Manager

2 days ago

Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Company Description

Neo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth Partners, an initiative by Neo Group, emphasizes unbiased, transparent, and cost-effective solutions. Led by founders Nitin Jain and AV Srikanth, the team collectively boasts over 120 years of experience and a track record of managing substantial assets and earning numerous awards.

Role Description

This is a full-time on-site role located in Bengaluru for a Manager. The Manager role involves overseeing day-to-day operations, developing strategic plans, and managing client relationships. Key responsibilities include coordinating with team members, ensuring compliance with industry regulations, and implementing best practices for client service. The Manager will also be responsible for analyzing financial data, preparing reports, and driving business growth initiatives.

Qualifications

  • Strong leadership and team management skills
  • Experience in strategic planning and business development
  • Ability to manage client relationships and provide exceptional customer service
  • Knowledge of industry regulations and compliance
  • Proficiency in financial analysis and reporting
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Bachelor's degree in Finance, Business Administration, or a related field
  • Experience in the wealth management or financial services industry

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