
Wealth Manager
15 hours ago
Wealth 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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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 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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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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Global Wealth Manager
5 days ago
Mysuru, India SBNRI Full timeJob Description -As the Global Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.You will be supported by Service RMs, who will help you...
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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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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 Management Manager
16 hours ago
Bengaluru, Hyderabad, India Talent Corner Hr Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearSenior 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 profile5-15 years of experience in wealth management with a strong focus on client relationship management;...
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Wealth Manager
2 days ago
Bengaluru, Kollam, Mysuru, India Apex Services Full time ₹ 10,00,000 - ₹ 15,00,000 per yearDear Candidate,Greetings From"APEX SERVICES"Designation - Investment portfolio AdvisorRole- Wealth ManagerCTC- Up to- 10 lac+ incentive + Other benefitBranch DealingROLES & RESPONSIBILITIES:Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF,Corporate FD, Investiger, SGB, Insurance and other products launched from time to...
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Wealth Manager
17 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...