Wealth Product Manager

2 weeks ago

Mumbai, India InCred Value Plus Pvt. Ltd. Full time

Job Title: Product Manager – IFA & Distributor Channel Company: InCred Value Plus Location: Andheri, Mumbai Work Experience: 6+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities. Position Overview: InCred Value Plus is seeking a highly motivated Product Manager to drive the growth of the IFA (Independent Financial Advisor) and distributor channel network. The ideal candidate will manage product platforms for sub-brokers, communicate product recommendations, negotiate with product manufacturers, and collaborate with internal and external stakeholders to maximize product opportunities. This role requires an individual with a strong understanding of financial products and the ability to create a market-leading product pipeline tailored for sub-brokers. The candidate will work closely with the Wealth Products team, AMCs, and other stakeholders to ensure the successful execution of strategies. Key Responsibilities: Develop and adapt product platforms for the sub-broker network, ensuring optimal product access and management. Track market trends and create a product pipeline with high-potential offerings for the sub-broker platform. Lead negotiations with AMCs and product manufacturers to secure competitive brokerage structures. Collaborate with the Wealth Products team to finalize mutually beneficial agreements. Identify and present product opportunities within the InCred Group to the sub-broker network. Coordinate with Marketing and external agencies to create and disseminate product communication materials. Qualifications: Bachelor’s degree in marketing, Business, or a related field. Master's degree is a plus. 6-8 years of experience in product management within the wealth management, mutual fund distribution, or financial services sector, particularly with experience in handling IFA or distributor networks. Proven experience in negotiating brokerage rates with product manufacturers, AMCs, or similar entities. Strong capability to analyse market trends and product opportunities, translating them into actionable strategies. Excellent verbal and written communication skills, with the ability to convey complex financial concepts to a varied audience. Ability to work collaboratively with internal teams (Marketing, Wealth Products, Operations) and external stakeholders (AMCs, distribution channels).

  • Wealth Manager

    2 weeks ago

    mumbai, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth manager

    2 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    4 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Management Professional

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Wealth Management Professional

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

  • Executive - Wealth Management Specialist

    7 days ago

    Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

  • Zoho Developer

    2 weeks ago

    Mumbai, India Incred Wealth Full time

    Job DescriptionAt Incred Wealth, we are seeking a highly skilled Zoho Developer to join our team. The ideal candidate will have a strong understanding of Zoho applications and a proven track record of developing and customizing Zoho applications to meet complex business requirements.Key Responsibilities:Develop and customize Zoho applications to meet...

  • Wealth Manager/Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

  • Wealth Product Manager

    2 weeks ago

    mumbai, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor ChannelCompany: InCred Value PlusLocation: Andheri, MumbaiWork Experience: 6+ years of experienceCompany OverviewInCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial...

  • Wealth product manager

    2 weeks ago

    Mumbai, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor Channel Company: In Cred Value Plus Location: Andheri, Mumbai Work Experience: 6+ years of experience Company Overview In Cred Value Plus is the most recent venture from the In Cred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of...

  • Wealth Product Manager

    2 weeks ago

    mumbai, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor Channel Company: InCred Value Plus Location: Andheri, Mumbai Work Experience: 6+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of...

  • Wealth Product Manager

    2 weeks ago

    Mumbai, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor Channel Company: InCred Value Plus Location: Andheri, Mumbai Work Experience: 6+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive...

  • Wealth Product Manager

    1 week ago

    mumbai, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor Channel Company: InCred Value Plus Location: Andheri, Mumbai Work Experience: 6+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of...

  • Senior Wealth Professional

    7 days ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

  • Wealth Product Manager

    2 weeks ago

    Mumbai, Maharashtra, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager - IFA & Distributor ChannelCompany: InCred Value Plus Pvt. Ltd.Location: Andheri, MumbaiWork Experience: 6+ years of experienceCompany OverviewInCred Value Plus is a leading financial services company that offers a comprehensive suite of financial products, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked...

  • Wealth Product Manager

    2 weeks ago

    Mumbai, Maharashtra, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor ChannelCompany: InCred Value Plus Pvt. Ltd.Location: Andheri, MumbaiWork Experience: 6+ years of experienceCompany OverviewInCred Value Plus Pvt. Ltd. is a leading financial services company that offers a comprehensive suite of financial products, including Mutual Funds, PMS, AIF, listed and unlisted bonds,...

  • Spark Capital

    1 week ago

    Mumbai, India Spark Private Wealth Full time

    Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

  • Strategic Wealth Operations Manager

    7 days ago

    Navi Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

  • Wealth Management Consultant

    7 days ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

  • Wealth Manager/Relationship Manager

    1 month ago

    Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Role and Title:- Private Wealth Managers reporting to Director or Managing Director. - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. - The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling. - Experience ranging from 5 to 12 years or...