Wealth Management Associate
7 days ago
Responsibilities:
- Manage client portfolios, provide exceptional service.
- Collaborate with sales team on new business opportunities.
- Maintain compliance standards at all times.
- Service to the existing clients
- Cold calling to acquire new clients
Performance bonus
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Senior Wealth Manager
24 hours ago
Pune, Maharashtra, India, Maharashtra Nuvama Wealth Full timeAbout Nuvama: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 investment...
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Associate - Wealth Management
1 week ago
Pune, Maharashtra, India Lumos Partners Full time ₹ 5,00,000 - ₹ 10,00,000 per yearCompany DescriptionLumos Partners is dedicated to simplifying wealth management and empowering clients to attain financial independence. Our approach prioritizes trust, transparency, and long-term growth to cultivate lasting relationships and drive meaningful results. We are committed to providing personalized strategies that ensure peace of mind and...
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Telecaller - Wealth Management
1 week ago
Pune, Maharashtra, India Wealth Impression LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per yearAbout Us:We are a leadingWealth Management & Financial Advisory firmbased in Pune, offering tailored investment and financial planning solutions to individuals and businesses. Our focus is on building long-term relationships through trust, transparency, and performance-driven advice.Key Responsibilities:Engage with existing and prospective clients over...
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Pune, Maharashtra, India AllianceBernstein LP Full time ₹ 15,00,000 - ₹ 30,00,000 per yearAbout ABWe are a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is...
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Sales Associate
7 days ago
Pune, Maharashtra, India Investsphere Wealth Pvt. Ltd. Full time ₹ 2,00,000 - ₹ 4,00,000 per yearCompany DescriptionInvestsphere Wealth Pvt. Ltd. is dedicated to providing reliable and efficient financial solutions, empowering clients to achieve financial freedom. By offering a diverse range of proprietary and third-party financial products, the company ensures unbiased recommendations tailored to individual needs. With a focus on long-term...
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Wealth Manager
5 hours ago
Pune, Maharashtra, India VEERWAL GETWORK SERVICES PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 18,00,000 per yearUrgent Hiring in top Broking as Wealth ManagerRole & responsibilitiesRelationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.Experience of advising clients across all asset classes.Experience of Cross Sales PMS , AIF , Mutual...
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Pune, Maharashtra, India Wealth Impression LLP Full time ₹ 4,00,000 - ₹ 8,00,000 per yearJob Description: Associate – CRM & Digital PlatformsCompany:Wealth Impression LLPLocation:Pune, MaharashtraJob Type:Full-TimeCompensation:As per industry standardsAbout UsWealth Impression LLPis a Pune-based wealth advisory firm dedicated to guiding individuals and Institutions in achieving financial growth and security. We combine personalized advisory...
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Relationship Manager
6 days ago
Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFounded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...
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Senior Vice President of Wealth Management
6 days ago
Pune, Maharashtra, India Banking and NBFC job Full time ₹ 8,00,000 per yearUrgent Mandate for a well reputed NBFC for Pune location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAIts a pure sales role of wealth products hence Operation, research, Risk...
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Relationship Manager Wealth Management_ Pune
2 weeks ago
Pune, Maharashtra, India Scripbox Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRelationship Manager Wealth ManagementPosition:Relationship Manager (Wealth Management)Experience:24 yearsLocation:PuneEmployment Type:Full-timeAbout The RoleWe are seeking a dynamic and client-focused Relationship Manager with 24 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and...