DVP / AVP / Portfolio Manager - Wealth

Job Description Key Responsibilities: Customer Acquisition: - Acquire clients with investable surplus of 1 Cr. 5 Cr. and above. - Develop short-term and long-term sales strategies aligned with organizational goals. Financial Planning & Portfolio Management: - Provide financial planning and portfolio services to clients. - Execute transactions post financial...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term...

Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling...

Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

AVP-Portfolio Solutions **Who we are looking for** An experienced operation manager for the SSGM India COO organisation with a proven record of managing large teams into securities settlement processes. SSGM (Portfolio Solutions) helps clients mitigate risks and successfully navigate change through portfolio restructuring, expert trade execution, credit...

Designation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:1. Develop and provide solutions to the clients basis their requirements2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building...

Job Description Who we are looking for An experienced operation manager for the SSGM India COO organisation with a proven record of managing large teams into securities settlement processes. SSGM (Portfolio Solutions) helps clients mitigate risks and successfully navigate change through portfolio restructuring, expert trade execution, credit intermediation...

Location: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored...