Wealth Head

Wealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadReports To: Regional HeadProficient in Excel and PPT skillsQualifications: MBA/PGDM in FinanceLocation/s: Chennai, Bubaneshwar, Ranchi, Patna, Guwahati, Cochin, Noida,...

Wealth Head - FinTech/Broking (12-15 yrs) Wealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadJob Locations: Chennai, Bhubaneshwar, Guwahati, Hyderabad, PatnaQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP,...

Wealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial Industry pref. Broking/Capital Markets Role Summary: If...

Cluster Head We are seeking a Cluster Head who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial...

Cluster Head We are seeking a Cluster Head who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial...

About Client:Our Client is a prominent financial advisory and Private wealth management firm committed to helping clients achieve their financial objectives.Designation: Wealth HeadReports To: Regional HeadLocation/s: Chennai, Bubaneshwar, Ranchi, Patna, HyderabadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDARole Summary:If...

Job Role - Regional Head - WealthLocation - Ahmedabad, Coimbatore, Delhi, Mumbai, Chennai & BangaloreThe Wealth management division of the client is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual...

Wealth Head_12-15 Yrs_Multiple Locations About Client:OurClient is a prominent financial advisory and Private wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadReports To: Regional HeadLocation/s: Chennai, Bubaneshwar, Ranchi, Patna, Guwahati, Cochin, Noida, HubliQualifications: MBA/PGDM in...

Wealth Head_12-15 years(Fintech/Private Banks/Wealth Teams)_MBA(Finance) Designation: Wealth HeadJob Locations: Chennai, Bubaneshwar, Guwahati, Hyderabad, Pune Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience :12 - 15 years in Financial Industry pref. Broking/ Capital Markets Role Summary: If you love interacting with...

About Client : Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadJob Locations: Chennai, Bhubaneshwar, Guwahati, Hyderabad, Pune Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial...

Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial Industry pref. Broking/Capital Markets Role Summary: If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! The Wealth Head is a dynamic professional with experience...

Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial Industry pref. Broking/Capital Markets Role Summary: If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! The Wealth Head is a dynamic professional with experience...

USPB Risk CAO organization provides a global focus for risk management strategy/execution oversight for compliance with Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth Risk and Legacy Franchises/Banking & International Retail Risk Management. Head of USPB Risk Change Management & CSC Senior Group Manager...

Senior Wealth Manager in MNC bank- Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. - Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the...

Head - Finance - D2C Position Overview:We are seeking an experienced and visionary Chief Financial Officer (CFO) to join our dynamic startup team. As a key member of the executive leadership team, the CFO will play a critical role in shaping the financial strategy and driving the long-term success of the company. The ideal candidate will bring a wealth of...

Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world...

Senior Manager/Assistant Vice President - Back Office Operations Unifi Capital P Ltd is a SEBI registered Portfolio Manager and is the investment manager to multiple SEBI-registered Alternative Investment Funds (AIF). The company is a member of NSE, and BSE and is a CDSL Depository Participant. Established in 2001, UCPL is headquartered in Chennai with...

Job Purpose:- Driving the growth and success by strategically acquiring and engaging with high-net-worth clients. This role is pivotal in enhancing client coverage and increasing the penetration of products and services through a targeted, need-based approach. - It aims to maximize volume and revenue performance while maintaining the highest standards of...

Lead Partner - Bank Channel Company: Leading private sector bankRole: Wealth App - Lead Partner - Bank ChannelsReporting to: Head - Digital WealthLocation: Bangalore, Ahmedabad, Chennai & HyderabadRequirements:- Graduate / Postgraduate- Minimum 7-10 years of work experience with prior experience in partnership management in a sales oriented role.- Past...

Title: Head of BPO Solutioning - BFS Practice Location: Chennai / Bangalore / Hyderabad Company Overview: Our client is a leading provider of Business Process Outsourcing services, dedicated to delivering innovative solutions to clients globally. Position Overview: We are seeking a dynamic and experienced Head of BPO Solutioning to lead our Business...