Wealth Relationship Manager

Job Description Wealth Relationship ManagerRoles and Responsibilities :Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target.Responsible for product...

Job Description Wealth Relationship ManagerRoles and Responsibilities :Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product...

The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients.1. Client Acquisition and Business Development:Identify and target potential clients, expanding the customer base.Leverage on past contacts and market knowledge to expand the customer...

The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients.1. Client Acquisition and Business Development:Identify and target potential clients, expanding the customer base.Leverage on past contacts and market knowledge to expand the customer...

The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients. 1. Client Acquisition and Business Development: Identify and target potential clients, expanding the customer base. Leverage on past contacts and market knowledge to expand the...

Job OverviewWe are seeking a talented and driven Wealth Manager . As a Wealth Manager, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals and families. This is a full-time position based in Hyderabad, Telangana, India.Qualifications and SkillsBachelor's degree in Finance, Economics, or a related field...

Job Overview We are seeking a talented and driven Wealth Manager . As a Wealth Manager, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals and families. This is a full-time position based in Hyderabad, Telangana, India. Qualifications and Skills Bachelor's degree in Finance, Economics, or a related...

Role Cluster Head(Sales)Experience48 YearsModeWFO 5daysLocationHyderabadResponsibilities:Keyrole is to build AUM for the firm. He is also responsible forcreating and monitoring a team/individual business plans definingsales goals and ensuring that procedures and policies are adheredto.The roleincludes:To Build Assets UnderManagement (AUM) through various...

Wealth Manager & Relationship Manager at Jama WealthJama Wealth is a pioneer in the FinTech realm, dedicated to shaping the future of Wealth Management Services through the integration of advanced AI and ML research. Our commitment is to design superior portfolios, targeting the generation of substantial wealth for our clients.Position Overview: We are...

Wealth Manager & Relationship Manager at Jama WealthJama Wealth is a pioneer in the FinTech realm, dedicated to shaping the future of Wealth Management Services through the integration of advanced AI and ML research. Our commitment is to design superior portfolios, targeting the generation of substantial wealth for our clients.Position Overview: We are...

Wealth Manager & Relationship Manager at Jama WealthJama Wealth is a pioneer in the FinTech realm, dedicated to shaping the future of Wealth Management Services through the integration of advanced AI and ML research. Our commitment is to design superior portfolios, targeting the generation of substantial wealth for our clients.Position Overview: We are...

Wealth Manager & Relationship Manager at Jama Wealth Jama Wealth is a pioneer in the FinTech realm, dedicated to shaping the future of Wealth Management Services through the integration of advanced AI and ML research. Our commitment is to design superior portfolios, targeting the generation of substantial wealth for our clients. Position Overview: We are...

Company Overview Gamut HR Solutions is a leading recruitment agency dedicated to helping individuals find the right job. With a team of 2-10 employees, we specialize in connecting talented professionals with top-notch companies across various industries. Our headquarters are located in Hyderabad, and our website is Job Overview We are seeking a skilled...

Who We Are: We are a Wealth & Asset Management company that focuses on building customized and value-based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices, and institutions backed by cutting-edge technology...

Wealth Manager & Relationship Manager at Jama WealthJama Wealth is a pioneer in the FinTech realm, dedicated to shaping the future of Wealth Management Services through the integration of advanced AI and ML research. Our commitment is to design superior portfolios, targeting the generation of substantial wealth for our clients.Position Overview: We are...

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.· Selling of products : Mutual Funds, PMS, Structured Products.· Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.· Experience of advising clients across asset classes.· Strong analytical skills and ability to work in teams.·...

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. · Selling of products : Mutual Funds, PMS, Structured Products. · Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. · Experience of advising clients across asset classes. · Strong analytical skills and ability to work in teams....

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.· Selling of products : Mutual Funds, PMS, Structured Products.· Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.· Experience of advising clients across asset classes.· Strong analytical skills and ability to work in teams.·...

Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies' Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...