Wealth Manager
6 days ago
Location: Prabhadevi (Naman Midtown)
Experience :5+ yrs
CTC :12- 18 LPA
KRA:
Client Acquisition & Wealth Onboarding:
Identify and onboard high-net-worth and ultra-high-net-worth clients to offer bespoke investment solutions including Mutual Funds, Insurance Broking, PMS, and other advisory services.
•
Sales Strategy & Product Structuring:
Tailor financial offerings aligned with client goals and risk appetite. Deliver end-to-end financial planning through structured presentations and strategic advisory.
•
Client Relationship Management:
Build, manage, and deepen long-term relationships with premium clients by offering continuous portfolio optimization, reviews, and cross-sell opportunities.
•
High-Value Deal Closure:
Drive negotiation, handle objections, and close deals with precision and speed. Uphold the Gretex brand as a trusted financial partner in all interactions.
•
Networking & Referrals:
Leverage industry events, business forums, and referral networks to drive warm leads and build a high-quality client base.
Candidate Profile
• - 4–10 years of experience in wealth management, insurance broking, mutual fund distribution, Equity & Derivative platform
• - Proven track record in acquiring and servicing HNI/UHNI clients.
• - Exceptional interpersonal, negotiation, and presentation skills.
• - Understanding of financial instruments, compliance, and market dynamics.
• - Willingness to travel extensively and operate in an on-field sales environment.
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany 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
2 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
24 hours 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 Metropolitan Region, India Talent Networks Pvt. Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year```htmlAbout the CompanyHiring for a leading wealth management company for Pan India location. (Mumbai /Bangalore/Pune/ Kolkata/Hyderabad)About the RoleHiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segmentResponsibilitiesEstablish and maintain long-term, trust-based relationships with HNI and UHNI clients.Understand...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, 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, Maharashtra, India Stack Wealth Full time ₹ 15,00,000 - ₹ 28,00,000 per yearAbout 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
24 hours 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
16 hours 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 hours 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 day ago
Mumbai, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles 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...
