AVP-Wealth & HNI

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to be...

Our Hiring Philosophy: " Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us." About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Our Hiring Philosophy: ” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

A Banking Relationship Manager is primarily responsible for providing financial solutions to the wealth customers and ensuring value added services. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. Responsible for deepening the...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...

Job Description FYERS Asset Management Private Limited is dedicated to empowering high-risk profile investors in India. Our mission is to identify emerging opportunities in the Indian equities market through our "Pillars of Prosperity" philosophy and dedicated research to build sustainable wealth.Established in 2015, FYERS Securities Private Limited serves...

Multiple Openings-Leading Stock Broking House. 1. #Private Wealth-CLUSTER HEAD. Location: Ahmedabad, PUNE, MUMBAI. DELHI. BANGALORE, CTC: 60 LPA. 2.#Private WEALTH MANAGER. -INDIVIDUAL ROLL. CTC: 40 LPA. Locations: Ahmedabad, MUMBAI.SURAT, PUNE, VADODARA DELHI, BANGALORE, HYDERABAD. KOLKATA. #Qualification: Degree/MBA. Products & Services: Weath...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Job Description About YUBI Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to...