Wealth Manager

Job descriptionPlanify is on the lookout for a highly skilledAs a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of...

Job description Planify is on the lookout for a highly skilled As a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding...

Job descriptionPlanify is on the lookout for a highly skilledAs a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of...

Job Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products.The ideal candidate will be responsible for acquiring new...

Job Summary: We are seeking an experienced and driven Product Manager - Wealth to lead the strategy, development, and growth of our wealth management products, including Mutual Funds, IPOs, Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and other related financial products . The ideal candidate will be responsible for...

Job Summary: We are seeking an experienced and driven Product Manager - Wealth to lead the strategy, development, and growth of our wealth management products, including Mutual Funds, IPOs, Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and other related financial products . The ideal candidate will be responsible for...

Job Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products.The ideal candidate will be responsible for acquiring new...

Job Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products.The ideal candidate will be responsible for acquiring new...

Job Description/ ResponsibilitiesWorking with a partner in managing the client accounts.Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting...

Job Description/ ResponsibilitiesWorking with a partner in managing the client accounts.Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting...

DesignationManager/ Sr ManagerWealth Management. Job Profile:.- Develop and provide solutions to the client's basis their requirements.- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles.- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM.-...

About The Company:- Financial services are poised for explosive growth in India, and digital lending is estimated to be a US$1 trillion opportunity over the next 5 years.- In a growing, credit starved economy, this is an opportunity to join a well-funded digital lending platform based in Delhi, started by a team of former financial services professionals...

Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose:  The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and...

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...

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...

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...

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 value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

**Company Overview**: Primedin **(प्रीमेडिन)** Wealth is a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth, mass affluent individuals and families. With a focus on personalized service, innovative investment strategies, and a commitment to client success, we are at the forefront of...

Job Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Engineering Travel Percentage : 0%As the world works and lives faster, FIS is leading the way.  Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our...

Planify is hiring private wealth consultants/managers to cater to high-net-worth individuals by offering PreIPO, Startup investment advice, and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding, private equity, and wealth management space. Someone who can take ownership of providing...