Wealth Management Analyst

Company DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). Our strength lies in our Research & Advisory Services,...

Company DescriptionSMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and...

Company Name: Motilal Oswal Financial Services Limited Location- Kolkata Profile- Relationship Manager / Wealth Manager Key Responsibilities:1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3....

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.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...

Company DescriptionNavya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we...

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

MissionDeliver high-quality investment research, portfolio insights, and product recommendations by analyzing wealth management products, monitoring market movements, and supporting client advisory teams with data-backed decisions.Key Outcomes (What Success Looks Like)1. Market & Product ResearchAnalyze and recommend suitable wealth management products...

Private Banking Team Head - Eastern India (Playing Captain)Location: Kolkata, IndiaJob Overview:We are seeking an experienced and dynamic Private Banking Team Head in a 'Playing Captain' role to establish and lead our private banking operations in Eastern India. The successful candidate will be responsible for building a high-performing team from scratch,...

Hello ConnectionsWe are presently hiring for Wealth Relationship Manager who has handle HNI portfolio for one of the leading bank in Kolkata location.Job details: - Must have 5+ Years relevant experience in Sales of Wealth Products with HNI. Candidate must be AMFI & SP certified.Experience: - 5+ YearsJob location: - KolkataCTC:- Open for right...

We are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.