onboarding, or advisory, our systems act like a thinking partner that anticipates...
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Senior Wealth Manager
1 week ago
Gurugram, India Dealplexus Full timeJob Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across...
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India Scripbox Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...
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Wint Wealth
2 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...