Private Wealth

3 weeks 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

    2 weeks 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

    2 weeks 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...

  • Rm - Wealth

    2 weeks ago

    Chandigarh, India Mount Talent Consulting Full time

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  • Senior Wealth Manager

    6 days ago

    Chandigarh, Chandigarh, India Aditya Birla Sun Life Insurance Full time ₹ 6,00,000 - ₹ 24,00,000 per year

    Company DescriptionAditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is...

  • Operations Executive

    2 weeks ago

    Chandigarh, Chandigarh, India Tiger Wealth Private Limited Full time

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  • Senior Wealth Manager

    4 days ago

    Chandigarh, India Aditya Birla Sun Life Insurance Full time

    Job Description Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance...

  • Mutual Fund Executive

    7 days ago

    Chandigarh, India Tiger Wealth Private Limited Full time

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    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 - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com...

  • Insurance Executive

    7 days 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** **PARTICULARS DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com or MBA 3...

  • Relationship Officer- Private Wealth

    2 weeks ago

    Chandigarh, Chandigarh, India Wealthvault research and analytics private limited Full time

    Job Overview As a Relationship Officer, you will be responsible for maintaining and strengthening relationships with our high-net-worth clients. Your goal is to understand the clients' financial goals, provide solutions that meet their needs, and ensure the overall satisfaction and retention of our clients. Relationship Officer Roles &...