Wealth Management: Relationship Manager

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...

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...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities ...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do:- Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

Job Overview: We are looking for an experienced Wealth Manager with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Responsibilities: • Develop and maintain...

We are excited to announce an internship opportunity in our Wealth Management team! Unlisted Equity Research Intern Conduct research on unlisted companies and market trends. Support valuation analysis and pitch deck creation. Compile market data and assess investment opportunities. Maintain a database of research findings. If you’re a motivated and...

About the Group Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams....

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...

Job Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

Job Description: Managing Partner / Zonal Head of Private Wealth Management Company Overview: Position Summary: The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

Key Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...

Build and maintain strong, long-term relationships with clients by providing personalized wealth management services.Act as the primary contact for clients, addressing financial needs, concerns, and goals.Conduct in-depth financial assessments to understand clients' wealth management objectives, risk tolerance, and investment preferences.Design and recommend...

Build and maintain strong, long-term relationships with clients by providing personalized wealth management services. Act as the primary contact for clients, addressing financial needs, concerns, and goals. Conduct in-depth financial assessments to understand clients' wealth management objectives, risk tolerance, and investment preferences. Design and...

Company Description- With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to...

Job Description/ Responsibilities Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. Connecting with the existing clients and prospects for periodic...

Kotak Mahindra Bank is India’s second-largest private sector bank by market value, having been founded in 2003. It has approximately 1.5 million subscribers, including many of India’s wealthiest individuals. It provides corporate and retail clients with banking products and financial services in the fields of personal finance, investment banking,...