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Investment Strategist – Wealth Management
2 months ago
Portfolio – Follow process and manage client portfolio which includes Quarterly review, Portfolio Decisions, and client communication Client Advises – Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes Implement advisory process accurately in all market situations and achieve clients’ objectives, ensure growth in wallet share and growth of portfolio in existing clients. Timely Portfolio Review – Create / Update investment Policy Statement , Incorporate investment advisory board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice Regular communication of market update, Weekly investment call with entire team, Event Update
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Frtb-data Strategist
2 weeks ago
Mumbai, India Skillventory Full time**FRTB-Data Strategist - Investment Bank - Mumbai**: - From 2 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** **Role Responsibilities**: You will be working with risk, equity, technology and other teams to identify actionable inputs and work on its implementations - You will be actively communicating...
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Product Manager
1 week ago
mumbai, India InCred Wealth Full timeAbout 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...
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Wealth Manager
2 months ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeManager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...
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Wealth Manager
4 weeks ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeManager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...
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Product Manager
4 days ago
Mumbai, India InCred Wealth Full timeAbout 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...
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Product Manager
1 week ago
Mumbai, India InCred Wealth Full timeAbout 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...
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Product Manager
1 week ago
mumbai, India InCred Wealth Full timeAbout 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...
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Business Analyst/ Product Analyst
2 weeks ago
Mumbai, India InCred Wealth Full timeAbout 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...
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Business Analyst/ Product Analyst
1 week ago
Mumbai, India InCred Wealth Full timeAbout 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...
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Business Analyst/ Product Analyst
2 weeks ago
Mumbai, India InCred Wealth Full timeAbout 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...
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Business Analyst/ Product Analyst
2 weeks ago
mumbai, India InCred Wealth Full timeAbout 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...
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Product Manager
5 days ago
Mumbai, India InCred Wealth Full timeAbout 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...
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Investment Strategist
1 month ago
Mumbai, India Nomura Full timeNomura Overview: Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its four business divisions: Retail, Asset Management, Wholesale (Global Markets and Investment...
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Private Wealth Management Specialist
2 weeks ago
Mumbai, Maharashtra, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
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Investment Advisory – Wealth Management
2 months ago
mumbai, India Arin Consultancy Private Limited Full timePosition Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role :...
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Investment Advisory – Wealth Management
3 days ago
mumbai, India Arin Consultancy Private Limited Full timePosition Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role :...
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Wealth Manager
2 weeks ago
Mumbai, India Wealthy Nivesh Full timeCompany DescriptionWealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering...
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Wealth Manager
6 days ago
navi mumbai, India ALPHA SQUARE ACADEMY Full timeCompany DescriptionAlpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products.Role DescriptionThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...
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Wealth Manager
4 weeks ago
mumbai, India ConsultBae Jobs Full timeHiring for RMs, Senior RMs and Cluster HeadsExperience- 7 Years +Mode- WFO- 5 daysLocation- Pan IndiaResponsibilities:Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.The role includes:To Build Assets Under...
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Wealth Manager
2 weeks ago
mumbai, India Wealthy Nivesh Full timeCompany Description Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering...