Private Wealth

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp 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...

Job Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...

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...

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 the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

Company DescriptionSatco Wealth Private Limited specializes in 4 domains of Wealth Management - Wealth Creation, Wealth Preservation, Wealth Protection, and Wealth Transmission. We help clients understand their life goals and convert them into financial objectives. Our research team constantly monitors macro and micro-economic indicators to filter the...

Role Overview:Key Highlights:Job Location:MumbaiDesignation:Sales Wealth Counselor - Private Wealth (Offline Sales)Experience: 4 YearsFunctional Area:SalesAbout the Role:A Sales Wealth Counselor responsible for ensuring delivery of various MIS reports as per requirements.Reporting To : Vice President - SalesJoining Time:ASAPCTC :As per industry standardsKey...

About the internship:Selected intern's day-to-day responsibilities include: 1. Conducting market surveys & investment banking, financial markets2. Preparing financial planning reports, client meeting3. Prospect leads generation through campaigns, seminar, workshops & other 6 strategies by the organization4. Learning 1 hour daily about Indian economy and...

About the internship:Selected intern's day-to-day responsibilities include: 1. Conducting market surveys & investment banking, financial markets2. Preparing financial planning reports, client meeting3. Prospect leads generation through campaigns, seminar, workshops & other 6 strategies by the organization4. Learning 1 hour daily about Indian economy and...

About the internship:Selected intern's day-to-day responsibilities include: 1. Conducting market surveys & investment banking, financial markets2. Preparing financial planning reports, client meeting3. Prospect leads generation through campaigns, seminar, workshops & other 6 strategies by the organization4. Learning 1 hour daily about Indian economy and...

**Competency**:BD - RM Wealth Mumbai**Department**:Business Development**Designation**:Relationship Manager**Legal Entity**:Choice Connect Private Limited

Job Title: Wealth AssociateCompany: Leading Financial FirmResponsibilities:Skilled in MS & Data Analytics.Demonstrated ability in creating content and slides for Wealth/Investment items.Generate creative and suitable product suggestions.Assist BD/Sales teams with comprehensive research and impactful slides.Familiar with PMS/AIF and MF...

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...

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...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

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 2-15yrsBanking - 5-20yrsCTC - Best in the...

Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO.Our purpose is to empower clients to achieve their financial aspirations.Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai.The RM...

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...