Sr Product Manager- Wealth Management

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...

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...

Role & responsibilities Position: Manager/ Sr Manager/ Wealth Management Job Description: Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references...

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 be...

Hiring for RMs, Senior RMs and Cluster Heads Experience- 7 Years + Mode- WFO- 5 days Location- Pan India Responsibilities: 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...

A leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD. As part of their expansion plan, the company is setting up a new Wealth...

BIG 4 MNC Hiring for "Wealth - Project Manager"Designation - Sr. Consultant - Wealth ManagerExperience - 8+ YearsCTC - 27 LPA MaxLocation - Bangalore & PuneJob Description -1. Strong experience in Mobile delivery (Digital journeys)2. Understanding of financial planning and wealth domain and3. HSBC WPB Ways of Operation8+ years of experienceImmediate Joiners...

BIG 4 MNC Hiring for "Wealth - Project Manager"Designation - Sr. Consultant - Wealth ManagerExperience - 8+ YearsCTC - 27 LPA MaxLocation - Bangalore & PuneJob Description -1. Strong experience in Mobile delivery (Digital journeys)2. Understanding of financial planning and wealth domain and3. HSBC WPB Ways of Operation8+ years of experienceImmediate Joiners...

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 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...

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...

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 strategy by...

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 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...

Company Overview:  Mentor Wealth Distributors, a growing twenty-two-year-old organization, is a leading wealth management company based in New Delhi, India. With a focus on providing comprehensive financial solutions to individuals and businesses, we specialize in offering a wide range of mutual fund products tailored to meet our clients' diverse investment...

We are actively seeking experienced professionals in the wealth and/or retirement domain with expertise in knowledge transition to join our team as a Training Leader/Manager/Sr Manager. This role is based in Pune & Bangalore. The position involves working in a hybrid model with US shifts and is a client-facing role. Responsibilities: 1. Develop and...

TCS BPS IS HIRING! JOB ROLE: Process Associate – Wealth Management Location: Chennai Job Requirement: Any fulltime Graduate who has 3+ years of experience in Wealth Management Operations. Willingness to work in UK shifts. Mode of Salary credit should be through bank from all the employees (No Cash in hand). All educational and employment documents are...

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...

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...

Position Name - Sr Relationship Manager Location - Bangalore Experience Range years Salary Range: Upto 35 LPA Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients Job Role and Responsibilities: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to...