Wealth Manager
1 week ago
Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesCater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area.Ensure the timely delivery of customized wealth advise to HNI customersPeriodic review of client's portfolio to ensure that they are in line with client's investment objectivesJoint calls with branch teamRole RequirementsEducational Qualifications: Post GraduationExperience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatoryPreferred industry back ground: Wealth Management, Banking, Investment CounsellingDomain Knowledge: Sales/Wealth Management, capital markets, Investment Products
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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
1 week 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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Relationship Manager – Wealth Management
1 week 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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Wint Wealth
3 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...
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Wealth Manager
10 hours ago
India equentis Full timeLocation: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size - Identify fitment of Wealth Advisory products matching the client’s investing goals - Interact with potential customers with the...
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Wealth Manager
3 weeks ago
Gurugram, Gurugram, India NexionPro Services Full timeJob Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...
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Wealth Manager
13 hours ago
Mumbai, Maharashtra, India, Maharashtra AQM Technologies Full timeJob Title: Test Engineer – Wealth OperationsLocation: Ghatkopar, MumbaiExperience: 1–5 YearsEmployment Type: Full-timeJob Description:We are looking for a motivated and detail-oriented Test Engineer (Wealth Operations) to support testing of back-office and middle-office systems in the Wealth Management domain. This role suits professionals from wealth...
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Wealth Manager
1 week ago
Delhi, India, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
4 weeks ago
Vapi, India Mirae Asset Sharekhan Full timeJob Description Company Description Established in 1995, Mirae Asset Sharekhan is a pioneer in introducing online trading in India. Serving over 3.1 million clients through 120+ branches and 4,400+ business partners, it has built a strong reputation in wealth creation. The company offers an extensive range of financial solutions, including Mutual Funds,...
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Wealth Manager
4 weeks ago
Kolkata, India SMIFS LIMITED Full timeJob Description Company Description SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management...