Private Wealth Manager

Company Description IntelliInvest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with...

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

About Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

About Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

About Us: One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We...

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Job Title: Operations Head. Location: Gurgaon. Reports To: CEO/Managing Director. Job Summary:.- The Operations Head will be responsible for overseeing the day-to-day operations of the company, which specializes in wealth management and mutual fund distribution.- The ideal candidate will possess strong leadership skills, excel in people management, be a...

Position: Data & AI Delivery Leader, Wealth Management Account Delivery Location: Gurgaon Profile Brief: Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients. Data &AI Engagement Leader is a leadership...

Position: Data & AI Delivery Leader, Wealth Management Account DeliveryLocation: GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...

Position: Data & AI Delivery Leader, Wealth Management Account DeliveryLocation: GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...

About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

Job Description/ ResponsibilitiesUnderstanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting with the existing clients and prospects for periodic...

Job Description/ ResponsibilitiesUnderstanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting with the existing clients and prospects for periodic...

You can also share your cv to or can connect with me on LinkedIn - ....................................................................................................................................................................................................... Location : Gurgao nExperience : 10 year s Job Summar y:We are seeking an experienced...

You can also share your cv to or can connect with me on LinkedIn - ....................................................................................................................................................................................................... Location : Gurgao nExperience : 10 year s Job Summar y:We are seeking an experienced...

About Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

You can also share your cv to or can connect with me on LinkedIn - ........................................................................................................................................................................................................ Location : Gurgao nExperience : 10 year s Job Summar y:We are seeking an...