
Wealth Head
1 week ago
Role & responsibilities
Preferred candidate profile
A Head of Wealth Management "Playing Captain" is a leadership role responsible for both managing a client portfolio and a team of Relationship Managers to achieve business targets in wealth management. Key responsibilities include developing and implementing financial plans, mentoring and training a team, driving asset growth, nurturing relationships with High Net Worth Individuals (HNWIs), and ensuring compliance with market regulations.
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Wealth Manager
1 week ago
Mumbai, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles 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...
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Wealth Manager
3 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 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...
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Wealth Manager
1 week ago
mumbai, 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
1 week ago
Mumbai, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles 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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Wealth Manager
1 week ago
Mumbai, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles 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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Wealth Manager
1 week ago
Mumbai, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles 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...
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Senior Wealth Advisor
7 days ago
Bengaluru, India Equentis Wealth Advisory Full timeRole & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...
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Head of Wealth Management
5 days ago
Bengaluru, India ZIRAYA Full timeJob Description – Head of wealth and Relationship Management (Liquide Black) Location: Bangalore Company: Liquide Industry: Fintech | Wealth Advisory | Investments About Liquide Black - Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and...
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B2B RM Wealth Management
4 days ago
Mumbai, India Satco Wealth Private Limited Full timeB-2-B RM Wealth Management, Reports to: AVP, Business Head Knowledge of MS-Excel, word, Power point. · Should possess strong networking & relationship building skills. · Initiating and building distribution channel by appointing new distribution partners. · Understanding and offering various financial products to channel partners · Helping partners...