Wealth Manager
3 weeks ago
Designation- Asst. Manager/ Manager/ Senior ManagerAs a wealth Manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio- building experienceYou forge a strong bond with the clients and understand their background, financial condition, current cash flow.To help the clients to achieve long. medium and short term goals.To implement a strategy to cover a list of various investment opportunities that suits to the clients objectives.Track clients portfolio, review and monitor various market fluctuations and to timely update thr clients.Make changes and modifications to the investment according to the lifestyle and financial changes.Increase client database by meeting new clients and take references from the existing clients and build the AUM.KNOWLEDGEProducts Knowledge- Have a detailed knowledge of all the investment products such as Mutual Funds, PMS, AIF, FIXED INCOME,
INSURANCE, GENERAL INSURANCE, LIFE INSURANCE, etc.
Location- VADODARA/ AHMEDABAD/ SURAT/ RAJKOT/ INDORE/ BHOPALQualificationAny Graduate/ Post Graduate/ CA/ CFA/CFP.Salalry- Best in the industry+ Travelling Allowances+ Quartely Incentives+ Foreign Tour+ Diwali Bonus.PLEASE NOTE THAT ONLY APPLY IF YOU ARE INTERESTED IN SALES AND TARGET ORIENTED.
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Wealth Relationship Manager
4 days ago
Vadodara, India Axis Mutual Fund Full timefastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to...
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Wealth Relationship Manager
5 days ago
Vadodara, India Axis Mutual Fund Full timefastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to...
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Wealth Relationship Manager
5 days ago
Vadodara, India Axis Mutual Fund Full timefastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to...
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Insignia Rm
1 month ago
Vadodara, India Change Leader Full time**JOB DESCRIPTION** **Insignia Relationship Manager** **Experience: 5 **+ years **Location: Vadodara, Surat, Ahmedabad** **Primary Skills: Wealth Management, Business Banking, Cross Selling** **Desired Skills & Responsibilities** 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue...
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Senior Sales Branch Manager
2 weeks ago
vadodara, India TEKPILLAR SERVICES Full timeWe areseeking a dynamic and resultsoriented leader to join our vibrantretail branch as Senior Branch SalesManager. In this pivotal roleyou will play a critical role in exceeding sales targets fosteringa motivated team and delivering exceptional customerservice. JobRoles andResponsibilities: Achieveambitious sales targets for a range of retail banking...
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Equity Dealer
4 weeks ago
Vadodara, India Pramesh Wealth Pvt Ltd. Full time**Salary** : 18,000-20,000 per month **Experience**: 2-3 years Order Execution: Equity dealers are responsible for executing buy and sell orders for clients in a timely and efficient manner. They work closely with clients to understand their investment objectives, risk tolerance, and market preferences to ensure appropriate execution. Market Analysis:...
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QA Engineer at Blockchain Startup
4 days ago
Vadodara, India Klink Finance Full timeAre you looking to be part of an early-stage venture and have a proven technical profile?Location: Remote across India. Your team is based in India and Europe.Working Language: EnglishAbout the projectThe #1 Crypto rewards platform where daily rewards meet smart investing.Klink is a leading crypto platform that innovatively combines quest-based task rewards...
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QA Engineer at Blockchain Startup
5 days ago
vadodara, India Klink Finance Full timeAre you looking to be part of an early-stage venture and have a proven technical profile? Location: Remote across India. Your team is based in India and Europe. Working Language: English About the project The #1 Crypto rewards platform where daily rewards meet smart investing. Klink is a leading crypto platform that innovatively combines quest-based task...
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Financial Administrator
4 weeks ago
Vadodara, India Consenta (India) Outsourcing Pvt. Ltd. Full time**About Company** We are an insourcing/outsourcing company that works exclusively for our UK clients who are in Wealth Management industry. **Job description** So here is an exciting opportunity for you to work in a friendly and unpressured environment. If you are thinking of joining us, then you will need to demonstrate. 1. Fluency in spoken and...
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Financial Administrator
4 weeks ago
Vadodara, Gujarat, India Consenta (India) Outsourcing Pvt. Ltd. Full time**About Company** We are an insourcing/outsourcing company that works exclusively for our UK clients who are in Wealth Management industry. **Job description** So here is an exciting opportunity for you to work in a friendly and unpressured environment. If you are thinking of joining us, then you will need to demonstrate. 1. Fluency in spoken and...
