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...

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...

Roles and Responsibilities :Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target.Responsible for product penetration and increasing clients wallet...

Job DescriptionCompany DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in 'Treasury and Wealth Solutions.' We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a...

Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio reviews and performance updates with clients to...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Responsibilities:* Manage client portfolios* Build and maintain relationships* Collaborate with sales team* Achieve revenue targets* Provide exceptional service

Responsibilities:* Manage NRI client relationships* Drive HNI acquisitions & sales* Oversee wealth management strategies* Ensure exceptional customer service* Lead HNI portfolio growth

Roles and Responsibiliites:Handling a team of 5-10 membersOversee and manage the wealth portfolios of our HNI clients.Engage in meaningful relationship development, understanding the unique needs of each client and ensuring the highest levels of satisfaction.Leverage Maxiom's innovative FinTech tools and platforms to optimize client portfolios.Stay abreast...