Private Wealth

15 hours ago


Chandigarh, India ICICIDirect Full time

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, EquityTo educate clients on the features, benefits, and risks associated with various wealth management products.To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.To identify new business opportunities and generate leads through networking and referrals.To drive business growth by effectively cross-selling wealth management products and services to existing clients.To conduct thorough due diligence on investment products and providers to mitigate risks.To maintain accurate records of client interactions and transactions in accordance with compliance standards.Key Requirements:Relevant experience of 12 - 20 yearsShould have strong understanding of wealth management products, including AIFs and PMS.Should have a proven track record of building and managing relationships with high-net-worth individuals.Should have excellent communication, presentation, and negotiation skills.Should have the ability to work independently and as part of a team in a fast-paced environment.Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.


  • Private Wealth

    7 days ago


    chandigarh, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    6 days ago


    Chandigarh, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...


  • Chandigarh, Chandigarh, India Tiger Wealth Private Limited Full time

    **About Us**:About Us**: Tiger Wealth Private Limited is a boutique wealth management firm with a strong presence in the industry since 2008. We proudly manage assets exceeding Rs.200 Crores for over 3000 clients, including 500+ High Net Worth Individuals (HNIs), corporates, families, and NRIs. Our office is located in Sector 9-D, Chandigarh. **Key...

  • Private Wealth

    3 hours ago


    Chandigarh, India, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Insurance Executive

    2 weeks ago


    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 1) 15 year old Wealth Management Firm in Sector 9, Chandigarh 2) Assets under Management - over Rs 100 Crores **Job Description: Service Executive - Insurance** **DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com or MBA 3 Experience...

  • Service Executive

    3 days ago


    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Insurance** **PARTICULARS DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com or MBA 3 Experience Minimum 1-3 Years 4 Compensation Monthly Rs 15,000/- to Rs 25,000/ - 5 Job Requirements 1) Maintaining...

  • Manager Sales

    2 weeks ago


    Chandigarh, India HSBC Full time

    Job description Some careers open more doors than others If you re looking for a career that will unlock new opportunities join HSBC and experience the possibilities Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further Global Asset...

  • Operations Executive

    2 weeks ago


    Chandigarh, Chandigarh, India Tiger Investments Full time

    We are excited to announce a fantastic opportunity to join Tiger Investments as an operations executive. If you are passionate about financial services and have experience in Banking, Financial Services and Insurance. **About Us**: Tiger Investments ( Sector 9 - D, Chandigarh ) is a boutique wealth management firm with a strong presence in the industry...


  • Chandigarh, Chandigarh, India Tiger Wealth Private Limited Full time

    We are looking for an Operations Executive with proven good knowledge of Mutual funds, the stock market, and investment banking. Kindly share your resume on Whatsapp ( 7889104366 ) **Job Types**: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month **Benefits**: - Life insurance - Provident Fund Schedule: - Morning shift Supplemental pay...


  • Chandigarh, Chandigarh, India XEAM VENTURES PRIVATE LIMITED Full time

    **JOB DESCRIPTION** - Educate customers to utilize services available through self-service channels provided by Bank - Help and support the customers in giving feedback for services availed. - Increasing Sales by making available information on various products and services of the bank to customers / visitors. - Ensuring HNI / Wealth / Premier customers are...