Wealth Manager

We are looking to hireWealth Managerfor ourWealth & Asset Management division,who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should Initiate...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. Scope of Role · Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options. · Should...

Manager - 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...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

About 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...

About 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...

About 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...

About 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...

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform.Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform. Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

About 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...

Wealth Manager Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.- To conduct and assist in organizing...

About 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...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

JOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...

Hello, Greetings from Bharti AXA Life Insurance! We have an excellent opportunity for Wealth Manager Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi Role Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement Solutions Identify Customer Needs & Provide them with suitable solutions...