Fintoo - Relationship Manager

AVP Wealth - Private Wealth ManagementWe are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management.- The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment...

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of...

Senior Financial PlannerFinancial Planning:- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.- Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.- Monitor and review financial...

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business...

Location:Mumbai, Andheri Department:Global Wealth / InvestmentsAbout the RoleWe are seeking a dynamic and versatile professional to join our team as an Operations & Client Servicing Associate. This role requires a strong foundation in global financial markets, excellent client engagement skills, and the ability to manage day-to-day business operations...

We are seeking a talented and detail-oriented Frontend Developer with strong experience in and to join our product team. You will be responsible for building and maintaining responsive, high-performance web applications. The ideal candidate should also be able to contribute to UI/UX discussions and collaborate effectively with designers and backend...

Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

Job Location : MumbaiRole & responsibilitiesCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call center • All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...

Job Title: Relationship Manager – University Partnerships Location: Andheri / Mumbai Overview: We are looking for a dedicated and proactive Relationship Manager to join our team. The role involves building and maintaining strategic relationships with universities in India, facilitating the signing of Memorandums of Understanding (MOUs), and ensuring timely...