Wealth 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 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...

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...

Wealth Investment Manager - Sales With a background in Wealth Management, we are looking for someone who can identify potential customers interested in investing in high-end projects. Develop and execute strategic plans for project sales and business development in the construction industry. Collaborate with cross-functional teams to ensure successful...

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...

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...

Description Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large...

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...

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...

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...

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...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help...

Cognizant is hiring Temenos TDS Functional ConsultantsExperience: 10 to 15 years.Location: Bangalore/ Chennai / Pune.JD:· 3 yrs of TDS (Temenos Data Source) configuration & implementation experience is a must.· 10+ Years of experience in Temenos Wealth Management domain as Functional Consultant, with strong market data processing domain expertise· Prior...

Role Responsibilities Check & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling risk Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries. Conducting regular...

AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector.As a Relationship ManagerMutual Funds,...

AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector.As a Relationship Manager- Mutual...