PCG Wealth Portfolio Manager
2 weeks ago
We are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank.
About the RoleThe successful candidate will be responsible for selling Equity based investment products to our Wealth customer base, leveraging their excellent servicing skills and conflict management abilities to drive business growth and maximize revenue generation.
Key Responsibilities- Develop business by effectively servicing clients and generating references from our partner Wealth customer base.
- Work in close coordination with the Wealth team to ensure all clients acquired from assigned areas trade actively.
To succeed in this role, you should possess:
- Good communication and presentation skills.
- A self-starter attitude, being proactive and target-oriented.
- Strong networking and relationship building skills.
We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience. In addition, you can expect a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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PCG Elite RM Specialist
4 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeOverviewWe are seeking a highly skilled PCG Elite RM Specialist to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Salary and BenefitsThe estimated annual salary for this position is ₹1,500,000 -...
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Financial Services Professional
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob Overview:Nuvama Wealth, a leading provider of wealth management services, is seeking an experienced Wealth Manager to join their digital business team. The ideal candidate will be responsible for catering to the investment needs of clients by providing research-based advice on wealth products, mutual funds, insurance, portfolio management services, and...
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Wealth Relationship Manager
13 minutes ago
Mumbai, Maharashtra, India Leading Bank Full timeLeading Bank is seeking a seasoned Wealth Relationship Manager - Portfolio Growth Specialist to join our team. This role offers an exciting opportunity to work with high-net-worth individuals and families, providing tailored wealth management solutions and driving revenue growth.The successful candidate will be responsible for managing a portfolio of 80-100...
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Wealth Solutions Expert
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany 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...
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Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout Nuvama Wealth - As a leading wealth and asset management firm in India, Nuvama Wealth has an Assets under Advisory (AUA) of over ₹ 2,00,000cr. Backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, Nuvama serves close to a million customers across various segments.Job...
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Highly Experienced Wealth Portfolio Manager
18 minutes ago
Mumbai, Maharashtra, India Leading Bank Full timeJob DescriptionWe are seeking an exceptional individual to fill the role of Highly Experienced Wealth Portfolio Manager. As a key member of our team, you will be responsible for managing a portfolio of affluent clients, providing them with tailored financial solutions and expertise.About the RoleThis is a challenging yet rewarding opportunity for someone who...
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Mumbai, Maharashtra, India Nuvama Wealth Full timeWe 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...
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Global Private Banker for Wealth Management
1 month ago
Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full timeRole OverviewAs a Global Private Banker for Wealth Management at Emkay Global Financial Services Ltd, you will be responsible for delivering exceptional client experiences and driving revenue growth through strategic wealth management solutions. You will be accountable for building and maintaining relationships with high net worth individuals, providing...
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Wealth Management Professional
2 weeks ago
Mumbai, Maharashtra, India Waytogo Consultants Full timeWe are seeking a highly skilled Wealth Relationship Manager to join our team at Waytogo Consultants. As a key member of our financial services department, you will play a vital role in building and maintaining strong relationships with clients, providing personalized wealth management services that meet their unique needs and goals.About the RoleThis is a...
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Senior Wealth Management Specialist
3 weeks ago
Mumbai, Maharashtra, India Zeal Hind Groups Full timeAbout the Role:At Zeal Hind Groups, we are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with our affluent and super-affluent clients.About You:To be successful in this role, you should...
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IT Security Specialist for Wealth Management
2 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo GroupNeo is a cutting-edge wealth and asset management platform in India, catering to high net worth individuals and multi-family offices. We focus on providing unbiased advisory services, transparency, and cost-efficiency to offer comprehensive solutions.Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have amassed over $3 billion in assets...
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Senior Wealth Relationship Manager
2 months ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeJob Description:Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to manage client relationships in the wealth management industry. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships.Responsibilities:Build and...
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Elite Wealth Strategist
2 days ago
Mumbai, Maharashtra, India Waytogo Consultants Full timeJob SummaryWe are seeking a highly skilled and experienced Elite Wealth Strategist to join our team at Waytogo Consultants. As a key member of our Private Wealth Management department, you will be responsible for building and maintaining long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.About the RoleThis is an...
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Cyber Security Expert for Wealth Management
1 week ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo GroupNeo Wealth and Asset Management is a pioneering fintech firm in India, catering to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our platform stands on three pillars: unbiased advisory, transparency and cost-efficiency. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have achieved...
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Portfolio Management Director
1 week ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedAbakkus is a leading alpha-focused asset manager managing over INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of...
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Strategic Wealth Management Professional
1 month ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeAbout 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...
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Business Development Manager
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout the CompanyNuvama Wealth is a leading wealth management firm in India with over ₹ 2,00,000cr assets under advisory. Backed by the Edelweiss Group and PAG, a global investment firm, Nuvama serves close to a million customers across affluent, UHNIs, family offices, institutional clients, and corporates.About the RoleThis position requires a Regional...
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Senior Portfolio Manager
7 days ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeJob DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team at Abakkus Asset Manager Private Limited. The successful candidate will be responsible for leading the development and launch of new investment products, managing client relationships, and ensuring regulatory compliance.About UsAbakkus Asset Manager Private Limited is a...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeAbout the RoleWe are seeking a highly skilled Wealth Manager to join our team at Kotak Mahindra Bank.Job DescriptionImplement an integrated plan addressing wealth creation, preservation, and enhancement for private clients through in-depth analysis of their profiles.Showcase the entire product suite of Kotak Group to existing clients, growing their assets...
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Algorithmic Trading Specialist
7 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset ManagementWe are a new-age financial advisory platform, focused on providing transparent, cost-efficient, and unbiased solutions to our clients. Our mission is to empower institutional and retail customers across India to pursue their dreams, while assisting in the country's aspiration for self-reliance and egalitarian prosperity.