Wealth Manager

Business Development Manager / Wealth Manager - Capital MarketLocation: Pune / Nasik / Nagpur / Kolhapur (On-site / Hybrid / Remote)Experience: 3-8 YearsAbout Tianum Networth Managers Pvt Ltd.Tianum Networth Managers Pvt Ltd. is one of Indias fastest-growing financial services companies, headquartered in Pune. We specialize in wealth management, investment...

Job Description Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior nvestment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer...

Job Description Job Responsibilities __________________________________________________________________________________ - Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus - Financial Planning (FP) and Portfolio Services - Execution of transactions post FP and on periodical basis - Manage Private Wealth, PMS and AIF fund related...

Unit Manager – Moneyfrog Financial Services Location: Chembur Employment Type: Full-Time Department: Unit Manager Job Description: Relationship Manager - Wealth - Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments....

Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profileLooking for Candidate Who can Experience in Private wealth, AcquisitionMust have own Self built...

Job Description We are actively seeking a visionary and results-driven Chief Business Officer to join our client's leadership team through Acme Services. This pivotal role requires candidates exclusively from Wealth Management Companies with profound expertise in driving business growth. The ideal candidate will possess exceptional skills in Sales Leadership...

Company DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance providers, offering diverse financial solutions including ULIPs, term insurance, retirement, and child policies to help individuals secure their futures. With over 3.85 crore policyholders, a claim settlement ratio of 99.29%, and an AUM of ₹1.3 Lakh Crores, Bajaj Life...

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Job...

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with clients by...

Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with...