Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience: 5 Years Plus Experience in Wealth Management or Financial Advisory
Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies...
...Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI clients
• Portfolio management
- Review individual... ...order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice
- Leverage...
...AMC :
Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India... ...of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI... ...required in handling Family offices and Wealth Counters
Location: MUMBAI
Reporting...
...Job Title: Wealth Manager-Financial Services-Mumbai
Job Description: We are seeking a dynamic and experienced B2B Sub-Broker Management and Wealth Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with sub-brokers...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.
Scope of Role
· Responsible to identify and cultivate prospects and/or client...
...assisting seminars, workshops, and other business events.
· Be updated with the market trends.
· Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition or ticket MF Sales with exposure to HNI client management.
· Fostering...
...services firm that aims to be its clients 'Personal CFO' and help them manage their personal finances efficiently. The company prioritizes the... ...we continue to grow, we are seeking a dynamic and results-driven Wealth Management Sales professional to join our team.
Role...
...InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail...
...Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales...
...offerings, exceptional service capabilities and seamless claims process management. We are currently seeking passionate individuals who are eager... ...Job Title: Senior Manager - Private Client Group (Private Wealth Management)
Location: Lowerparel, Mumbai
Job...
...have knowledge of equity, stocks , CMS, SIP, mutual funds should have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI clients. Leads
of Affluent & Super Affluent client base from the...
...Job Description
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment requirements, through exclusive product bouquet and superior...
~ Handling transactions and co-ordination with support staff for the same
~ Attending Seminar, Meetings organized by Mutual Fund Companies
~ Following up and tracking MIS of business
~ Complete Data analysis of investments, other industry information
~ Data Reconciliation...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory... ...in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape. Our vision is to empower...
...networks, etc.).
~ Strong visualization capabilities and technical expertise in data mining (SQL, Python, etc.).
~ Experience managing dynamic high-performance teams in a matrix organization.
~ Preferred Qualifications:
~ Understanding of Investment Management...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory... ...in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape.
Our vision is to...
...multitask.
Thinker : Doer 40:60.
Number of Vacancy & ndash 8
insurance,business development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written communication,client acquisition,mutual funds...
...We are looking for a banking candidate who would be keen on financial planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective...
...Advisory firm based in Mumbai, India and a part of Equentis Wealth Advisory Services Ltd. Our team of professionals has significant experience in... ...clients in the next 5 years.
Role Description
# Wealth Manager will be responsible for acquiring & advising HNI clients....
Rs 15 - 25 lakhs p.a.
...Business Development Manager - Wealth Management
This opportunity is for CA rank holders and Tier 1 Management Professionals only.
- Client is looking for a Business Development Manager (Location: Mumbai) to identify leads, pitch our offerings to potential clients and...
...Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and...
...We are looking for Business Analyst - Wealth Management System for on of the leading company.
Years of Experience: 6+ Years
Location: Mumbai
Max CTC: 13 LPA
NP: Immediate to 15 days
Job Description:
Domain Skillset Required : Wealth Management System....
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives
Job Description:
A Senior NRI Wealth Relationship Manager would primarily...
...Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also...
Rs 2 - 4.2 lakhs p.a.
...Database Expansion: Grow the client database by prospecting new clients, leveraging existing connections, and increasing Assets Under Management (AUM) for the organization.
Desired Skills:
1. MBA in Finance/Marketing.
2. Should have experience working in Investment...
Nuvama Wealth is hiring for below positions for their Digital Business-
Job description
Roles and Responsibilities
- Catering to the... ...products, MF, Insurance, PMS & Structured products offerings
- Manage HNI & UHNI clients through client visits, suggest financial...
...your financial decisions so that you can live a life that you always desired.
Role Description
This is a full-time, on-site Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for managing clients' investments and creating customized financial...
Specific Responsibilities: - On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like ...
...- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business. - Candidate would be responsible on for managing UNHI & HNI clients - wealth through financial investment and wealth management...
...We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing...