Senior Wealth Manager

Job PurposeMNCL group is preparing to establish a new wealth management division and appointing a new leader to spearhead it, who will also be tasked with assembling a dedicated team. The ideal candidate will be responsible for managing high net-worth individual (HNI) client portfolios, providing customized multi-investment products and services, and...

Job Purpose MNCL group is preparing to establish a new wealth management division and appointing a new leader to spearhead it, who will also be tasked with assembling a dedicated team. The ideal candidate will be responsible for managing high net-worth individual (HNI) client portfolios, providing customized multi-investment products and services, and...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...

JobDescription JobPurpose Theincumbent would be responsible for the managing HNI customers (withsurplus investment amounts of Rs. 1 Crore above) and have regularmeetings with them also supporting team to achieve their salestarget which would result in a revenue of 3.5 times ofCTC KeyDeliverables Executecluster business plans for the Wealth...

Job Description Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster business...

Job Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...

Job Title: Wealth Executive Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

Head - Legal- Ensure compliance with SCRR, FEMA, SEBI, Companies Act and other applicable laws, regulations, and guidelines governing stock broking and investment activities.- Review of periodic legal compliances of trading membership (like stock exchange compliances, SEBI compliances).- Monitor changes in legislation and regulatory requirements, advising...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

**Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...

**Equirus Wealth Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...

Regional Head - Wealth Key Result Areas: - To meet the budgeted targets and monitor them - To achieve defined sales targets of assigned portfolios and analyze performance periodically- To constantly focus on fee generating service offerings to meet the projected fee income- To review area level MIS - To prepare periodic MIS of region-wise, clientwise &...

- Serving as a key liaison to employees, business unit leadership and personnel.- Be thoroughly skilled in diverse messaging including social media, PowerPoint presentations, video scripts, website content, to competently recommend best means to communicate targeted messages to specific audiences.- Development and management of corporate messages, media and...

Roles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...

About Neo Group:Neo group is a new age, focused Wealth and Asset Management platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting...

Apply Wealth Manager, our company in Ahmedabad ,Rajkot ,Surat ,Vadodara for 2 - 7 year of Experience on TimesJobs.com

About Neo Group:Neo group is a new age, focused Wealth and Asset Management platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting...

About Neo Group:Neo group is a new age, focused Wealth and Asset Management platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting...