Wealth Manager

Locations:Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, Delhi Job Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate...

Role and Title:- Private Wealth Managers reporting to Director or Managing Director. - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. - The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling. - Experience ranging from 5 to 12 years or...

Position: Business Head – Wealth Management PartnershipsLooking for result oriented self -starters for a customer/client facing role dealing with structured financial products.The typical customer target segment would be HNI/UHNI, Family offices, PMS & AIFs and distributors like Private Wealth management firms, New-age tech platforms offering alternative...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do: - Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do:- Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

Designation: Regional Head (Financial Planning) CTC: Very lucrative + Incentive Opening: 5 Industry: Banking /Financial Services / Insurance Work Location: Mumbai, Pune, Bengaluru, Hyderabad, Delhi The Regional Head will be the business head for a Zone, managing a team of wealth managers. The Wealth Manager is the ultimate face of the business as he is...

Job Title: Virtual Wealth ManagerCompany Information :SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation preservation protection and transmission catering both domestic (Mumbai) and international (Dubai) clients.Experience: 48...

Designation: Regional Head (Financial Planning)CTC: Very lucrative + IncentiveOpening: 5Industry: Banking /Financial Services / InsuranceWork Location: Mumbai, Pune, Bengaluru, Hyderabad, DelhiThe Regional Head will be the business head for a Zone, managing a team of wealth managers. The Wealth Manager is the ultimate face of the business as he is going to...

Designation: Regional Head (Financial Planning)CTC: Very lucrative + IncentiveOpening: 5Industry: Banking /Financial Services / InsuranceWork Location: Mumbai, Pune, Bengaluru, Hyderabad, DelhiThe Regional Head will be the business head for a Zone, managing a team of wealth managers. The Wealth Manager is the ultimate face of the business as he is going to...

Designation: Regional Head (Financial Planning)CTC: Very lucrative + IncentiveOpening: 5Industry: Banking /Financial Services / InsuranceWork Location: Mumbai, Pune, Bengaluru, Hyderabad, DelhiThe Regional Head will be the business head for a Zone, managing a team of wealth managers. The Wealth Manager is the ultimate face of the business as he is going to...

Designation: Regional Head (Financial Planning)CTC: Very lucrative + IncentiveOpening: 5Industry: Banking /Financial Services / InsuranceWork Location: Mumbai, Pune, Bengaluru, Hyderabad, Delhi The Regional Head will be the business head for a Zone, managing a team of wealth managers. The Wealth Manager is the ultimate face of the business as he is going to...

A Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology digital banking and the increasing need for personalized financial advice in a convenient virtual setting. Here s a...