Wealth Investment Manager

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

We are looking for a Preferred Relationship Manager- Wealth with Anand Rathi Group in Chennai.Job Description:The Relationship Manager-Wealth plays a crucial role as the key point of contact with clients. They are tasked with acquiring High Net Worth relationships, providing top-notch services, and ensuring client satisfaction. Building strong connections,...

Hi,We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Chennai location.Job Description for Preferred Relationship Manager -WealthSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring...

Job Description for Preferred Relationship Manager -WealthSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

Job Description for Preferred Relationship Manager -WealthSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

SUMMARY : - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties...

Incofin IM is an emerging market focused, independent impact investment manager focusing on financial inclusion, the agri-food value chain and safe drinking water. Driven by a desire to promote inclusive progress and sustainable transitions, Incofin IM is an Alternative Investment Fund Management (AIFM) licensed fund manager, advising and managing more than...

Job Requirements Job Title: TelecallerCompany Name: Ray prime wealth pvt ltdLocation: Chennai, Tamil NaduSalary: Per monthEmployment Type: Full TimeJob Description:Ray prime wealth pvt ltd, a verified employer, is seeking candidates to join us as Telecallers in Chennai. As a Telecaller, you will be responsible for making outbound calls to customers, handling...

Job Requirements Job Title: TelecallerCompany Name: Ray prime wealth pvt ltdLocation: Chennai, Tamil NaduSalary: Per monthEmployment Type: Full TimeJob Description:Ray prime wealth pvt ltd, a verified employer, is seeking candidates to join us as Telecallers in Chennai. As a Telecaller, you will be responsible for making outbound calls to customers, handling...

Job Requirements Job Title: TelecallerCompany Name: Ray prime wealth pvt ltdLocation: Chennai, Tamil NaduSalary: Per monthEmployment Type: Full TimeJob Description:Ray prime wealth pvt ltd, a verified employer, is seeking candidates to join us as Telecallers in Chennai. As a Telecaller, you will be responsible for making outbound calls to customers, handling...

We are seeking a highly passionate and skilled investment strategist to join our team.This role is suitable for candidates with 7+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.Roles and ResponsibilitiesProduct Conceptualization...

We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 7+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.Roles and ResponsibilitiesProduct Conceptualization...

Company DescriptionPelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Eligibility Criteria:MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in...

SUMMARY:The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high net worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions...

JD: Investment CounsellorLocation : Chennai Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. Analyze investment products and determine which product is appropriate for the clients Responsible to increase the Branch AUM Support and handhold Relationship managers in joint calls Maintain MIS and drive business...

SUMMARY:The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high net worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions...

About our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...