SVP - Wealth Management - Banking (10-20 yrs)

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...

Hello, Greetings from Bharti AXA Life Insurance! We have an excellent opportunity for Wealth Manager Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi Role Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement Solutions Identify Customer Needs & Provide them with suitable solutions Build...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...

Company DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...

Role: Relationship ManagerAbout the JobInvestment Advisory Sales & Business Development A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria● Acquiring clients on investment planning, goal-based financial...

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client...

Job Title : AGM / DGM – Treasury & Personal Wealth ManagementLocation : DelhiReporting Manager : CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...

Job Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...

Job description Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take...

JOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...

About usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

Job Title : AGM / DGM – Treasury & Personal Wealth Management Location : Delhi Reporting Manager : CFO Job Purpose : The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management...

Job descriptionStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take...

Job Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...

- Provide financial solutions to the wealth customers while maintaining high service standards.- Maintain complete customer profile including the risk profile, demographics and assets in the bank.- Enrich relationships and garner higher wallet share through customer engagement activities.- Deepen the existing relationships by cross selling the Banks products...

About usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

Company DescriptionAlpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products.Role DescriptionThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...

SAP Sales Head NCR India Position Overview:We are seeking a dynamic and experienced SAP Sales Head to lead sales team and drive growth in SAP solutions. The ideal candidate will have 10 to 15 years of relevant experience in SAP sales, with a proven track record of exceeding sales targets and building strong client relationships. The SAP Sales Head will be...

**Salary** **- 15000-25000* **Industry** **- brokering house, brokering firm, bank and finance, share market, stock market **Role/Position** **- Sales Person for Brokering house and Wealth Division **Keyskills** **- NA - Job Description Acquiring key relationships for company. Deepening relationship with existing clients by effective management of client...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...