Wealth Manager- Senior Executive
2 days ago
Department- Wealth Management
Position- Manager/Senior Manager
5 Days work form office
timings : 10AM-7:00 PM
Required Experience- Not less than 4-5 years (Age 32-37 Years)
Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software
Primary Responsibilities
- Business Development and Relationship Management in Wealth Management.
- Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management.
- Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
- Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
- Be active in developing new business for Wealth Management Team.
- Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
- Maintaining a good rapport with new clients so as to get good business and more referrals from them.
- Giving solutions to clients for any financial need with regards to wealth management.
- Reaching out to prospective clients using web based search and self sourcing.
-
Senior Wealth Manager
7 days ago
Mumbai, India Nuvama Wealth Full timeCompany Description We suggest you enter details here. Role Description This 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...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, 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...
-
Wealth Manager
1 week ago
Mumbai, India Stack Wealth Full timeAbout 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, India Stack Wealth Full timeAbout 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, India Stack Wealth Full timeAbout 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
5 days ago
Mumbai, India Stack Wealth Full timeAbout 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...
-
Wealth Manager
1 week ago
Mumbai, India Stack Wealth Full timeAbout 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
1 week ago
Mumbai, India Stack Wealth Full timeAbout 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...
-
Wealth Manager
1 day ago
mumbai, India Stack Wealth Full timeAbout 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
1 week ago
Mumbai, India Stack Wealth Full timeAbout 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...
