Wealth Management Expert

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...

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...

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 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...

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 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...

About UsWe are a forward-thinking Wealth and Asset Management company based in India, providing expert services to high net worth individuals, ultra-high net worth individuals, and multi-family offices. Our platform offers unbiased advisory, transparency, and cost-efficiency, ensuring comprehensive and trustworthy solutions.Founded by Nitin Jain, our company...

Company OverviewNeo Wealth and Asset Management is a cutting-edge, innovative financial services platform in India, catering to high-net-worth individuals, ultra-high-net-worth individuals, and multi-family offices. Our mission is to provide unbiased advisory, transparency, and cost-efficiency solutions, resulting in comprehensive and trustworthy investment...

About the Role - We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at HireQuest HR Consultants. As a key member of our sales team, you will be responsible for driving Mutual Fund and Passive sales through wealth management and private wealth across Kolkata and WB.Key Performance Indicators - The successful candidate...

Our VisionAt Neo Wealth and Asset Management, we envision a future where every individual has access to expert guidance and tailored investment solutions. Our team is dedicated to delivering exceptional results, built on a foundation of trust, transparency, and unwavering commitment to our clients' success.We believe that our unique approach, combining...

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...

Job SummaryWe are seeking an experienced professional to join the INM Global Private Banking team as an Investment Counsellor (IC). As a Product Expert (PE) on investments, you will provide financial analysis and investment recommendations to clients with Total Relationship Balances exceeding USD 2M.Key ResponsibilitiesThe IC role involves:Providing...

About the OpportunityTalent Corner HR Services Pvt Ltd is a respected leader in the financial services sector, offering a wide range of products and services to meet the diverse needs of our clients. We are currently seeking a highly motivated Wealth Management Professional to join our team.Key ResponsibilitiesAs a Wealth Management Professional, your...

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 Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

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...