Senior Wealth Manager
3 days ago
THIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Key DeliverablesCriticalAnalyse financial information obtain from clients to determine strategies for meeting clients financial objectives.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book SizeResponsible for achieving targets based on acquisition and revenue generation through investment products.Responsible for business development through acquisition of high net-worth clients.Mandatory numbers of meetings with clients to keep them updated with the current market scenario.RoutineAnalyse client portfolios and make necessary suggestions.Recommend financial products.Responsible for identifying customer needs and assessing their risk appetiteProvide regular updates to the immediate superior as and when requiredCreate and enforce plans that will help meet the needs of the customer.Role RequirementsEducational Qualifications: Graduation / Post Graduation in any disciplineExperience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platformIT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
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Wealth Manager
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany 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...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
1 week ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
3 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
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Wealth Manager
4 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Urgent Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
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Wealth Management Analyst
24 hours ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
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Senior Wealth Manager
2 days ago
Mumbai, Maharashtra, India beBeeDirector Full time ₹ 19,22,200 - ₹ 38,44,400Wealth Management Director Job DescriptionThis is a senior leadership role in the Wealth Management division, responsible for driving financial growth and delivering comprehensive financial solutions to high-net-worth individuals and families.
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Investments Full timePosition: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...
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Senior Wealth Management Specialist
1 day ago
Mumbai, Maharashtra, India beBeeWealthManagement Full time ₹ 15,00,000 - ₹ 20,00,000Job DescriptionWe are seeking a seasoned professional to fill the role of Senior Wealth Management Specialist. This individual will be responsible for delivering exceptional wealth management services to high net worth clients.The ideal candidate will have a proven track record in selling large portfolios, managing high-value relationships, and providing...
