Wealth Manager

Wealth Manager - Banking Accountable for achieving monthly & annual sales targets, as agreed.- Ensure proper implementation & execution of relationship management & investment advisory strategies.- Ensure proper sales spread between products.- Aim to balance NTB with increase penetration of existing customers to deepen the wallet share.- Drive and deliver a...

Position Title : Treasures Relationship Manager Department: CBGRank : Associate/Sr AssociateReports To: Vice PresidentJob Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?")- To deliver exceptional volume and revenue performance by acquiring and engaging...

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs.

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs.

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs.

Leadership role Wealth Creation Opportunity About Our Client Our client is one of the Top Wealth Fintech companies in the Indian market Job Description Leadership and Vision: Develop and communicate a clear vision and strategic direction for the company.Inspire and lead a high-performing team to achieve ambitious goals.Foster a...

**Company Overview**: Primedin **(प्रीमेडिन)** Wealth is a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth, mass affluent individuals and families. With a focus on personalized service, innovative investment strategies, and a commitment to client success, we are at the forefront of...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...

We are seeking a skilled Avaloq Developer with expertise in wealth management to join our dynamic team. As an Avaloq Developer, you will be responsible for developing and maintaining Avaloq-based solutions tailored to our wealth management clients' needs. You'll be working within a feature team and using your extensive experience to engineer...

About NeoFinity:NeoFinity is the fintech & payments arm of Neo Group and is known for its breakthrough fintech innovations and vibrant startup culture, The company is on verge of launching revolutionary tech-first financial service products. The parent organisation Neo Group is India’s premier wealth management & asset advisory institutions . Backed by...

About NeoFinity:NeoFinity is the fintech & payments arm of Neo Group and is known for its breakthrough fintech innovations and vibrant startup culture, The company is on verge of launching revolutionary tech-first financial service products. The parent organisation Neo Group is India’s premier wealth management & asset advisory institutions . Backed by...

About NeoFinity: NeoFinity is the fintech & payments arm of Neo Group and is known for its breakthrough fintech innovations and vibrant startup culture, The company is on verge of launching revolutionary tech-first financial service products. The parent organisation Neo Group is India’s premier wealth management & asset advisory institutions . Backed by...

About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We...

About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

NTT DATA Services is a top 10 global services company and part of the NTT Group, a Fortune 29 telecommunications and services company based in Japan. We operate with 1,40,000 professionals in over 50 countries. Every day around the world we help clients explore new ways to respond to market dynamics with flexibility and speed, reduce costs with less risk,...

Company Overview: Neo Group is India’s premier wealth management & asset advisory institution. Founded by IIMs and IITians who’ve served as exCXOs of Edelweiss, JM Financials, Macquarie, Kotak Securities, and Goldman Sachs; the group has a pan- India presence with operations in APAC & middle east. The group further has over 700 employees, 32 offices,...

Company Overview:Neo Group is India’s premier wealth management & asset advisory institution. Founded by IIMs and IITians who’ve served as exCXOs of Edelweiss, JM Financials, Macquarie, Kotak Securities, and Goldman Sachs; the group has a pan- India presence with operations in APAC & middle east. The group further has over 700 employees, 32 offices,...

Company Overview:Neo Group is India’s premier wealth management & asset advisory institution. Founded by IIMs and IITians who’ve served as exCXOs of Edelweiss, JM Financials, Macquarie, Kotak Securities, and Goldman Sachs; the group has a pan- India presence with operations in APAC & middle east. The group further has over 700 employees, 32 offices,...