Virtual Wealth Manager
3 days ago
Company 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 YearsSalary : 4 10 LPALocation : Andheri ( East)No. of Rounds: 2Mode of Interview: F2FShift Timing: General ShiftNotice Period: Immediate Joiner
Responsibilities: Client Relationship Management: Develop and maintain strong longterm relationships with clients through virtual channels ensuring personalized and efficient service delivery. Personalized Financial Planning: Create and implement tailored financial plans that align with clients risk profiles financial goals and timelines offering strategic advice on investments retirement and estate planning. InvestmentAdvisoryandPortfolioManagement:Provideexpertadviceonvariousinvestment products monitor and rebalance portfolios and optimize investment strategies to meet clients financial objectives. Technological Proficiency: Utilize advanced digital tools wealth management software and virtual advisory platforms for client engagement portfolio tracking and financial analytics. ComplianceandRegulatoryKnowledge:Ensurealladvisoryservicescomplywithrelevant Indian financial regulations including SEBI and RBI norms while staying updated on market trends and product offerings. Must have Skills: Financial Product Market trend Client portfolio Handled HNI clients Portfolio management Client relationship management Investment Advisory Financial planning Crossselling and Upselling
management,wealth,portfolio management,financial planning,client relationship management,cross-selling and up-selling,client portfolio,market trend,investment advisory,handled hni clients,financial product,upselling and cross-selling
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Virtual Wealth Manager
4 days ago
Mumbai, India Zyvka Full timeJob Title: Virtual WealthManagerCompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.Experience:48 YearsSalary :...
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Virtual Wealth Manager
5 days ago
Mumbai, India PEOPLEOCITY LLP Full timeA 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...
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Virtual Wealth Manager
3 days ago
mumbai, India Zyvka Full timeJob Title: Virtual WealthManagerCompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.Experience:48 YearsSalary :...
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Virtual Wealth Manager
2 days ago
mumbai, India Zyvka Full timeJob Title: Virtual WealthManagerCompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.Experience:48 YearsSalary :...
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Virtual Wealth Manager
3 weeks ago
Mumbai, India PEOPLEOCITY LLP Full timeA 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...
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Virtual Wealth Manager
2 weeks ago
mumbai, India PEOPLEOCITY LLP Full timeA 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...
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Virtual Wealth Manager
4 days ago
mumbai, India PEOPLEOCITY LLP Full timeA 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...
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Virtual Wealth Manager
3 weeks ago
Mumbai, India PEOPLEOCITY LLP Full timeJob DescriptionA 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...
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Virtual Wealth Manager
2 weeks ago
Mumbai, India PEOPLEOCITY LLP Full timeAVirtual Wealth Manager in India provides financial advisoryservices remotely through digital platforms helping clients managetheir wealth and achieve financial goals. This role is growing inprominence due to advancements in technology digital banking andthe increasing need for personalized financial advice in aconvenient virtual setting. Here s a detailed...
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Wealth Manager
3 weeks ago
Mumbai, India Nuvama Wealth Full timeLocations: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...
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Wealth Manager
3 weeks ago
Mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
3 weeks ago
Mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
4 days ago
mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
3 days ago
mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
3 weeks ago
mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
3 weeks ago
Mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
3 weeks ago
Mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
3 weeks ago
Mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager
5 days ago
mumbai, India Nuvama Wealth Full timeLocations: 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...
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Wealth Manager/Relationship Manager
3 days ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeRole 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...
