Senior Wealth Management Professionals
5 days ago
The role involves managing and growing a portfolio of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Key responsibilities include:
- Identifying and acquiring new HNI/UHNI clients through relationship building and networking.
- Developing and implementing strategies to deepen relationships with existing clients, resulting in increased revenue and client retention.
- Generating revenue by promoting and selling Mutual Funds, Portfolio Management Services, Alternate Investment Firm products, and Equity Broking services.
- Providing exceptional customer service, including regular communication, market updates, and personalized advice to clients.
Key qualifications for the role include:
- Minimum 7 years of experience in wealth management or a related field.
- In-depth knowledge of equity and debt-based products, loans, and other financial instruments.
- Exceptional sales and soft skills, with the ability to build strong relationships with clients.
- Strong understanding of capital markets and financial products, enabling the provision of expert advice to clients.
- AUM of minimum Rs. 50 Cr, with existing relationship managers in wealth management/private banking having an added advantage.
As a senior wealth management professional, you will have the opportunity to work with high-net-worth clients, develop your expertise in financial products, and contribute to the growth of the company's AUM.
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2 weeks ago
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Wealth Manager
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Wealth Manager
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Wealth Portfolio Strategist
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4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
