Senior Wealth Manager

3 weeks ago


Greater Kolkata Area, India Anand Rathi Stocks and Brokers LTD Full time

Roles & Responsibility:


Private Wealth Manager

Full-Time


  • Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
  • He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
  • Promote Focus Product of the month.
  • Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
  • Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
  • Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
  • Min. 25-30 client candidate managing.
  • Min AUM 5-6cr from Equity


  • Senior Wealth Manager

    4 weeks ago


    Greater Kolkata Area, India Anand Rathi Stocks and Brokers LTD Full time

    Roles & Responsibility: Private Wealth ManagerFull-TimeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate...


  • Greater Chennai Area, India AUM Capital Market Private Limited Full time

    Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address...


  • kolkata, India Anand Rathi Stocks and Brokers LTD Full time

    Roles & Responsibility: Private Wealth ManagerFull-TimeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate...

  • Investment Manager

    3 days ago


    Noida/ Greater Noida, India Elite Wealth Advisors Limited Full time

    Apply Investment Manager - Real Estate, Elite Wealth Advisors Limited in Noida/ Greater Noida for 1 - 4 year of Experience on TimesJobs.com

  • Senior Auditor

    3 weeks ago


    Greater Bengaluru Area, India Bahwan CyberTek Full time

    We are hiring US Audit Seniors in Chennai, Bangalore, and Coimbatore locations. Skills: 3-5 years’ experience in end-to-end US Audit. Experience in handling Wealth and Asset Management audits (hedge fund, private equity, fund of fund, mutual fund, and venture capital). Education: Qualified and Semi-Qualified CA/CMA must have Preferably immediate joiner...

  • Senior Auditor

    4 weeks ago


    Greater Bengaluru Area, India Bahwan CyberTek Full time

    We are hiring US Audit Seniors in Chennai, Bangalore, and Coimbatore locations.Skills:3-5 years’ experience in end-to-end US Audit.Experience in handling Wealth and Asset Management audits (hedge fund, private equity, fund of fund, mutual fund, and venture capital).Education: Qualified and Semi-Qualified CA/CMA must havePreferably immediate joiner or...

  • Relationship Manager

    4 weeks ago


    Kolkata, India Xperteez Technology Full time

    The Opportunity:- This is an exciting opportunity for a seasoned sales professional to build a rewarding career in wealth management.- You will play a pivotal role in acquiring and retaining high-net-worth clients by providing expert financial advice and customized insurance solutions.Key Responsibilities:Client Acquisition and Relationship Management:-...

  • Pcg Wealth Rm Kolkata

    6 months ago


    Kolkata, India Kotak Securities Full time

    Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management.. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...


  • Greater Kolkata Area, India Kiswok Industries Pvt. Ltd. Full time

    We are seeking an experienced and dynamic Senior Sales Manager to drive our sales efforts and enhance our development in the brake drum and gearbox sectors. This role requires a strategic thinker with a strong track record in sales management, business development, and international market expansion. Key Responsibilities: Develop and implement sales...


  • Greater Kolkata Area, India Kiswok Industries Pvt. Ltd. Full time

    We are seeking an experienced and dynamic Senior Sales Manager to drive our sales efforts and enhance our development in the brake drum and gearbox sectors. This role requires a strategic thinker with a strong track record in sales management, business development, and international market expansion.Key Responsibilities:Develop and implement sales strategies...


  • Kolkata, India Renaissance investment Manager Pvt Ltd Full time

    Key Result Areas:- Achieving sales targets for the firm's PMS & AIF Products in B2b channels across Wealth, PCG, Bank and IFA Channels- Empaneling Regional Distributors, RIAs and IFAs in mapped geography- Ability to understand the company's Investment approach and product suite and communicate effectively with RM's/ TL across various...

  • Wealth Management

    6 days ago


    Kolkata, India Emkay Global Financial Services Ltd Full time

    Job descriptionJob Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure...

  • Wealth Management

    7 days ago


    Kolkata, India Emkay Global Financial Services Ltd Full time

    Job descriptionJob Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure...

  • Wealth Management

    6 days ago


    kolkata, India Emkay Global Financial Services Ltd Full time

    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 queries ...

  • Wealth Management

    7 days ago


    Kolkata, India Emkay Global Financial Services Ltd Full time

    Job descriptionJob Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure...

  • Wealth Management

    3 days ago


    kolkata, India Emkay Global Financial Services Ltd Full time

    Job descriptionJob Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure...

  • Relationship Manager

    3 months ago


    Kolkata, India Antal International Full time

    Job DescriptionCOMPANYMy client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best...


  • Greater Bengaluru Area, India Relanto Full time

    Job Title: Senior Project ManagerExperience: 12+ YearsLocation: Bangalore/Hyderabad/Pune We are looking for an experienced Senior Project Manager to lead and manage high-impact, data-driven projects and have a track record of successful project delivery in Data Engineering/MDM/Data Integration/Data Governance, we want to hear from you!Key...


  • Greater Kolkata Area, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Senior DevOps EngineerB. Location: Kolkata, West BengalC. Number of Positions: 1D. Industry: eCommerceE. Functional Area: IT/SoftwareF. Experience Required: 8+ yearsG. CTC: Rs.10 to Rs.12 LPAH. Education Qualification: Graduate with a Diploma in Computer Applications, MCA, B-Tech, or BE.I. Position Close Time: ASAPJ. Job Description:We are...


  • Greater Bengaluru Area, India Unacademy Full time

    Senior Product Manager - Unacademy Language Learning At Unacademy Languages, our goal is to make learning a new language an immersive and enriching experience that goes beyond vocabulary and grammar. The app helps learners progress confidently, retain information better, and achieve meaningful learning outcomes, rather than simply engaging in repetitive...