Average salary: Rs776,873 /yearly
More stats ...Job Description
The Financial Planning and Analysis Lead Analyst is a senior professional... ...:
Lead and guide team to manage Wealth Deposits FP&A team from Mumbai for PB and... ...computer skills with a focus on Microsoft Office applications
~ Effective verbal and written...
...compliance with financial rules and regulations. The team comprises chief financial officers who partner with each of our businesses and disciplines including controllers, financial planning and analysis, strategy, investor relations, tax and treasury.
We’re currently...
...Sunday.
Salary : As per company norms.
Job Profile:
Handling Data Entries.
Handling Walkin clients
Doing back office work in Mutual Fund.
Candidate’s Profile:
Hard Working.
Dedicated to work.
Go getting attitude.
Back Office,Back Office...
...Company Description ENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru... ..., enhance, and transition our clients' wealth across generations. We operate on a pure... ...income and expense, income tax summaries and planning ideas, budget management and other...
...for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business.... ...Development, and Handling of Client Relationships related to Financial Planning and Wealth Management. Key Responsibilities : - Monitor and...
...Job Title: Wealth Management & Asset Management Experience: 11-15 years
Positions: 2... ...wealth platforms and products, financial planning, model portfolios, portfolio construction... ...experience. / Private Banking and Family Offices/ Regulations around Wealth Industry
Identify...
...Dear Candidates
Greetings from Zodiac HR !!!!
Position Title Officer / Sr. Officer Planning ( Inbound)
Business Unit / Department Supply Chain Planning Procurement
Office Location Mumbai India
Position Summary :...
Rs 10 - 12 lakhs p.a.
...information needed to develop a financial plan.
Answer clients' questions about the purposes... ..., such as attorneys, accountants, trust officers, or investment bankers, to fully... ...include payoff priorities and timelines.
Wealth Management,Investment,Investment Advisor...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience : 5 Years Plus Experience in Wealth Management or Financial Advisory Working... ...conjunction with the Research team, financial planning department, operations team etc. on their...
...in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private... ...leverage your financial acumen to develop sophisticated plans encompassing investments, estate planning, tax strategies...
...to new clients
Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan
Identify and execute on new business opportunities with existing clients
Handle the clients investment portfolio, providing financial...
...banking, securities, investment management and wealth management services. The Firm's employees... ...and individuals from more than 1,200 offices in 43 countries. As a market leader, the... ...Governance and Recovery and Resolution Planning for the WM function. This role provides broad...
...Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of... ...strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right...
Rs 0.5 lakh p.a.
...Job role - Wealth Content Manager(Marketing) Job Location - Bangalore
Work mode - work from office
Working days - 5 days
Kindly Fill this Google From with your updated & correct details to help you profile get processed further:
Who are we:
Kuvera.in is...
...Should have prior experience in Hiring for Wealth/Investment Industry.
Responsibilities... ...Develop and manage recruitment marketing plans or sourcing plans to determine the most appropriate... ...for sourcing.
Proficient in Microsoft Office, including Outlook, Word, Excel and...
...several of the operations area (back or middle office), relevant experience in a reputable bank,... ...Good knowledge of Client Operations in Wealth Management: Client Onboarding, KYC,... ...business applications,
Be responsible for the planning, requirements gathering, management and...
...Description The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage... ....
Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies...
...fast growing SEBI registered fintech in the wealth management domain. The company is growing... ...400 employees (Pan India)
Head Office 8 Offices in Mumbai Delhi n Bangalore.... ...conjunction with the Research team Financial planning department operations team etc on their existing...
...HNI - Client Group
Kindly Share CV - with CTC / Expected CTC & NP
CTC + Incentive + Bonus ( Depends individually)
Privy Wealth - CTC 10 to 20 lkhs
BM - 20 to 22 lkhs + Variables + Bonus
Contact Person : Divya ,****@*****.***
Wassup Connect - 913...
...Sales Advisor is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined... ...good communication skills are a must. He/she must be able to plan the number of fresh/followup calls he/she has to do in order to meet...
Rs 10 - 12 lakhs p.a.
...areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact... ...should have good communication skills
Good experience in Wealth management.
Eligible Degrees
Master of Business Administration...
...Client segment by acquiring and nurturing the client having AUM = INR 10 M
• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
• Ensure complete knowledge of all products & services through continuous skill...
...Job Description - Product Manager (Wealth Management) Experience - 9 to 15 years
Location - Electronic City, Bengaluru
~ Experience... ...of Investment Products, Portfolio Management.
~ Back Office Operations across Asset Classes/Products including Trade life cycle...
...practices, and escalating, managing and reporting control issues with transparency.
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients...
...Asset Management.
Job Overview:
As the Head of Private Wealth Management, you will lead strategic initiatives to cater to the investment... ...needs of Ultra High Net Worth Individuals (UHNIs), family offices, and corporate treasuries. Your primary focus will be on...
...We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible... ...investment products. - Developing and implementing marketing plans to acquire new customers in the corporate space and devising acquisition...
...Manager - Wealth FLM - BFS036490
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting...
...Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking
Job Purpose:
The role entails scaling... ...applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank...
Rs 10 - 12 lakhs p.a.
...Role: Wealth Counsellor Qualification: Graduate
Location: Mumbai (Work from Office)
Experience: Minimum 3 Years to Maximum 5 years of Experience in Sales
Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)
Interview...
...Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages...