Private Wealth Manager

Job Description Our Client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.Job Summary Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing,...

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...

Job Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...

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...

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...

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...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential ULTRA Clients. Acquiring and managing both business, individual...

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 Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management  business.  Role: 1)Financial Planning , Portfolio Strategy and Reporting  a.Assisting the RM in making of financial plans for clients keeping in mind  i. Client requirement and ii. Our 2 point...

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...

*About Us:*   Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional Financial solutions, Our success is driven by a commitment...

Company: A leading Private Sector Bank Job Location: All across Bangalore Job Description 1. Relationship Management: a. Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment b. Develop, manage, and expand customer relationships by providing service level...

PM-Wealth Management at Capco India Job Title: Project Manager-Retail/Wealth Management Domain About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top Best Companies for Women in India by . With our presence...

Job Description Open Position: Investment Manager, Digital (Wealth Management Organisation) An established Wealth Management Organisation in Malaysia is looking for Investment Manager, Digital to join the team and be based in the Kuala Lumpur office.Key requirements include: Bachelor’s Degree in Business Administration, Accounting, Economics, Finance, or...

Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required

Responsible for New Client Acquisition and Inactive client activation from existing portfolio 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

Company Overview: Wealth Way Auxiliary Training Pvt Ltd is a leading provider of training and development solutions in the finance and investment sector. Our mission is to empower individuals with the knowledge and skills needed to achieve financial success. As part of our growth strategy, we are seeking talented individuals to join our team as Telecalling...