Senior Analyst – Wealth Management
1 month ago
Job Description of Analyst/ Financial Planner
Job Responsibilities will include:
Reporting
Regular reports – Daily / Weekly / PWMS Other reports – Product note / MF analysis report Client centric reports – Monthly / Direct Equity (with customized factsheet) / Capital Gains / Yearly reportsClient Management
client conversion portfolio management client meetings Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis / Financial Plans / Switch | Profit-booking | redemption recos Client interaction – Queries (Tax, Investment, report related)Research
PR initiatives – Blog / Articles Training – Product trainingQualification Requirements
Graduation in any field and 2 + years experience as an analyst Certification: CFP/NISM 10A & 10B /CFAPersonal Attributes
Capable of performing detailed financial and business strategy preparation and analysis Analytical with the ability to independently work on Excel, PowerPoint, Word etc. Knowledge of Financial Analysis and Business Statistics Good verbal and written English skills Ability to interact with client-
Wealth Manager
4 weeks ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeManager - 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...
-
Associate Product Manager
2 weeks ago
Mumbai, India InCred Wealth Full timeAbout 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...
-
BP Wealth
4 weeks ago
Mumbai, India BP Wealth Full timeBP Wealth - Quantitative Analyst/Quantitative Quantitative Analyst/Quantitative ResearcherTeam: Quantitative Research and TradingThe Team: The team is involved in building and trading fully automated Mid and Low Frequency Quantitative strategies targeted for Indian Markets with the objective of generating superior risk adjusted returns using firms own...
-
Associate Product Manager
1 month ago
mumbai, India InCred Wealth Full timeAbout 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...
-
Associate Product Manager
1 month ago
Mumbai, India InCred Wealth Full timeAbout 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...
-
Associate Product Manager
1 month ago
Mumbai, India InCred Wealth Full timeAbout 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...
-
Associate Product Manager
1 month ago
Mumbai, India InCred Wealth Full timeAbout 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...
-
Associate Product Manager
4 weeks ago
Mumbai, India InCred Wealth Full timeAbout 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...
-
Private Wealth Management Specialist
1 week ago
mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
-
Spark Capital
1 month ago
Mumbai, India Spark Private Wealth Full timeExecutive - 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...
-
Private Wealth Management Specialist
2 weeks ago
mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund Raise Company: Integrow Asset Management Private Limited Location: BKC, Mumbai Number of openings – 2 Designation – Manager /AVP About Us: Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success...
-
Private Wealth Management Specialist
1 week ago
Mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
-
Private Wealth Management Specialist
2 weeks ago
Mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
-
Business Head-Wealth Management
4 days ago
mumbai, India Intellect Design Arena Ltd Full timeLeadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: Mumbai/Chennai/HYDReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions...
-
mumbai, India Intellect Design Arena Ltd Full timeLeadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This...
-
Senior Manager
2 months ago
mumbai, India Arin Consultancy Private Limited Full timeJob entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and WealthManagers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives,Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).It also requires a good understanding of...
-
Business Head-Wealth Management
6 days ago
mumbai, India Intellect Design Arena Ltd Full timeLeadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai/Chennai/HYD Reports To: CEO Exp-20+ Wealth Management Products Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales...
-
Mumbai, India Intellect Design Arena Ltd Full timeLeadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This...
-
mumbai, India Intellect Design Arena Ltd Full timeLeadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai Reports To: CEO Exp-20+ Wealth Management Products Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions...
-
Mumbai, India Intellect Design Arena Ltd Full timeLeadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This...