Wealth Management

Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster ManagerWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad,...

Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster ManagerWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad,...

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

This is an individual role. (Not a team leading one) Local candidates are preferred. Relevant experience is a must. Candidates with Wealth Management experience will only be considered. Client acquisition, activation of inactive clients, client retention. 360 degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients...

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...

Description Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large...

Description Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and...

Roles and Responsibilities   Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile   Experienced Wealth Advisor. Expertise in...

**Role/Job Title**: Managing Partner - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Pan India **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless...

Company Description Pelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

Company DescriptionPelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

Company DescriptionPelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

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.  Business...

Job responsibilities:•  Managing partners to generate sales for products like Mutual Funds, PMS/MLDs, Debentures, Bonds,   AIFs and LI (In house & 3rd party products)•  Doing various training programs for partners to train them for various products•  Acquire new partners if existing partners become inactive•   Constantly engaging with...

NP- Immediate JoinersUnderstanding technology (Java/Python/.Net) and application development experience to handle the problems on 3rd party product.JD-Graduate with minimum 3 to 4 years of experience on project management experience.Experience in IT (Banking / Wealth management – Mutual Funds / Insurance, External Partner Integration)), Business Knowledge,...

Company DescriptionPelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

Pre-Requisites:Excellent communication and interpersonal skills Experience in strategic planning and decision-making Designing & Presentation expertise including software such as Excel, PowerPoint, Canva etc Attention to detail and strong organizational skills Proficiency in financial Investments, Wealth Management, startup consulting Ethics and Driven,...

NP- Immediate Joiners Understanding technology (Java/Python/.Net) and application development experience to handle the problems on 3rd party product. JD- Graduate with minimum 3 to 4 years of experience on project management experience. Experience in IT (Banking / Wealth management – Mutual Funds / Insurance, External Partner Integration)), Business...