Wealth Manager

2 days ago

Mumbai, Maharashtra, India Onthefrontier Hrtech Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Specifications

Role Designation: WM

Department: Investment Products

Function: Sales/Wealth Management

Company: MOFSL

Reporting to: Cluster Manager

Location: Mumbai

Job Purpose

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.

Key Deliverables

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

2. Meet the required AUM, investor acquisition and AUM targets for given area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

5. Joint calls with branch team

Role & responsibilities

1. Educational Qualifications: Post Graduation/graduate

2. Experience: 3+ Years in sales/wealth management of handling the HNI clients.

3. Team handling experience: Not mandatory

4. Preferred industry back ground: Wealth Management, Banking, Investment Counselling

5. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    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...

  • Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    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...

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Stack Wealth Full time

    About 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...

  • Wealth Manager

    3 days ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    About 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...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama 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...

  • Wealth Manager

    7 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama 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...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama 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...

  • Senior Wealth Manager

    1 day ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • Wealth Manager- B2B Sales

    24 hours ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...

  • Wealth Management Analyst

    1 week ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We'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...