Wealth Management Specialist

Key ResponsibilitiesSales Strategy Development: Develop short-term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.Client Relationship Management: Establish strong relationships with existing and potential clients, ensuring their needs are met and...

Job OverviewThe Regional Head position at Emkay Wealth Management is a key role responsible for driving the growth and success of our wealth management business in the region. This individual will lead a team of professionals to develop and implement sales strategies, manage client relationships, and contribute to the overall achievement of organizational...

About Us: We are revolutionizing the wealth management space by combining deep financial research with cutting-edge technology. As a fast-growing firm based in Delhi, we offer a dynamic environment where innovative ideas, data-driven insights, and technology intersect to create next-generation portfolio management solutions. We are committed to empowering...

Job DescriptionWork Level: Middle ManagementCore: Self Motivated, Result DrivenLeadership: DelegationRole:Industry Type: BankingFunction: Wealth ManagerKey Skills: Wealth Management,Ultra HNI,Relationship Management,Private Wealth,Portfolio ManagementEducation: PG/ MasterRole DescriptionThis is a full-time on-site role for a Wealth Management - Bank position...

About Neo GroupNearly two years ago, we embarked on a journey to revolutionize wealth and asset management in India. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, Neo has been built on three pillars: unbiased advisory, transparency, and cost-efficiency. Our goal is to offer trusted and reliable investment solutions that cater to the diverse needs of our...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

Job DescriptionJob Description :- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to achieve a...

Job Description :To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.Strategies to achieve a balance of revenue...

Work with one of the leading financial services conglomerates in the world Manage and lead a team of private bankers About Our Client Wealth and Personal Banking is HSBC's new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with trillion in assets. ...

About Neo Wealth And Asset Management:At Neo, we're redefining the world of wealth and asset management. Our cutting-edge platform is designed to cater to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and multi-family offices. We're driven by our three core pillars: unbiased advisory, transparency, and cost-efficiency. Our...

Job DescriptionWe have openings forWealth Manager.Location: DelhiSalary: 8 - 12lExp: 3 - 5 yearsDetails:Generate new business to achieve defined sales targets Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the key performance indicators at the highest level....

A Career at Neo Wealth and Asset ManagementWe're a dynamic Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Our team is passionate about delivering innovative solutions that meet the evolving needs of our clients. We're committed to fostering a culture of excellence, teamwork and continuous learning. We're...

Required Skills and QualificationsTo be successful in this role, you must have a strong understanding of equities, mutual funds, bonds, and other investment products. You should also possess excellent analytical, communication, and relationship management skills. A minimum of 1-3 years of experience in investment advisory, wealth management, or financial...

**Company Overview**About Neo Wealth and Asset Management: Neo is a cutting-edge, focused wealth and asset management platform in India. We cater to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs), and multi-family offices.We stand on three pillars of unbiased advisory, transparency, and cost-efficiency, offering comprehensive and...

Join Our TeamWe are seeking a skilled Wealth Management Expert to join our team at Invsify.About the Position:This role involves providing high-quality wealth management services to our clients, including investment advice, portfolio management, and financial planning.Key Skills:Proven track record of delivering exceptional client service and outcomes.Strong...

Job DescriptionWe are seeking an experienced Sales and Business Development Manager to join our team. In this role, you will be responsible for developing and implementing sales strategies to acquire new clients and grow existing relationships.Main Responsibilities- Identify and pursue new business opportunities through face-to-face meetings and...

Job DescriptionCompany DescriptionAlmondz is a multifaceted business that focuses on various verticals including Wealth Management. Since 1994, Almondz has been using their entrepreneurial drive to build sustainable businesses through ethical practices, innovation, and partnerships. They offer a wide range of services such as Transaction Advisory,...

Senior Portfolio & Fund Research Analyst Location: Delhi, India Experience: 2-4 years Industry: Wealth Management | Fintech | Financial Services About the Role We are looking for a Senior Portfolio & Fund Research Analyst to join our investment research team. This role involves deep-dive fund analysis, financial modeling, and portfolio research ,...

About Neo Wealth and Asset Management:We are a forward-thinking, specialized Wealth and Asset Management platform in India, serving high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our organization is built on three foundational pillars: unbiased advisory, transparency, and cost-efficiency. We deliver...