Wealth Manager

Company DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...

Designation - Account ManagerEducation - Graduation + CACTC Offered - 11.11L (8.5L Fixed)Location - Ahmedabad, GujratAn Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

Company DescriptionAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success....

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...

Job Description1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5)...

1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5) Ensuring better...

Were Hiring: Officer Social Media & Content CreatorLocation: Ahmedabad | Full-Time, On-SiteAbout Us:With over 30 years of experience, the greatest strength for WEALTH FIRST PORTFOLIO MANAGERS LTD has been the clients. Turning every challenge into an opportunity, we continue to deliver smart, steady, and client-centric investment solutions even during tough...

Job Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues....

Internship Opportunity: Finance & Marketing/Sales InternLocation: Ahmedabad, Gujarat - On-siteCompany: Aarav Investments – Boutique Wealth Management & AdvisoryCompany DescriptionAarav Investments is an AMFI-registered investment advisory firm specializing in various financial services, including Mutual Funds, PMS, Bonds, FD, AIF, NPS, Unlisted Shares, and...

Job descriptionJob description : -The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through theCRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extendingWorking Capital Facilities and Term Loans to MSME Clients.• Acquisition of New to Bank Business Banking...