Circle Wealth Manager

Develop and execute the circle's wealth management strategy to achieve revenue targets.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new business opportunities and expand the HNW and UHNW client base.Work closely with the branch banking team to generate leads and cross-sell wealth products.Ensure strong...

Develop and execute the circle's wealth management strategy to achieve revenue targets.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new business opportunities and expand the HNW and UHNW client base.Work closely with the branch banking team to generate leads and cross-sell wealth products.Ensure strong...

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 help of...

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 target...

Job Description About Us Ckredence Wealth is a comprehensive wealth management services provider with 40+ dedicated employees. We are an innovational growth of Chirag Investments, established in 1987. Core Responsibilities: Requirements: Benefits:

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 target market, develop new territories • Build...

Position Summary:Designation : Equity Trader Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months) Salary: Based on the interview Experience Required: 2 YearsAbout Us: Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a...

About the RoleWe are seeking an experienced Cluster Head to lead our Wealth management team in Ahmedabad. As a key member of our leadership team, you will be responsible for driving business growth and revenue expansion in the region.Key Responsibilities:Develop and implement strategies to grow market share and increase portfolio performance.Manage a team of...

Position Summary:Designation: Equity TraderLocation:Athwa gate, Surat (Planning to shift to VESU probably in 6 months)Salary:Based on the interviewExperience Required:2 YearsAbout Us:Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted...

Job Summary We are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue through cross-selling and upselling clients while helping them to make the right investment decisions thus enabling long term wealth creation at the same time. The candidate will also be responsible for growing the client base by converting...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and...

Company ProfileNJ Group is a leading player in the Indian financial services industry. The journey started from humble beginnings in 1994 with the establishment of NJ India Invest Private Limited, the flagship company, to cater to investor needs in the financial services industry. After traversing through initiatives in various B2C services, NJ Wealth -...

Company ProfileNJ Group is a leading player in the Indian financial services industry. The journey started from humble beginnings in 1994 with the establishment of NJ India Invest Private Limited, the flagship company, to cater to investor needs in the financial services industry. After traversing through initiatives in various B2 C services, NJ Wealth -...

Vodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India's leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing demand for data and voice, the company is committed to deliver delightful customer...

Are you looking for a challenging and rewarding career in financial services? As a Financial Advisor at Tekpillar, you will be responsible for working closely with our Sales team to create joint sales opportunities and support partner-led sales activities.What You Will DoYou will hire financial advisors from the open market and develop strong relationships...

Job DescriptionTata Capital is seeking a highly motivated and experienced Business Analytics Cluster Leader to join our team in Ahmedabad. The successful candidate will be responsible for developing and implementing strategies to drive business growth and revenue expansion in the region.Main Responsibilities:Design and implement data-driven solutions to...

b Job descriptionUrgent Requirement for Execuitve assistant- PAacts as the first point of contact for MDTo attend Business meetings on behalf of sir Maintain and make calendar and schedule of MD arrange necessary travel arrangements for MD assist in scheduling meetings and updates with managing directorAnswer calls take messages make notes on behalf of MD...

We are hiring Field Executive / Telly Caller Jobs open in Surat, Gujarat, for New Hires with the Qualification of 10th Pass and above and telly callers must have Knowledge. Of MS Office, and basic computer skills it is important to present a professional image because you will be representing the bank itself. The hours will be 9:30 AM to 6:00 PM for Telly...

Role Territory Sales Manager Job Level/ Designation M1 Function / Department Sales Location Candidate should be ready for anywhere in Gujarat Job Purpose To manage and drive sales through distribution in order to attain market leadership in the given territory, through growth in gross numbers and revenues Key Result...

Regional Leadership OpportunityTata Capital is seeking an experienced Regional Lead to join our Wealth Management team in Ahmedabad. The successful candidate will be responsible for driving business growth and revenue expansion in the region, while building and maintaining relationships with key stakeholders.Main Responsibilities:Develop and implement...