National Wealth Management Director
12 hours ago
Job Summary
We are seeking a highly skilled and experienced National Head-Wealth Management professional to join our team at JOBS n TA HR Services. The successful candidate will be responsible for driving business growth and managing the day-to-day operations of the company across various regions.
Key Responsibilities
- Responsible for handling Assets Under Management (AUM) of 2500 Cr and ensuring month-on-month growth of 6% of the AUM of the region.
- Drive business across products like Mutual Funds, Bonds, Portfolio Management, AUM, and Equity every month.
- Acquire new clients via Relationship Managers.
- Develop and implement the national strategy and vision for the finance company.
- Oversee the day-to-day operations of the company across various regions or branches.
- Identify and pursue opportunities for business growth and market expansion.
- Monitor and manage the financial performance of the company at the national level.
- Lead, mentor, and manage senior executives and managers across different regions.
- Ensure that all operations comply with regulatory requirements and industry standards.
Requirements
Mutual Funds, Equity, Private Equity, Portfolio Management, AUM, MFD, State Head, National Head, AIF, Vice President
-
National Wealth Management Director
5 days ago
Mumbai, Maharashtra, India JOBS n TA HR Services Full timeJob Title: National Head-Wealth ManagementJOBS n TA HR Services is seeking a highly skilled and experienced National Head-Wealth Management to lead our finance company's national strategy and vision.Key Responsibilities:Asset Management: Responsible for managing a portfolio of 2500 Cr and driving month-on-month growth of 6%.Business Development: Driving...
-
National Wealth Management Director
6 days ago
Mumbai, Maharashtra, India JOBS n TA HR Services Full timeJob DescriptionAs a key member of the JOBS n TA HR Services team, we are seeking a highly skilled and experienced National Head-Wealth Management professional to lead our wealth management initiatives across the country.Key Responsibilities:Asset Management: Oversee the management of assets worth 2500 Cr and drive month-on-month growth of 6% of the region's...
-
Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
-
Wealth Management Professional
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...
-
National Sales Director
12 hours ago
Mumbai, Maharashtra, India Talent Corner HR Full timeJob Title: National Sales DirectorJob Summary:The National Sales Director is responsible for driving business development activities for the IT business across India. This includes creating go-to-market strategies, building and managing a high-performing team, identifying new data center and enterprise opportunities, partnering with new channel partners,...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...
-
Senior Wealth Management Professional
12 hours ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...
-
Product Management Associate
5 days ago
Mumbai, Maharashtra, India Apollo Global Management, Inc. Full timeAbout ApolloApollo is a global alternative asset manager seeking a driven individual to join their expanding product management team focusing on private markets.Position OverviewThe successful candidate will partner with Product directors to assist in the ongoing management & maintenance of a growing platform of private wealth products in private credit,...
-
Product Management Director
6 days ago
Mumbai, Maharashtra, India Nexthire Full timeJob Title: Associate Director Product ManagementWe are seeking a seasoned Product Management professional to lead our product team in Mumbai. As an Associate Director Product Management, you will be responsible for driving the product vision, strategy, and roadmap aligned with company goals and market trends.Key Responsibilities:Conduct market research,...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Riverforest Connections Private Limited Full timeJob PurposeThe role requires catering to the investment needs of mass affluent clients, meeting revenue and AUM targets, and ensuring adherence to organizational ethos.Key ResponsibilitiesRecommend investment products such as MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, and Direct Equity to meet client needs.Meet AUM and investor acquisition targets for the...
-
Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Riverforest Connections Private Limited Full timeJob PurposeThe role requires a skilled professional to cater to the investment needs of mass affluent clients, meeting revenue targets through client acquisition and asset under management (AUM) targets. The successful candidate will ensure all processes are followed, aligning with the organization's ethos.Key ResponsibilitiesRecommend investment products...
-
Wealth Management Specialist
12 hours ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Corenza Full timeAbout CorenzaCorenza is a digital family office that provides personalized wealth management services to high net worth individuals. With a team of over 12 experienced professionals, including CAs, CFAs, CFPs, and MBAs, we manage over ₹100 crore in assets under management.Role and ResponsibilitiesWe are seeking a skilled Wealth Management Specialist to...
-
Global Wealth Manager
3 days ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCHSBC offers a career that will take you further, with opportunities, support, and rewards that will help you grow professionally and personally.Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Corenza Full timeAbout CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. With a team of experienced professionals, including CAs, CFAs, CFPs, and MBAs, we provide comprehensive financial solutions to our clients.Role and ResponsibilitiesAs a Wealth Advisor at Corenza, you will be responsible for...
-
Product Management Director
4 days ago
Mumbai, Maharashtra, India Nexthire Full timeAbout the RoleWe are seeking a dynamic and driven Director of Product Management to lead our product team. As a Director Product Management, you will be responsible for leading a team of business analysts and collaborating closely with cross-functional teams to enhance our product and specify and deliver features that drive increased product value and...
-
Global Wealth Manager
6 days ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCAre you looking for a career that will take you to new heights? Join HSBC and experience the possibilities. Our Global Wealth Management team is seeking an experienced professional to join our Overseas Indian Support team.Key ResponsibilitiesSource and deliver on meeting Overseas Indian Non-Traditional Business (NTB) targets...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India ConsultBae India Private limited Full timeJob Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...
-
Senior Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeJob Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...