B&k Wealth

JobDescription Open Positions01Location:MumbaiExperience Required: 03 yearsPlusJoining Date: Immediate or with in 1monthGender: Male OR femalecandidateRevenueGeneration:Acquire retain and deepen portfolio to maximize sales performanceto achieverevenue targets through wealthmanagement products real estate productsassetrelated products (secured unsecured)and...

Role & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp 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...

Roles &Responsibilities Heading the product management for Wealth & AlliedProducts Build new verticals for expandingbusiness relationships to allied industries including butnotlimited to fixed deposits insurancewellness and mutual funds Lead Digital Salesfor Wealth & Allied ProductsAcquisition of Institutional Partners Deepening Relationships andIncreasing...

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-XA and Series X-B. 2+ years of experience in financial...

Executive - Wealth and Responsibilities:Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds. Work on timely delivery of data and manage the TAT of all given operational activities. Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree preferredPerson...

Responsibilities : Customer Profiling Consultation related to wealth management Client interaction References from existing clients to acquire new clients Updating clients on market Giving the proper information to clients of a transaction at a specific interval. Strive towards achieving an individual goal and thereby the branch and...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

JobRole:Requirement for aRelationship Manager who shall be responsible forAcquiring and managing HNI and UHNI clients banking andinvestment requirements and will help clients achievewith their financial goals through strategic portfolio analysis andsuggesting them the right investment products.The role requires the candidate to be proficient infinancial...

Dear Applicants, We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab. We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth. NBFC - Exp required 2-15yrs Banking - 5-20yrs CTC - Best in...

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About InCred Wealth :InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment...

Job Description Department: Customer Interaction (Sales) Position: HNI/UHNI/ Wealth Manager – Customer Interaction Experience : 5 to 7 years required in handling HNI/UHNI's Location: MUMBAI Reporting to: Chief Business Officer We are looking for HNI's/UHNI's Wealth Manager who can contact HNI's/UHNI's over the phone and meet in...

About InCred Wealth :InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment...

Job DescriptionAccount ManagerAn accountmanager (AM) role is to support the RM in maintaining and buildingthe RM wealth management business.Role:1)FinancialPlanning Portfolio Strategy and Reportinga.Assistingthe RM in making of financial plans for clients keeping in mindi. Clientrequirement andii. Our 2point strategy by following the 6 step...

Client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.They pride themselves in being a trusted Investment bank servicing customers with best results. in advisory in their investments, best corporates for their...

Location:MumbaiJob PurposeWealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region.KEY...

Job DescriptionClient is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.They pride themselves in being a trusted Investment bank servicing customers with best results. in advisory in their investments, best corporates...

Talent Profile : Product Location : Mumbai Qualifications: MBA/ PGDM from Tier 1 B-school CA/CFA degree must Work Experience (highlight) : 5-10 year experience in Product Development and Management with Wealth/Asset Management Companies Experience with product management and new product launches Core Purpose of the Role : Product...

Open Positions01Location:MumbaiExperience Required: 03 yearsPlusJoining Date: Immediate or with in 1monthGender: Male OR femalecandidateRevenueGeneration:Acquire retain and deepen portfolio to maximize sales performanceto achieverevenue targets through wealthmanagement products real estate productsassetrelated products (secured unsecured)and any other...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management businessRole:1)Financial Planning , Portfolio Strategy and Reportinga.Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb.Reporting the performance of...