Wealth Management

24 hours ago


Delhi Mumbai NCR Pune, India Talengage Full time ₹ 15,00,000 - ₹ 20,00,000 per year

About Company

One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.

Private Wealth - Head / Lead / TL /AVP / VP

Experience - 10 to 25+ yrs

Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur

Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.

PRE-REQUISITES: -

Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.

Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years.

Should have own set of Client relationships and AUM and also the team client relationships.

Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.

Planning and achieving self and team sales targets through the defined Wealth Management products.

Responsible for acquiring Preferred clients (HNI/Ultra HNI)

Maintaining client relationships and generate AUM from Preferred clients.

Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio


  • Wealth Manager

    2 weeks ago


    Mumbai, India Stack Wealth Full time

    About 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

    4 weeks ago


    Mumbai, India Stack Wealth Full time

    About 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

    4 weeks ago


    Mumbai, India Stack Wealth Full time

    About 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

    4 days ago


    Mumbai, India Stack Wealth Full time

    About 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

    2 weeks ago


    Mumbai, India Stack Wealth Full time

    About 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, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About 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

    6 days ago


    New Delhi, India Nuvama Wealth Full time

    Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

  • Wealth Manager

    2 weeks ago


    Mumbai, India Stack Wealth Full time

    About 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 weeks ago


    Mumbai, India Stack Wealth Full time

    About 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

    2 weeks ago


    New Delhi, India Stack Wealth Full time

    About 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...