
Wealth Manager
3 weeks ago
Key Responsibilities: Manage HNI/Ultra-HNI relationships, design financial plans, advise on equity, debt & alternatives, review portfolios, achieve AUM/revenue targets, ensure compliance, and drive new client acquisition.
Health insurance
Maternity policy
Annual bonus
Gratuity
Provident fund
Maternity leaves
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Wealth management leader
2 weeks ago
Vadodara, India CredAvenue Full time```html About the Company Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
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Wealth Management Leader
4 weeks ago
Vadodara, Gujarat, India CredAvenue Full time```html About the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
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Wealth Management Leader
3 weeks ago
Vadodara, India CredAvenue Full time```html About the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
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Wealth Management Leader
3 weeks ago
Vadodara, India CredAvenue Full time```html About the Company Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
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Wealth Relationship Manager
10 hours ago
Vadodara, Gujarat, India Axis Asset Management Co Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRelationship Manager – Wealth Job Description Job Title- Relationship Manager- Wealth Division & Department- Sales, Retail Sales Location- Mumbai, Delhi, Kolkata, Bangalore Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr...
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Wealth Manager
3 weeks ago
Vadodara, India A.C. Agarwal Full timeDevelop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial...
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Wealth Manager
1 week ago
Vadodara, Gujarat, India A.C. Agarwal Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDevelop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products....
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Wealth Manager- Senior Executive
2 weeks ago
Mumbai, Vadodara/Baroda, India RECEX Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDepartment- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM...
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Wealth Manager
1 week ago
Ahmedabad, Gandhinagar, Gwalior, Mumbai, Surat, Vadodara, India Popular Placements Consultancy Full time ₹ 15,00,000 - ₹ 25,00,000 per yearTo Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company This is Field work Job Build and maintain relation with clients Candidate can also send their CV at Required Candidate profileMin 3 years of experience as Wealth Manager in AMC/Bank/Broking Company Sound Knowledge equity broking,...
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Wealth Manager Vadodara/Baroda
1 day ago
Vadodara, India Recex.co Full timeJob Description Department- Wealth Management 5 Days work form office timings : 10AM-7:00 PM Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities -...