Private Wealth Management Specialist

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial...

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Grade: Vice President ( Sr. Client Partner) Job Location-Kolkata Role & Responsibilities: build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. conduct regular...

Grade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.conduct regular portfolio...

Grade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.conduct regular portfolio...

Grade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:- build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- conduct regular...

Job Description: The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

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...

Job DescriptionThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...

The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties with them by...

The Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationshipsand managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbeexpected to establish strongties with them by designing &...

Private Equity Fund Accounting - AVP Location: Kolkata, India Date Posted: Aug 10, 2023 **Description** **Private Equity Fund Accounting - Assistant Vice President** *** **Pune/Bangalore** **/Hyderabad/Mumbai/Kolka** **ta** - experience in hybrid structure Private Equity Funds, Client relationship management, Team Management. Preparing...

Private Equity Fund Accounting - SVP Location: Kolkata, India Date Posted: May 18, 2023 **Description** **SVP** *** **-** *** **Private Equity** **Fund Accounting** **Reporting** - The position reports to Head - PE Fund Accounting **About Apex** The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look...

B. Pharma program opens up a wealth of career opportunities in the pharmaceutical field. Students can pursue jobs in either the public or private sector or abroad. Options include working in government hospitals, private medical shops, and private hospitals/clinics. meeting with clients virtually or during sales visits. demonstrating and presenting...

Location: Kolkata, India Date Posted: May 18, 2023 **Description** **SVP** *** **-** *** **Private Equity** **Fund Accounting** **Reporting** - The position reports to Head - PE Fund Accounting **About Apex** The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and...

We are searching for an engaged telecaller to boost sales by reaching out to current and possible clients. To this end, the telecaller will be required to obtain lists of individuals' information, and to source data for additional members of the target audience. Responsibilities: Studying the details of each offering and remaining abreast of updates to...