Senior Wealth Advisory Sales Executive

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...

Vitasta Consulting Pvt Ltd is seeking an experienced Senior Wealth Advisory Partner to join our team of experts in wealth management.The ideal candidate will be responsible for acquiring and managing High Net Worth relationships by delivering exceptional services and establishing strong ties with clients.Key Responsibilities:Acquiring HNI clients (Affluent &...

About KaryarthKaryarth is a leading organization in the field of wealth management, seeking an experienced and skilled Senior Sales Executive to join our team.Compensation PackageThe successful candidate can expect a highly competitive salary package, up to ₹12 LPA, with additional incentives that will provide a total remuneration of over ₹15 LPA.Job...

We are seeking a highly skilled Senior Wealth Planning Consultant to join our team at Antal International.As a Senior Wealth Planning Consultant, you will be responsible for developing and implementing comprehensive estate and succession plans for high-net-worth individuals and families. You will work closely with clients to understand their unique needs and...

Job PurposeThe incumbent would be responsible for managing high net worth individual (HNI) customers with surplus investment amounts of Rs. 1 Crore above, and have regular meetings with them. Additionally, they would support the team in achieving their sales targets, resulting in a revenue three and a half times the cost-to-company.Key DeliverablesExecute...

Job Purpose :The role requires a skilled professional to mentor, monitor, and drive a team of wealth managers catering to the investment needs of mass affluent clients. To achieve desired revenue, client acquisition, and AUM targets through self and team contribution. The ideal candidate must ensure all processes are followed, in line with the organization's...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

Nuvama Wealth is a leading financial services company seeking a highly skilled Senior Regulatory Compliance Specialist to join our team.Job Summary:We are looking for an experienced professional to manage and ensure compliance with regulations under the NRI, Reserve Bank of India (RBI), Securities and Exchange Board of India (SEBI), and Foreign Exchange...

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...

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...

Job Description for Wealth ManagerRole: Wealth ManagerQualification: Graduate (MBA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to company's policy)Age: Up to 40 YearsInterview Round: 2 Rounds of...

**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 Title: Director of Partnership DevelopmentAt Equentis Wealth Advisory Services Pvt. Ltd., we are seeking an experienced Director of Partnership Development to join our team. As a key member of our organization, you will be responsible for identifying, developing, and managing strategic alliances and partnerships that align with our company's goals.Key...

Job Role:The Wealth Manager, specializing in HNI Client Acquisition and Relationship Management, is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs).This role involves comprehensive financial planning, investment advisory, and ensuring a seamless client experience with a focus on various financial...

Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a reputable wealth management firm dedicated to delivering exceptional services to its clients. With a strong presence in the industry, the company specializes in wealth creation, preservation, and protection, catering to both domestic and international clients.Responsibilities:Client...

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...

Job Title: Global Private Banker and Wealth ManagerJob Summary: We are seeking a highly skilled Global Private Banker and Wealth Manager to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for managing high-net-worth clients and delivering exceptional customer...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

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...

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...