Wealth Management Professional

Wealth Management ProfessionalNibodhah is seeking a skilled Wealth Management Professional to drive sales through existing clients, conduct daily sales calls, and provide solutions to clients based on their requirements and goals. The ideal candidate should have a strong understanding of wealth management products, good market intelligence, and excellent...

Company OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. We are backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.We serve close to a million customers comprising a diversified set...

**Job Summary:**We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Karyarth.About the Role:The ideal candidate will have a strong background in wealth management, with experience in acquiring and advising high net worth individuals (HNIs). They will be responsible for leading a pool of affluent and super...

We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Wealth Manager Job DescriptionKey Responsibilities:Acquire and advise HNI clients, leading affluent and super affluent client bases from existing company pools.Build sales funnels through client meetings or virtual presentations.Conduct and assist in organizing seminars, workshops, and business development activities.Coordinate with product and research...

About 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...

About Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs) and multi-family offices.Our vision is to offer comprehensive, trustworthy solutions by standing on three pillars of unbiased advisory, transparency and...

About Vitasta Consulting Pvt LtdVitasta Consulting Pvt Ltd is a leading consulting firm that provides expert services in the wealth management industry.Job Summary:We are seeking an experienced Senior RM Wealth to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track...

About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

Job Purpose :The role requires a skilled professional to mentor, monitor, and drive a team of wealth managers catering to the investment needs of mass affluent clients. To achieve desired revenue, client acquisition, and AUM targets through self and team contribution. The ideal candidate must ensure all processes are followed, in line with the organization's...

**Job Purpose:**At ConsultBae India Private Limited, we are seeking a skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management...

About Neo Wealth and Asset Management:At Neo Wealth and Asset Management, we are committed to delivering innovative and comprehensive wealth and asset management solutions to our clients. We are seeking a highly skilled Network Infrastructure Manager to join our infrastructure team.The ideal candidate will have a strong background in network design and...

Job DescriptionThis role is an excellent opportunity for an individual to support the Financial Planning and Analysis (FP&A) team within the Wealth business of Citi, a leading global financial services company.The FP&A team is responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader...

Job DescriptionWe are seeking a highly skilled Senior Wealth Management Specialist to join our team at 9608 Deutsche India Private Limited, Mumbai Branch.This is an exciting opportunity for a seasoned professional to work in the dynamic Wealth Management industry and contribute to the growth of our business.Company OverviewDeutsche Bank's Wealth Management...

Job Purpose: We are seeking a seasoned professional to lead our Wealth Management cluster in Mumbai. The ideal candidate will have a proven track record of managing high net worth individuals (HNI) and driving sales growth.Key Responsibilities:Develop and execute business plans to drive sales growth in the Wealth Management segment.Manage and motivate a team...

Job Title: Wealth Relationship ManagerJob Summary:As a Wealth Relationship Manager, you will be responsible for acquiring, growing, and deepening Super HNI banking customer relationships through effective relationship management. You will analyze and satisfy Super HNI customers' financial and investment needs and objectives, providing the face of the bank to...

Key ResponsibilitiesAs a Strategic Wealth Manager at Kotak Mahindra Bank, you will be accountable for designing and implementing tailored wealth creation strategies for high-net-worth individuals. This involves conducting in-depth analysis of clients' profiles to identify opportunities for wealth growth, preservation, and enhancement.Key Accountabilities1....

At Fisdom, we're revolutionizing the wealth management space with cutting-edge technology and conventional wisdom.We partner with banks to offer a 360-degree wealth management platform for mutual funds, HNI products, broking, and insurance. Our goal is to make superior advisory services accessible to all, helping everyone maximize their wealth.We strive to...