Wealth Executive

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: **Client Facing** - Setup and attend Client Meetings, Prepare meeting...

Job Title: Wealth Executive Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

**Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...

**Equirus Wealth Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...

Job Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...

Job DescriptionAbout:Merito, a leading mid-market investment bank, offers a unique opportunity to join our team as a Wealth Portfolio Manager. Our bank excels in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We are a trusted Investment bank, providing the best results in advisory...

Job DescriptionAbout:Merito, a leading mid-market investment bank, is seeking a skilled professional to join our Wealth Management team. Our bank offers a wide range of services, including M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves on delivering exceptional...

About : A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families...

About MeritoA leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We are a trusted Investment bank servicing clients with best results in advisory, corporates for growth & capital needs, and families in managing their wealth....

About Merito:We are a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputed investors to provide the best results in advisory for their investments,...

About : A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

Job Title: Senior Wealth Management Cluster HeadJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly skilled and experienced Senior Wealth Management Cluster Head to lead our Wealth Management team in the Mumbai region. The ideal candidate will have a strong background in sales and wealth management, with a proven track record of driving sales growth...

Job Description Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster business...

Job Description Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster...

About MeritoWe are a leading mid-market investment bank with a strong presence in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputable investors to deliver exceptional results.Key ResponsibilitiesManage and nurture high...

**Designation:** RM Wealth ULIP Insurance Specialist**Experience:** 1.5 to 2 years of life insurance experience as a Tied Agent (Recruiting/Hiring agent under them, team handling, focus only on ULIP).**Job Description:We are seeking a candidate with 1-2 years of experience in life insurance as a Tied Agent. The ideal candidate will have experience in...