Wealth Manager

4 weeks ago

Alwar, India Tipsons Group Full time

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle client servicing, queries, and documentation efficiently with support from the operations team.1–5 years of relevant experience in Wealth Management, Investment Advisory, or Private Banking.Strong knowledge of financial markets, investment products, and portfolio management.Excellent communication, presentation, and relationship management skills.Self-motivated, target-oriented, and client-focused individual with high integrity.

  • Investment Opportunity

    3 days ago

    alwar, India beBeeInvestment Full time

    Wealth Management Opportunity This role is ideal for a student who wishes to develop their skills in investment advisory, portfolio management and risk profiling. Key Responsibilities: Wealth Management & Client Engagement Analyzing client interaction and developing effective strategies. Preparing financial pitch books and presentations for clients....

  • Collection Officer

    1 week ago

    Alwar, India Wealth Impression LLP Full time

    Role Summary The Collection Officer is responsible for recovering overdue payday loan amounts by contacting customers, negotiating repayment plans, resolving disputes, and ensuring timely follow-ups. The role aims to minimize delinquency and maintain healthy portfolio quality while adhering to company policies and regulatory guidelines.Location:...

  • Collection Officer

    1 week ago

    Alwar, India Wealth Impression LLP Full time

    Role Summary The Collection Officer is responsible for recovering overdue payday loan amounts by contacting customers, negotiating repayment plans, resolving disputes, and ensuring timely follow-ups. The role aims to minimize delinquency and maintain healthy portfolio quality while adhering to company policies and regulatory guidelines.Location:...

  • Campus Ambassador

    1 week ago

    alwar, India NiveshPe Full time

    About NiveshPeNiveshPe is a no-fuss mutual fund investment and portfolio management platform designed for first-time and casual investors. With India's most reliable fund recommendations and ready-made baskets, we make starting your investment journey simple and seamless.We monitor your portfolio 24×7, suggest improvements to keep it healthy, and provide...

  • Financial Analysis Specialist

    6 days ago

    alwar, India beBeeInvestment Full time

    About the PositionWe are seeking a skilled and motivated student for a Portfolio Management role.This is an exceptional opportunity for a self-driven, financially astute student with an eye for investment analysis and advisory.As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation,...

  • Campus Finance Advocate

    3 days ago

    alwar, India beBeeInvestment Full time

    About the RoleNiveshPe is a mutual fund investment and portfolio management platform designed for first-time and casual investors.Our platform makes starting your investment journey simple and seamless with India's most reliable fund recommendations and ready-made baskets.Key ResponsibilitiesAs a Campus Ambassador, you will represent NiveshPe on campus and...

  • Associate - Video Editor/Motion Designer

    1 week ago

    Alwar, India Raise Financial Services Full time

    Role Summary: Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021. As an Video Editor/Motion Designer, you will be responsible for...