
Wealth Management Manager
18 hours ago
Senior Relationship Manager (Hyderabad/Bangalore, WFO) at Maxiom Wealth. Manage HNI clients, deliver tailored financial plans, leverage AI-driven solutions, and drive asset growth. 5–15 yrs exp, NISM V-A & XXI A required.
Required Candidate profile
5-15 years of experience in wealth management with a strong focus on client relationship management; knowledge of financial products, investment strategies and market trends, NISM V-A and NISM XXI-A
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Senior Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Wealth Manager
2 weeks ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...
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Wealth Manager
2 days ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 80,000 - ₹ 1,50,000 per yearRole & responsibilitiesSales 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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Apply in 3 Minutes! Senior Wealth Manager
2 weeks ago
Bengaluru, India Nuvama Wealth Full timeJob Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Wealth Management Advisor
4 days ago
Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...
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Wealth Manager
16 hours ago
Bengaluru, Hyderabad, Mysuru, India PL Info Consultancy Services Full time ₹ 8,00,000 - ₹ 15,00,000 per yearWealth Manager – Brokerage & Investment Advisory Financial Advisor / Wealth Manager – Leading Brokerage Relationship Manager – Wealth & Investments Wealth Management Professional – Advisory Portfolio & Wealth Manager – Brokerage Industry
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Relationship Manager
3 weeks ago
Hyderabad, Telangana, India Nuvama Wealth Full timeCompany 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...
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Wealth Relationship Manager
4 days ago
Hyderabad, Telangana, India Talent21 Management Shared Services Pvt. ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRoles and Responsibilities :Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target.Responsible for product penetration and increasing clients wallet...
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Wealth Manager
18 hours ago
Bengaluru, Hyderabad, Pune, India Profex Tech Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRole OverviewThe Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and...
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Wealth manager
2 weeks ago
Bengaluru, India Equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth Manager Broader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...