Wealth Manager

About Prospurts Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About the Role: The role entails onboarding new Channel Partners, providing ongoing support until they are fully operational, and driving business outcomes to ensure their success. Key Responsibilities Include: - Ensuring Smooth Onboarding and Handholding of APs - Collaborating with APs to Drive Revenue from Products like Demat, Retail Trading, and Wealth...

About UsAt Client Associates, we pride ourselves on being India's first and largest Multi Family Office Firm, dedicated to delivering unparalleled Private Wealth Management services.We have garnered significant recognition for our achievements:AIWMI India Wealth Awards 2018 - Best Multi Family OfficeCNBC TV-18 Best Financial Advisors Award multiple...

Company OverviewdeVere Group is a leading provider of sustainable and rewarding financial solutions. We strive to make a difference in our clients' lives and financial wellbeing by delivering personalized, independent financial advice.Job DescriptionWe are seeking an experienced Strategic Wealth Strategist or High Net Worth Client Advisor to join our team....

About the role:The role includes onboarding new Channel Partners (APs), providing continuous support until they are fully operational, and ensuring their success by driving business outcomes. The ideal candidate will work closely with Product, Digital Marketing, and Compliance teams to ensure smooth onboarding, training, and engagement of APs. They will also...

Prospurts is a pioneering wealth management firm based in Delhi NCR, dedicated to empowering working professionals and entrepreneurs to achieve their long-term financial goals.We pride ourselves on our unique approach to wealth management, which emphasizes hyper-personalized solutions tailored to each client's needs.Our boutique setup enables us to maintain...

Main Responsibilities:Build strong relationships across regional sales hierarchies in wealth management and private sector banking set-ups to mobilize funds.Position products appropriately with advisors and convert them to distributors.Manage paperwork, data collation, and reporting.Coordinate with departments to ensure smooth redressal of post-sales...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...

Leadership role Wealth Creation Opportunity About Our Client Our client is one of the Top Wealth Fintech companies in the Indian market Job Description Leadership and Vision: Develop and communicate a clear vision and strategic direction for the company.Inspire and lead a high-performing team to achieve ambitious goals.Foster a culture of...

About Bank of America">We are committed to creating a workplace where everyone can grow and thrive. Our company culture emphasizes teamwork, collaboration, and mutual respect. As a business leader, you will be part of a dynamic team that fosters innovation, creativity, and continuous improvement.">Our employees enjoy a range of benefits designed to promote...

Posting Description IND Analyst I Wealth - PA - Technology - Role DescriptionJob TitleIND Analyst I Wealth - PA - TechnologyReporting toIND Senior Manager Wealth - PA - TechnologyLOBWealthOverview of the RoleIND Analyst I Wealth - PA xe2x80x93 Technology is responsible for configuring and testing Aonxe2x80x99s proprietary Pension Administration System to...

IND Analyst II Wealth - PA - Technology - Role DescriptionJob TitleIND Analyst II Wealth - PA - TechnologyJob Code Level s 8 2Date of Requisition Reporting toIND Manager Wealth - PA - TechnologyCTC LOBWealthClosure Date Overview of the RoleIND Analyst II Wealth - PA - Technology is responsible for Supporting and testing Aons proprietary Pension...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR.We started in 2015 and currently manage more than INR 750 crore across 500+ families.We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth.We give a lot of emphasis on hyper-personalized plan-based approach to curate client...

About Prospurts Consulco We are a wealth management firm based out of Delhi NCR, managing over INR 750 crore across 500+ families. Our focus is on helping working professionals and new-age entrepreneurs create long-term sustainable wealth through hyper-personalized plan-based solutions. We take pride in our counter-cultural approach, focusing on an...

About This Role:">We are seeking a talented individual to support and test our proprietary Pension Administration System. As a Pension Data Analyst, you will be responsible for configuring the system using proprietary systems and tools, ensuring that it meets the needs of our clients.">You will work closely with multi-cultural teams across geographies,...

About ProspurtsProspurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client...

About ProspurtsProspurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client...

About ProspurtsProspurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client...