Wealth Relationship Manager

Job 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,...

Role DescriptionThis is a full-time on-site role as a Relationship/Wealth Manager. You will be responsible for acquiring, building, and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities,...

Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida .The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with...

Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition 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...

Company DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...

Client Relationship Management: Build and maintain strong relationships with clients to understand their financial goals and risk toleranceFinancial Planning: Develop comprehensive financial plans tailored to clients' needs, including investment, protection and retirement solutionsInvestment Management: Analyze market trends and identify investment...

Building Client Relationships: Develop and maintain strong relationships with high-net-worth clients, acting as their trusted advisor.Personalized Wealth Management Plans: Create customized wealth management plans based on clients' risk tolerance, time horizons, and financial objectives.Investment Advice: Provide expert investment advice and recommend...

Job Summary(individual) As a Standard Chartered Relationship Manager, you'll be responsible for managing anddeveloping relationships with high-profile clients to drive business growth and meet thebank's strategic objectives. You'll provide exceptional customer service with the provision offinancial solutions while managing operational risk and regulatory...

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...