Wealth manager
4 weeks ago
Job description Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills -------------------------------------------------------------------------------------------------------------------------------------- Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: -------------------------------------------------------------------------------------------------------------------------------------- Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification -------------------------------------------------------------------------------------------------------------------------------------- Post Graduate / MBA from a reputed institute
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Wealth Manager
4 weeks ago
delhi, India Nuvama Wealth Full timeCompany 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...
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Wealth Manager
4 weeks ago
delhi, India Nuvama Wealth Full timeCompany OverviewNuvama 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...
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Wealth manager
4 weeks ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama 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...
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Wealth Manager
4 weeks ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama 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...
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Wealth Manager
4 weeks ago
delhi, India Nuvama Wealth Full timeCompany OverviewNuvama 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...
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Wealth Manager
4 weeks ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama 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...
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Wealth management advisor
2 weeks ago
Delhi, India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website:As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
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delhi, India Unique Wealth Strategies Full timeWealth Management AdvisorVisit our Website: a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
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delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website: responsibilities...
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Senior Wealth Development Specialist
4 days ago
Delhi, Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management, a leading wealth and asset management firm in India, boasts Assets under Advisory (AUA) exceeding ₹ 2, 00, 000 cr. Leveraging the strength of its parent company, the Edelweiss Group, and a global partnership with PAG, a prominent Asia-based investment firm, Nuvama serves over a million customers across various...
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Delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website: responsibilities will...
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Wealth Management Advisor
1 week ago
Delhi, India Unique Wealth Strategies Full timeWealth Management AdvisorVisit our Website: a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and develop...
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Delhi, Delhi, India Unique Wealth Strategies Full timeUnique Wealth Strategies Seeks Experienced Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will be responsible for managing client relationships, coordinating sales processes, and delivering exceptional client service.Key Responsibilities:Client...
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(Only 24h Left) Portfolio Manager
5 days ago
Delhi, India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:Job responsibilities...
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Wealth Manager
2 months ago
delhi, India Discoveries Quintessential Full timeAre 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...
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Wealth Manager
2 months ago
Delhi, India Discoveries Quintessential Full timeAre 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...
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Wealth manager
2 weeks ago
Delhi, India Nucleo Full timeRole Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...
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Head of Wealth Management
5 days ago
Delhi, India organization revolutionizing Investments through innovative Product solutions Full timeCompany Description Role DescriptionThis is a full-time on-site role based in Mumbai for the Head of Wealth Management at an organization on cutting edge of Investments through innovative Product solutions. The role involves overseeing and managing the wealth management department, developing and implementing strategies to grow the company's wealth...
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Head of Wealth Management
6 days ago
Delhi, India organization revolutionizing Investments through innovative Product solutions Full timeCompany DescriptionRole DescriptionThis is a full-time on-site role based in Mumbai for the Head of Wealth Management at an organization on cutting edge of Investments through innovative Product solutions. The role involves overseeing and managing the wealth management department, developing and implementing strategies to grow the company's wealth management...
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Wealth Management Strategist
3 weeks ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Summary:The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.Key Responsibilities:Business...
