Wealth Management Professional

Job 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...

Job DescriptionAt Nibodhah, we are seeking an experienced Wealth Management Professional to join our team. In this role, you will be responsible for driving sales through existing clients, conducting daily sales calls with prospective new clients, and providing comprehensive solutions to meet their wealth management needs.Key Responsibilities:Drive sales...

About 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...

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...

About 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...

**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...

About 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...

About 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.

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...

Job Title: Cyber Security Professional - Fintech ExpertAbout Neo Wealth and Asset Management:As a leading Wealth and Asset Management platform in India, we cater to HNIs, UHNIs, and multi-family offices. Our mission is to provide comprehensive, trustworthy solutions through our three pillars of unbiased advisory, transparency, and cost-efficiency. Founded by...

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...

Company OverviewNEXTGEN Wealth and Asset Management is a pioneering fintech platform in India, catering to high net worth individuals and multi-family offices. Our mission is to provide unbiased advisory, transparent solutions, and cost-efficient services.

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...

About 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...

**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...

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...

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...

Grok Search is seeking a Wealth Management Distribution Strategy Lead to develop and execute the wealth management distribution strategy across multiple channels. This role requires a deep understanding of financial products, market trends, and regulatory environments. The ideal candidate will have at least 5 years in a leadership position with strong...