Search Results: 20,833 vacancies
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...
...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...
...services for the corporate world. As one of India's leading HR management consultants, we are headquartered in Mumbai, India. Our mission... ...Role Description
This is a full-time on-site role for a Wealth Manager located in Thane. As a Wealth Manager, your day-to-day tasks...
...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...
...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...
~ 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...
...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...
...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...
...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...
...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...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...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...
...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...
...Description
Job Responsibilities:
As an Associate in Business Management, you would be expected to:
Organize & analyze complex... ...and influence strategic projects & initiatives across the India Wealth Management Solutions organization. These include enhancing synergies...
...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...
...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...
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...
...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...
