Neo Wealth and Asset Management | Senior Product Executive | india

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 Billion...

Crafting innovative content and developing creative strategies that align with our organizational goals. Your role will involve producing impactful and engaging communication across various platforms. Job Description Creative Problem-Solving: Develop unique solutions for design and strategic challenges. Brand Strategy and Design: Align design strategies...

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...

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....

As a Graphic Design Intern in the Multi-Family Office of Neo Wealth and Asset Management, you'll collaborate closely with our marketing and creative teams to develop engaging visual content that strengthens our brand and communication efforts.Key Responsibilities:Visual Asset Creation: Assist in designing impactful visuals for presentations for clients,...

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...

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...

Crafting innovative content and developing creative strategies that align with our organizational goals. Your role will involve producing impactful and engaging communication across various platforms. Job Description Creative Problem-Solving: Develop unique solutions for design and strategic challenges. Brand Strategy and Design: Align design...

We are excited to announce an internship opportunity in our Wealth Management team!Unlisted Equity Research InternConduct 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...

Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step...

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...

About us WeWork is a global platform for creators, providing hundreds of thousands of members around the world with space, community and services that enable them to do what they love and create their life’s work. WeWork India, is run by the Indian real estate conglomerate, Embassy Group and commenced operations in 2017. Currently, it has over 62,000...

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...

Company Description Unique Asset Management is a SEBI-regulated Portfolio Manager (PMS). About the role Coordinate and manage all aspects of PMS operations. Ensure compliance with requirements of SEBI, APMI, audit, and other relevant authorities, and implement new regulatory guidelines. Create and maintain daily reconciliations, covering bank, cash and...

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,...