Wealth Manager
2 weeks ago
J Shiv Devcon Pvt Ltd is a dynamic company located in Indore, Madhya Pradesh. We specialize in Finance, Investment, and Construction, combining innovation with tradition to create successful projects. With a focus on reshaping industries and redefining standards, we are passionate about building the future.
Role Description
This is a full-time role as a Wealth Manager. As a Wealth Manager, you will be responsible for financial planning, investment management, and providing guidance on investments and insurance. This is an on-site role located in Indore.
Qualifications
- Financial Planning and Investment Management skills- Experience in managing investments and financial portfolios- Knowledge of Finance and Insurance- Strong analytical and problem-solving skills- Excellent communication and interpersonal skills- Ability to work independently and as part of a team- Bachelor's degree in Finance, Economics, Business, or related field- Professional certifications such as CFA or CFP are a plus
-
Wealth Manager
3 weeks ago
delhi, India Tech Mahindra Full timeJob 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...
-
Wealth Manager
7 days ago
Delhi, India GA Capital Management Private Limited Full timeWho 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...
-
Wealth Manager
7 days ago
delhi, India GA Capital Management Private Limited Full timeWho 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...
-
Wealth Manager
9 hours ago
delhi, India ConsultBae Jobs Full timeHiring for RMs, Senior RMs and Cluster HeadsExperience- 7 Years +Mode- WFO- 5 daysLocation- Pan IndiaResponsibilities:Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.The role includes:To Build Assets Under...
-
Wealth Manager
1 week ago
Delhi, India Talent Corner HR Services Pvt Ltd Full timeJob - Senior Wealth ManagerJob Type- Full TimeExperience - 4 years in relevant IndustryBudget - 12 LPAQualification - Graduate/PGJob ResponsibilitiesAs a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective...
-
Jobs For Wealth Manager
4 weeks ago
Delhi, Delhi, India timesjobs Full timeSALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...
-
Wealth Manager
1 week ago
Delhi, India Waytogo Consultants Full time- 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,...
-
Wealth Manager
1 week ago
Delhi, India Talent Corner HR Services Pvt Ltd Full timeJob - Senior Wealth ManagerJob Type- Full TimeExperience - 4 years in relevant IndustryBudget - 12 LPAQualification - Graduate/PGJob ResponsibilitiesAs a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective...
-
Wealth Manager
1 week ago
delhi, India Talent Corner HR Services Pvt Ltd Full timeJob - Senior Wealth Manager Job Type- Full Time Experience - 4 years in relevant Industry Budget - 12 LPA Qualification - Graduate/PG Job Responsibilities As a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective...
-
Wealth Manager
1 month ago
Delhi NCR/Mumbai, India iimjobs Full timeJOB 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...
-
Wealth Manager
4 weeks ago
Delhi, India Bharti AXA Life Insurance Full timeHello,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 &...
-
Private Wealth
4 days ago
Delhi, India ICICIdirect Full timeRole & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...
-
Private Wealth
2 weeks ago
delhi, India ICICIdirect Full timeRole & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...
-
Wealth Manager
1 week ago
New Delhi, India Talent Corner HR Services Pvt Ltd Full timeJob - Senior Wealth ManagerJob Type- Full TimeExperience - 4 years in relevant IndustryBudget - 12 LPAQualification - Graduate/PGJob ResponsibilitiesAs a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective...
-
Jobs For Wealth Manager
2 weeks ago
Delhi, Delhi, India SEVEN CONSULTANCY Full timeApply for Jobs For Wealth Manager, Career Progress Consultants in Delhi ,Delhi/ NCR for 2 - 5 Year of Experience on
-
Business Development Center Manager
2 weeks ago
delhi, India Ckredence Wealth Full time*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 to...
-
Private Wealth Management Specialist
10 hours ago
delhi, India Reliable Allied Services Full timeThe Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs. ...
-
Private Wealth Management Specialist
1 day ago
Delhi, India Reliable Allied Services Full timeThe Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs....
-
Partner - Wealth Management
2 days ago
new delhi, India Fincity Full timeOur Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity 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...
-
Delhi, India Jaipuria Institute of Management Full timeJob Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...