Wealth Strategies Coordinator

Job Title:Chief Operations CoordinatorAbout the Role:Anand Rathi Wealth Limited is seeking a highly skilled Chief Operations Coordinator to join our team. The successful candidate will be responsible for managing the day-to-day operations of the organization, ensuring seamless execution of tasks and projects.Key Responsibilities:Manage calendars, coordinate...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

**Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

Company Description & Job Description: Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. Key Responsibilities Includes: - 1) Responsible for delivering BD &...

We are looking for a Graduate with excellent command over English and Drafting. He should have good experience in dealing with Dealers and Distributors and taking orders from them, looking after dispatches, coordination with clients and taking end to end responsibility of order bookings. Minimum 5 years of experience in Sales and Marketing Department,...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

**Position - Wealth Segment** **Location - Thane, Mumbai.** **Mode - WFO- 5 days** **Qualifications & Experience** Minimum Degree: MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified Minimum Experience - 6-7 years of Experience **Job Purpose-** The purpose of the job is to oversee the management and construction of new acquisition, alternative...

Kindly Find the company details and internship details below 1. ROLES AND RESPONSIBILITIES: 1) Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. 2) BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. 3) Assist with Production of enticing BD & Marketing content...

**Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships with financial...

**Job description** **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships...

**About Anand Rathi Wealth Limited**We are a leading financial services company, and we're looking for an Executive Support Specialist to join our team.**Estimated Salary:** ₹800,000 - ₹1,200,000 per annum**Job Description:**We require an experienced Executive Support Specialist to provide high-level administrative support to our Executive Director. The...

We are seeking a highly experienced and skilled Senior Marketing Director to lead our marketing efforts at KamayaKya, a pioneering wealth-tech firm.KamayaKya is an innovative platform that assists investors in finding top-performing SME, MicroCap, and Small Cap stocks. Our mission is to empower investors with solid research-backed recommendations, minimizing...

TRAINING COORDINATOR Job Responsibilities- Schedule and facilitate the delivery of all Associate, Coordinator and Advisor Training sessions; handle logistics for all programs which includes but is not limited to scheduling presenters, booking meeting rooms, sending out session invites, securing session materials and prework and setting up trainee user...

Job Description:We are looking for a seasoned Senior Wealth Management Lead to join our team. As a key member of our leadership team, you will be responsible for driving business growth, building client relationships, and maintaining asset quality.About the Role:Develop and implement business strategies to drive sales growth and improve operational...

Zecruiters Jobconnect Pvt Ltd is hiring Wealth Advisor for one of the reputed Finance Services. Experience : 2 and above Ctc : upto 15lpa Location : Andheri Chakala, Mumbai We are seeking a motivated and experienced individual to join our team as an Executive/Senior of new clients, creating personalized financial plans, discussing various financial...

Welcome to KamayaKya, a pioneering wealth-tech research firm dedicated to empowering investors with data-driven insights.Job OverviewWe are seeking an accomplished Digital Marketing Strategist to spearhead our marketing efforts and drive user growth across digital platforms. As a key member of our team, you will be responsible for developing and executing...

**Location**: Andheri East, Mumbai **Company**: Hurun India **About Us**: Join Hurun India's mission-driven team! We focus on transparent wealth creation, philanthropy, innovation, and culture. Expect impactful work, growth opportunities, a dynamic environment, and a culture of integrity and excellence. **Why Work With Us?** At Hurun India, we foster a...

India - Information Technology (IT) - Group Functions **Job Reference #** - 299494BR **City** - Mumbai **Job Type** - Full Time **Your role** - Are you an expert when it comes to Deploying, Configuriing and setting up Finacle and FAS applicatons? Do you have a track record of influencing seniorIT stakeholders and business partners? Do you have proven...

Job DescriptionWe are seeking an experienced Digital Marketing Manager to lead our marketing efforts and drive business growth.About UsKamayaKya is a SEBI Registered Research Analyst firm helping you grow your wealth in the near future by recommending top-notch stocks. We are solving very interesting problems and potentially bringing in a new order in the...