Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technologygroup, a headquartered in...
🏦 Company: Motilal Oswal financial services limited 📢 We’re Hiring: Relationship Manager Position: Relationship Manager Location: Pune. Industry: anking & Broking, Finical services Job Description: We are looking for a dynamic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding...
Wealth - Client Relationships Associate We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...
Wealth Manager | Partner Business Job Overview We 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, Delhi, Mumbai & Pune Roles And...
About CIBC India: CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
Analyst – Wealth Management | Kolkata, India Location: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth Management About Us We’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence. Who...
🔹 Job Summary (Role Overview) The Wealth Manager role focuses on supporting clients through onboarding, portfolio management, and ongoing servicing. Success in this role means building long-term client relationships, delivering clear and compliant investment communication, and ensuring high-quality service across the client lifecycle. This position works closely with the operations team and...
Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...
SVP – Wealth Management | Individual / Playing Captain (UHNI Focus) Position based at Ahmedabad CTC: ₹30–80 LPA (Open for the right book & leadership impact) Email: [email protected] The Mandate This is not a support or oversight role. We are seeking a frontline wealth leader** who combines **personal UHNI credibility** with the ability to **build, lead, and dominate a regional wealth...
Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to...
Role Overview Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure. Key responsibilities -...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...
Wealth - Client Relationships Associate We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...
Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...
Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...
Job Description: - Lead overall branch performance and revenue growth while operating as a Playing Captain, combining hands-on client acquisition and relationship management with strategic team leadership. Manage and mentor Relationship Managers to achieve revenue, AUM, and acquisition targets. Drive business growth through strategic partner engagement, cross-selling of wealth products, and...
About Nuvama: Nuvama 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 investment firm. The business serves close to a...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...
Role Overview: The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will...