Wealth Manager

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: Mumbai/Chennai/HYDReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions...

1.Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.2. Revenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential UHNI Clients.4. Acquiring and managing both business, individual...

As an intern in our finance and wealth management company, you will have the opportunity to gain hands-on experience and insight into the dynamic world of financial services. You will work closely with experienced professionals in various departments, including wealth management, investment advisory, financial planning, and client services. This internship...

Company DescriptionPelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

Company DescriptionPelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in...

Pre-Requisites:Excellent communication and interpersonal skillsExperience in strategic planning and decision-makingDesigning & Presentation expertise including software such as Excel, PowerPoint, Canva etcAttention to detail and strong organizational skillsProficiency in financial Investments, Wealth Management, startup consultingEthics and Driven, Rooted...

Position: Family Office ManagerExperience: 5 to 7 YearsLocation: ChennaiNotice Period: Early joiners will be preferredABOUT INTELLECT DESIGN ARENA LTDIntellect Design Arena Ltd. hosts the world’s largest cloud-native, API-led microservices-based multi-product platform for Global leaders in Banking, Insurance, and Capital Markets. With over three decades of...

AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector.As a Relationship Manager- Mutual...

Principal, Strategic Planning **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Job Title: Delivery ManagerTeam Size: Should have experience of handling large teamsReporting To: Customer LeaderPreferred Experience Range: At least 8 – 10 years of experience in Operations & Program MgmtJob DescriptionThe candidate will be responsible for driving the service objectives as agreed in the contract with the customer forBanking processes....

Urgent Hiring for Reputed Bank Role: Relationship Manager / Branch relationship manager / Elite Relationship Manager / Wealth Relationship Manager Direct Sales/ Field sales will be there Location: T.Nagar, Tambaram Looking for immediate joiner **Job Types**: Full-time, Permanent Pay: ₹300,000.00 - ₹1,200,000.00 per year **Benefits**: - Health...

Job Title: Senior Salesforce Project ManagerTeam: TechnologyWork Location: CoimbatoreWho are we?Value Health Inc is one of the fastest-growing Life Sciences Consulting, Digital Transformation, and Productized Services companies working with Fortune 500 companies across the globe. Our offshore center is at Coimbatore and rapidly expanding to other parts...

Role: Risk Manager / Senior Risk ManagerAbout the role:Risk team will be analysing the financial statements and assessment of credit requests, including new requests, changed requests, refinancing, annual due diligence and also provide recommendations tied to analysis and assessment of credit risk.Present analysis, findings, and recommendations to managers,...

Role: Risk Manager / Senior Risk ManagerAbout the role:Risk team will be analysing the financial statements and assessment of credit requests, including new requests, changed requests, refinancing, annual due diligence and also provide recommendations tied to analysis and assessment of credit risk.Present analysis, findings, and recommendations to managers,...

About BNP Paribas India Solutions: Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and...

IT CONTINUITY OFFICER - RISK & CYBER - CYBERSECURITY (JOB NUMBER: WEA002927) About BNP Paribas India Solutions: Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global...

Primary Skill: "Technical coordinator with handson exp in API Integration (JSON / SOAP), Kibana. - SOAP UI & Postman" - Experience: 3 - 4 years relevant exp - Skill Set: "Graduate with minimum 3 to 4 years of experience on project management experience. - Experience in IT [Banking / Wealth management - Mutual Funds / Insurance, External Partner...