Wealth Team Lead
1 day ago
Role & responsibilities
• Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services
• Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale
• Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning
• Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM .
• Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in organizing seminars and other business development activities Setting their team's goals and communicating them effectively.
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Wealth Manager
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Wealth Manager
4 weeks ago
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Wealth Advisor
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UIUX Design Team Lead
2 weeks ago
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Team Lead- Wealth Management
5 days ago
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Content Writer
4 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Content Writer
3 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Wealth Management Associate
5 days ago
Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearFull Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...
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OMS Lead
3 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview:As a Lead Application Manager, you will serve as the key owner and SME for a suite of core financial applications, ensuring seamless functionality, stability, and enhancement across all platforms. You’ll work closely with business stakeholders, technology teams, and vendors to ensure systems are aligned with organizational objectives and...
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OMS Lead
3 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview: As a Lead Application Manager, you will serve as the key owner and SME for a suite of core financial applications, ensuring seamless functionality, stability, and enhancement across all platforms. You’ll work closely with business stakeholders, technology teams, and vendors to ensure systems are aligned with organizational objectives and...