Wealth Relationship Manager

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...

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,...

Job description Senior Relationship Manager Location : Hyderabad & Bangalore (WFO) Maxiom Wealth, a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Senior Relationship Manager to join our dynamic team. We are looking for a client-centric individual with a proven track record of building and maintaining strong...

Role & 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...

This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 6-11 LPA)Min Experience: 5 yearsLocation: HyderabadJobType: full-timeWe are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves...

Job 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,...

Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share.Product Understanding: Understand client financial goals, risk tolerance, and investment preferences.Relationship Management: Manage existing and potential Private Wealth Channel...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio managementface of the Bank to the UHNI customers of the BankGenerate new business, defined sales targets Required Candidate profileFocusing on the analysis and satisfaction of HNI Customers financial, banking,...

Job Title: Relationship ManagerDepartment: Wealth ManagementFunction: SalesReporting To: Cluster HeadLocation: Bangalore / Hyderabad / Chennai / KochiJob PurposeThe Relationship Manager will be responsible for acquiring new-to-firm (NTF) clients, driving revenue generation, and managing relationships with HNI, UHNI and corporate clients. The role involves...

Role Description This 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,...