Wealth Manager

Analyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of...

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.

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 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,...

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.

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Clients.Acquiring and managing both business, individual (resident...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...