Wealth Manager

We are looking to hireWealth Managerfor ourWealth & Asset Management division,who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should Initiate...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. Scope of Role · Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options. · Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

About InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...

Role : Wealth Manager ( AVP/ VP) Experience : 3 8 years Location Bandra, Mumbai CTC 15 25 LPA Overview: We are seeking a dynamic and experienced Wealth Manager to join our Private Equity Division. As a Wealth Manager, you will play a crucial role in managing and growing the wealth portfolios of high-net-worth individuals and families within the private...

About InCred Wealth InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment...

About InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...

About InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...

Wealth Manager Acquisition of Wealth Clients: Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. To conduct and assist in organizing...

Wealth Manager Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.- To conduct and assist in organizing...

Role Responsibilities The Digital Wealth Manager position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank’s Wealth proposition and strategy. The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer...

Role Responsibilities The Digital Wealth Manager position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank’s Wealth proposition and strategy. The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer...

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...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations:Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...

JOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...

Looking for Wealth RM for a reputed wealth managment firm for Mumbai & Delhi locationsRequirement:PCG Sales Looking for candidates with Minimum 10 LPA CTC We have opening only for Individual role Looking for Wealth Rm Candidate will have to come with his/her own client data and will have to generate the revenue.Location : MumbaiProfile : HNI SalesInterview...

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...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...