wealth manager

Company Description Our client is one of the leading NBFC. Cluster Head / Regional Head - Private Wealth Experience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking Location - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad Education - UG / PG Role Description This is a full-time...

Company DescriptionOur client is one of the leading NBFC.Cluster Head / Regional Head - Private WealthExperience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, HyderabadEducation - UG / PGRole DescriptionThis is a full-time on-site...

Key Responsibilities:    •    Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives.    •    Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.).    •    Cross-sell banking and...

Job Title: Wealth ManagerLocation: Indore (On-site)Department: Sales & Real Estate InvestmentsReporting To: Financial Manager / CEOAbout the Role:At MicroMitti, were not looking for salespeoplewe're building a league of real estate wealth creators. As a Wealth Manager, your mission is to introduce India's most credible co-investment model to those who shape...

Role & responsibilitiesLead and manage the Wealth Management Division Develop strategies for client acquisition and retention Oversee portfolio management, financial planning, and advisory services Drive growth by leveraging your knowledge of Mutual Funds, PMS, AIFs, and related productsPreferred candidate profileExtensive experience in wealth management...

Key Responsibilities (KRAs):● Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms,   investment bankers, and AIF Cat-II fund managers. Build relationships through trust,market insight, and value-driven conversations.● Real Estate Investment Advisory: Consult clients on...

Company Description Augain Wealth Pvt. Ltd. offers bespoke financial services to a diverse clientele, with a focus on HNIs and UHNIs. Founded by Aaditya Maru, who has over 15 years of experience in capital markets, the company is backed by a team of seasoned professionals including CAs, CFAs, and MBAs from premier institutes. Our strategic partnership with...

KEY RESPONSIBILITIES Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies. Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics. Financial Planning &...

KEY RESPONSIBILITIESClient Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients.Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.Financial Planning &...

Company Description Arihant Capital Markets Ltd., established in 1992, is a public limited company with a mission to make every Indian financially independent. We provide a comprehensive range of services including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and currency broking,...