B&k Wealth

Role - Corporate Treasury Sales (MFD RM)Experience YearsLocation - Mumbai, Bangalore, Hyderabad, Delhi & ChennaiMode - WFO - 5 daysThe role of a Corporate Treasury includes:Acquiring new corporate clients & managing the relationship for their investments in mutualfunds and fixed-income instruments.Ability to process several inputs provided by B&K's internal...

About 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...

About 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...

Executive - 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...

BP 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...

BP 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...

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. - Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B. - 2+ years of experience in financial...

JobDescription Open Positions01Location:MumbaiExperience Required: 03 yearsPlusJoining Date: Immediate or with in 1monthGender: Male OR femalecandidateRevenueGeneration:Acquire retain and deepen portfolio to maximize sales performanceto achieverevenue targets through wealthmanagement products real estate productsassetrelated products (secured unsecured)and...

Role & 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...

Roles &Responsibilities Heading the product management for Wealth & AlliedProducts Build new verticals for expandingbusiness relationships to allied industries including butnotlimited to fixed deposits insurancewellness and mutual funds Lead Digital Salesfor Wealth & Allied ProductsAcquisition of Institutional Partners Deepening Relationships andIncreasing...

Job Description: Head of Wealth Management Position Summary: The Head of Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and...

Responsibilities: Develop and manage comprehensive wealth management plans for high-net-worth individuals and families. Analyze clients' financial situations, risk tolerance, and goals to provide tailored investment and financial planning advice. Monitor and manage client portfolios, ensuring alignment with their long-term objectives and market conditions....

About Nuvama : Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About Nuvama : Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About Nuvama : Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Leadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai Reports To: CEO Exp-18+ 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 respectively. This senior...

Company Description Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering...

Leadership 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...

Leadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai Reports To: CEO Exp-20+ Mandatory-Global Experience in Wealth Management Products Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside...

Job DescriptionJob 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...