8 Wealth Products Jobs

As a Wealth Manager at Nuvama Wealth, your primary responsibility will be managing the partner network for wealth products in the Delhi NCR region. We are a well-established B2B business with over 25,000 partners nationwide, supported by a dedicated team of 200+ Wealth Managers distributing a range of 13+ wealth products. Our partner-friendly processes, cutting-edge platform, and exceptional Learning & Development team work together to strengthen the partnership between Wealth Managers and Relationship Managers. Key Responsibilities: - Manage both existing partners and drive the acquisition of new partners. - Regularly engage with partners, provide necessary training, and support their growth. - Focus on business development activities to achieve scorecard targets. - Ensure all compliance guidelines are rigorously followed. Desired Candidate Profile: - A post-graduate with a minimum of 2-6 years of experience in the financial services sector. - Experience in the B2B channel would be an added advantage. - Strong knowledge of financial markets and various wealth products. - Demonstrated leadership skills to effectively manage a portfolio of 50+ partners. This is a full-time position with a compensation package as per industry standards. If you meet the requirements and are interested in this opportunity, please send your resume to kapil.mohan@nuvama.com. Feel free to share this job posting with anyone who might be a suitable fit for this role.,

We are hiring dynamic and experienced professionals for a leading private sector bank in Bangalore for the following roles: Open Positions: RMPA (Relationship Manager - Priority Accounts) Aspire RM Signature RM PCARM (Personalized Customer Acquisition RM) Insignia RM Signature Elite RM Location: Bangalore (Multiple branches) Requirements: Minimum 2+ years of experience in Banking, NBFC, or Financial Services Strong knowledge in handling HNI/NRI clients preferred Excellent communication and relationship management skills Please share your CV to: jayalakshmisprohr@gmail.com WhatsApp: 8807182228 Join our job updates group for more openings: https://chat.whatsapp.com/GJ3DAl0NYQRCR5PWqiPJjs

You will be responsible for managing relationships with existing and potential customers in the banking industry. Your main tasks will include developing and implementing strategies to increase sales of retail liabilities, NRI, Wealth related products, and banking products. It will be your duty to identify customer needs, provide appropriate solutions, monitor customer accounts, and offer timely feedback to customers. Additionally, you will need to establish and maintain a strong network of contacts within the banking industry, provide excellent customer service, ensure customer satisfaction, and analyze customer data to enhance customer loyalty. You will also be required to develop and execute marketing campaigns, as well as prepare and present reports to senior management. The ideal candidate for this role should have a passion for sales and customer service, with a minimum of 2 years of experience in the banking industry, preferably in the retail liabilities/CASA/TPP segment. Excellent communication and interpersonal skills are essential, along with the ability to build strong customer relationships. You should be capable of working independently, handling multiple tasks, and thriving as a team player in a fast-paced environment.,

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,

As a seasoned Private Banker with 5-10 years of relevant experience, you will be responsible for cross-selling wealth products within the same geography and market. You will leverage your expertise in the banking industry to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. Additionally, you will stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. Your role will require a deep understanding of wealth products and a proven track record of success in the private banking sector.,

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow up. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 1) Handling NRI Clients 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location : - Trivendrum, Telangana, Delhi, Vadodra, Mumbai,Chennai,Kochi,Coimbatore,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Pune,Indore

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 512 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship management and portfolio advisory . In-depth understanding of capital markets, investment products, and risk management . Strong network of HNI / UHNI clients and ability to originate new relationships. Certifications like NISM, CFA, or equivalent preferred. Locations - Mumbai, Pune, Ahmedabad, Bengaluru, Hyderabad, Chennai, Delhi and Gurgaon

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products