Wealth Manager

1 month ago

Vadodara, India ALPHA SQUARE ACADEMY Full time
Company Description
 Alpha Square Academy is a wealth boutique Firm located in Mumbai. We speacialize in distributing Mutual Funds and other investment products.

For more details Visit our website
www.alphasquarewealth.com

Job Description
  • Designation- Asst. Manager/ Manager/ Senior Manager
  • As a wealth Manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio- building experience
  • You forge a strong bond with the clients and understand their background, financial condition, current cash flow.
  • To help the clients to achieve long. medium and short term goals.
  • To implement a strategy to cover a list of various investment opportunities that suits to the clients objectives.
  • Track clients portfolio, review and monitor various market fluctuations and to timely update thr clients.
  • Make changes and modifications to the investment according to the lifestyle and financial changes.
  • Increase client database by meeting new clients and take references from the existing clients and build the AUM.
  • KNOWLEDGE
  • Products Knowledge- Have a detailed knowledge of all the investment products such as Mutual Funds, PMS, AIF, FIXED INCOME, INSURANCE, GENERAL INSURANCE, LIFE INSURANCE, etc.
Location- VADODARA/ AHMEDABAD/ SURAT/ RAJKOT/ INDORE/ BHOPAL
Qualification
Any Graduate/ Post Graduate/ CA/ CFA/CFP.

Salalry- Best in the industry+ Travelling Allowances+ Quartely Incentives+ Foreign Tour+ Diwali Bonus.

PLEASE NOTE THAT ONLY APPLY IF YOU ARE INTERESTED IN SALES AND TARGET ORIENTED.

  • Wealth Relationship Manager

    2 weeks ago

    Vadodara, India Axis Mutual Fund Full time

    fastest growing mutual fund. We serve 1.3+ 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 our partners & investors to...

  • Wealth Relationship Manager

    2 weeks ago

    Vadodara, India Axis Mutual Fund Full time

    fastest growing mutual fund. We serve 1.3+ 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 our partners & investors to...

  • Wealth Relationship Manager

    2 weeks ago

    Vadodara, India Axis Mutual Fund Full time

    fastest growing mutual fund. We serve 1.3+ 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 our partners & investors to...

  • Wealth Relationship Manager

    7 days ago

    Vadodara, India Axis Mutual Fund Full time

    fastest growing mutual fund. We serve 1.3+ 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 our partners & investors to...

  • Wealth Relationship Manager

    7 days ago

    Vadodara, India Axis Mutual Fund Full time

    fastest growing mutual fund. We serve 1.3+ 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 our partners & investors to...

  • Wealth Relationship Manager

    6 days ago

    Vadodara, India Axis Mutual Fund Full time

    fastest growing mutual fund. We serve 1.3+ 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 our partners & investors to...

  • Insignia Rm

    2 months ago

    Vadodara, India Change Leader Full time

    **JOB DESCRIPTION** **Insignia Relationship Manager** **Experience: 5 **+ years **Location: Vadodara, Surat, Ahmedabad** **Primary Skills: Wealth Management, Business Banking, Cross Selling** **Desired Skills & Responsibilities** 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue...

  • Senior Sales Branch Manager

    4 weeks ago

    vadodara, India TEKPILLAR SERVICES Full time

    We areseeking a dynamic and resultsoriented leader to join our vibrantretail branch as Senior Branch SalesManager. In this pivotal roleyou will play a critical role in exceeding sales targets fosteringa motivated team and delivering exceptional customerservice. JobRoles andResponsibilities: Achieveambitious sales targets for a range of retail banking...

  • Equity Dealer

    1 month ago

    Vadodara, India Pramesh Wealth Pvt Ltd. Full time

    **Salary** : 18,000-20,000 per month **Experience**: 2-3 years Order Execution: Equity dealers are responsible for executing buy and sell orders for clients in a timely and efficient manner. They work closely with clients to understand their investment objectives, risk tolerance, and market preferences to ensure appropriate execution. Market Analysis:...

  • Rm Equity Dealer

    3 days ago

    Vadodara, India Shah Investors Home Ltd - for Baroda Branch Full time

    A Trusted, 25+ years old Stock Brooking Company requires RM cum Equity Dealers - for Our Baroda Branch. Job Responsibility: Managing Wealth and Executing Trades Orders for Clients. Education: M.Sc, B.C.A, M.Com ,MBA, B.Sc or Any Graduate Skills: Computers, Excel and Good Communication **Job Type**: Permanent Job Required: NISM 8 Mandatory within 3...

  • (Senior) Frontend Engineer at Crypto/ Web3 Startup

    4 days ago

    Vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India.Your team is based in India, Canada and Europe.Working Language:EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task...

  • B.com Fresher

    1 day ago

    Vadodara, India PRIME IDEA VENTURE Full time

    Relationship Management (Wealth): 1. Acquiring and Managing demat, trading, investments relationship and responsible for overall growth of Liabilities of the organization and customers. 2. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of the most important customer segment. To do cross...

  • QA Engineer for Crypto App

    4 days ago

    Vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India.Your team is based in India and Europe.Working Language:EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task rewards...

  • Relationship Executive

    7 days ago

    Vadodara, India PRIME IDEA VENTURE Full time

    Relationship Management (Wealth): 1. Acquiring and Managing demat, trading, investments relationship and responsible for overall growth of Liabilities of the organization and customers. 2. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of the most important customer segment. To do cross...

  • (Senior) Frontend Engineer at Crypto/ Web3 Startup

    1 week ago

    Vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India. Your team is based in India, Canada and Europe.Working Language: EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task...

  • (Senior) Frontend Engineer at Crypto/ Web3 Startup

    6 days ago

    vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile? Location: Remote across India. Your team is based in India, Canada and Europe. Working Language: English About the project The #1 Crypto rewards platform where daily rewards meet smart investing. Klink is a leading crypto platform that innovatively combines...

  • (Senior) Frontend Engineer at Crypto/ Web3 Startup

    7 days ago

    Vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India. Your team is based in India, Canada and Europe.Working Language: EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task...

  • QA Engineer at Blockchain Startup

    2 weeks ago

    vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile? Location: Remote across India. Your team is based in India and Europe. Working Language: English About the project The #1 Crypto rewards platform where daily rewards meet smart investing. Klink is a leading crypto platform that innovatively combines quest-based task...

  • QA Engineer at Blockchain Startup

    2 weeks ago

    Vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India. Your team is based in India and Europe.Working Language: EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task rewards...

  • QA Engineer for Crypto App

    7 days ago

    Vadodara, India Klink Finance Full time

    Are you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India. Your team is based in India and Europe.Working Language: EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task rewards...