Wealth Manager/Portfolio Manager

Wealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 10 - 15 years in Financial Industry pref. Broking/ Capital Markets Role Summary: If...

Profile –  Relationship / Wealth Manager Position Title  : Asst. Manager / Manager /AVP Function:  Client Relationship Management Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the...

Job Description of a Content writer. 2. Actively proof-read website content on regular basis & take necessary actions to update/edit/change the content as per requirement. 3. Edit content produced by other members of the team. 4. Analyse content marketing metrics and makes changes as needed. 5. Always stay updated with marketing trends. 6. Collaborate...

Profitence Wealth is an Independent Wealth Investment and Advisory Firm. We understand the complex financial needs of families and corporate, and we offer them unique products and services that can meet their requirements. We offer products and services like Portfolio Management Services, Equity Share Trading Demat Account, MFs, Bonds, Insurance etc. About...

Function : Client Relationship Management Role Context: As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams. Acquire new Wealth Management prospects aligned to firm’s...

**Roles n Responsibilities**: **Must know how to handle major online portals barcoding processing etc** **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: From ₹30,000.00 per month Schedule: - Day shift - Morning shift Ability to commute/relocate: - Surat, Gujarat: Reliably commute or planning to relocate before starting work...

Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

**JOB DESCRIPTION**: **Insignia RM - Surat/Vadodara/Ahmedabad** **Experience**:5-8 years **Locations**:Surat, Vadodara & Ahmedabad **Primary Skills**:Wealth products (Trade Forex, Insurance, Investments, Retail Assets), cross sales, Business banking **Desired Skills & Responsibilities**: 1. Increasing the Liability book and Investment AUM portfolio size...

We are seeking a new graphic designer to join our team. You will be designing a wide variety of things across digital and offline media. To be successful in this position, you’ll be a self-starter, capable of delivering brilliant creative ideas, and show amazing attention to detail. **Graphic Designer Responsibilities**: - Planning concepts by studying...

Job Responsibilities:Recruiting screening and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staffand clients. Ensuring all staff exercise goodtime management. Obeying agency regulationsguidelines and policies and ensuring staff does the same. Researching current industry/market trends andusing...

About:Casepoint provides full eDiscovery capabilities through a powerful, secure, cloud-based platform. We are repeatedly chosen by leading law firms and multinational corporations for their largest matters. On an upward trajectory for almost a decade, Casepoint is looking to expand its team globally. Team cooperation, “work hard, play hard” attitude,...

About: Casepoint provides full eDiscovery capabilities through a powerful, secure, cloud-based platform. We are repeatedly chosen by leading law firms and multinational corporations for their largest matters. On an upward trajectory for almost a decade, Casepoint is looking to expand its team globally. Team cooperation, “work hard, play hard” attitude,...

About:Casepoint provides full eDiscovery capabilities through a powerful, secure, cloud-based platform. We are repeatedly chosen by leading law firms and multinational corporations for their largest matters. On an upward trajectory for almost a decade, Casepoint is looking to expand its team globally. Team cooperation, “work hard, play hard” attitude,...

Roles & Responsibilities:1 . Empanelling & Development of Channel partners (DSA) .2. Achieving the sales & Cross-sale Targets.3. Managing the sales and business development activities.4. Knowledge of Compliance Regulations.5. Collection and recovery in the lending portfolio.6. Ensure training , development & activation of channels .7. Being Updated with...

About the internship:Selected intern's day-to-day responsibilities include: 1. Recruitment2. Employee query and Data Handling3. Social media post and building networking4. Employee recreational Activity/ Fun day activity > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 15th...

We are seeking a dynamic and resultsorientedleader to join our vibrant retail branch as Senior Branch SalesManager. In this pivotalrole you will play a critical role in exceeding sales targetsfostering a motivated team and delivering exceptional customerservice. JobRoles and Responsibilities: Achieve ambitious sales targets fora range of retail banking...

Carry out tele calling activities to potential customer from provided data base or leads - Generate lead through tele calling activity for Insurance, Mutual fund, Stock trading etc. products & services. - Briefing about our company product and services we offer - Keep records and reports pertaining to tele calling activity - Co-ordinate with on field sales...

JOB DETAILS1.Energy business within the growing and constantly evolving Indian market.2.Supporting the development of BD strategy and business planning for the renewables portfolio aimed at driving sustainable and profitable growth.3.Identifying and screening potential development opportunities across Wind and Solar to drive profitable business growth while...