Relationship / Wealth Manager – Wealth Management

Profile –  Relationship / Wealth Manager Position Title  : Asst. Manager / Manager /AVP Function:  Client Relationship Management Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm's financial planning framework and with the help of...

Job DescriptionWe are seeking an experienced Wealth Management Strategist to join our team at Waytogo Consultants.Key Responsibilities:Develop and execute a comprehensive wealth management strategy to drive revenue growth and achieve business objectives.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new...

Wealth Management Strategy and Sales Develop and execute a comprehensive wealth management strategy to drive revenue growth and achieve business objectives. This involves driving sales of investment products, insurance, alternate assets, and other wealth offerings. Client Acquisition and Relationship Building Identify new business opportunities and expand...

Develop and execute the circle's wealth management strategy to achieve revenue targets.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new business opportunities and expand the HNW and UHNW client base.Work closely with the branch banking team to generate leads and cross-sell wealth products.Ensure strong...

Develop and execute the circle's wealth management strategy to achieve revenue targets.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new business opportunities and expand the HNW and UHNW client base.Work closely with the branch banking team to generate leads and cross-sell wealth products.Ensure strong...

About UsCkredence Wealth is a comprehensive wealth management services provider with over 40 dedicated employees. We are an innovative growth of Chirag Investments, established in 1987.We strive to provide cutting-edge financial solutions to our clients, leveraging our expertise and resources to help them achieve their financial goals.

Job DescriptionWe are looking for a Business Relationship Manager to join our team at Arham Wealth Management Private Limited. As a Business Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients.Key Responsibilities:Develop and implement client relationship strategies to drive business growthProvide...

Company DescriptionCkredence Wealth was founded in 1987 and is a comprehensive wealth management services provider. The company has a team of professionals who have dedicated years to understanding various investment avenues and possess specialized skills to help clients make investment decisions with ease.Role DescriptionCkredence Wealth is seeking a...

Job SummaryWe are seeking a highly skilled Strategic Wealth Solutions Manager to join our team at Waytogo Consultants.Company OverviewAt Waytogo Consultants, we pride ourselves on delivering exceptional wealth management solutions to our clients. Our team of experts is dedicated to helping high net worth individuals achieve their financial goals.Key...

Job OverviewAs a key member of our team, you will be responsible for managing client portfolios and providing expert financial advice. Your primary goal will be to deliver exceptional results and exceed client expectations.You will have the opportunity to work with a talented group of professionals who share your passion for excellence and customer...

Job Description About Us Ckredence Wealth is a comprehensive wealth management services provider with 40+ dedicated employees. We are an innovational growth of Chirag Investments, established in 1987. Core Responsibilities: Requirements: Benefits:

Company OverviewCkredence Wealth is a renowned wealth management services provider, established in 1987. With over 40 dedicated employees and three branches across Surat, Mumbai, and Baroda, we deliver exceptional financial solutions driven by innovation, collaboration, and customer satisfaction.Salary & BenefitsWe offer a competitive salary and...

Position Summary:Designation : Equity Trader Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months) Salary: Based on the interview Experience Required: 2 YearsAbout Us: Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a...

Position Summary:Designation : Equity Trader Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months) Salary: Based on the interview Experience Required: 2 YearsAbout Us: Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a...

Role Context : • As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm's financial planning framework and with the help of our Product and Investment Teams. • Acquire new Wealth Management prospects aligned to firm's target market, develop new territories • Build...

Company OverviewAASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services, SIPs, Fixed Deposit Services, Portfolio Management, Investment...

Position Summary:Designation : Equity TraderLocation: Athwa gate, Surat (Planning to shift to VESU probably in 6 months)Salary: Based on the interviewExperience Required: 2 YearsAbout Us:Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is...

About Ckredence WealthCkredence Wealth is a reputable industry player in the field of comprehensive wealth management services. Established in 1987, our company has grown to become a trusted name with 40+ dedicated employees. With three branches in Surat, Mumbai, and Baroda, we deliver exceptional financial solutions, driven by innovation, collaboration, and...

Position Summary: Designation: Equity TraderLocation: Athwa gate, Surat (Planning to shift to VESU probably in 6 months)Salary: Based on the interviewExperience Required: 2 Years About Us:Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a...

Position Summary:Designation: Equity TraderLocation:Athwa gate, Surat (Planning to shift to VESU probably in 6 months)Salary:Based on the interviewExperience Required:2 YearsAbout Us:Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted...