(15h Left) Private Wealth

2 weeks ago


Rajkot, India ICICIDirect Full time

Role & Responsibilities:

- To 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 reviews and performance updates with clients to ensure alignment with their financial objectives.
- To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Equity
- To educate clients on the features, benefits, and risks associated with various wealth management products.
- To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
- To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
- To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

- Relevant experience of 12 - 18 years
- Should have strong understanding of wealth management products, including AIFs and PMS.
- Should have a proven track record of building and managing relationships with high-net-worth individuals.
- Should have excellent communication, presentation, and negotiation skills.
- Should have the ability to work independently and as part of a team in a fast-paced environment.
- Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.


  • Private Wealth

    2 weeks ago


    Rajkot, India ICICIDirect Full time

    Role & Responsibilities:To 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 reviews and performance updates with clients to ensure...


  • Rajkot, Gujarat, India AUM Capital Market Private Limited Full time

    Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach...


  • Rajkot, Gujarat, India hpad Full time

    Company Descriptionhpad, founded by architect Hiren Patel in the late 80s, has grown from a vision into a symbol of architectural success. Based in Ahmedabad, we began with high-rise designs that set new standards. Our diverse projects now include private luxury residences, heritage buildings, palaces, entertainment hubs, and commercial landmarks. We are...


  • Rajkot, Gujarat, India Soft 'n'​ Web Full time

    We are seeking MBA finance graduates with a maximum of one year of work experience.Key Responsibilities:1. Conduct thorough research on UK investments and pension products.2. Assist in developing and implementing retirement planning strategies.3. Analyse client financial situations and provide tailored recommendations.4. Collaborate with UK Financial...


  • Rajkot, Gujarat, India JSW Sports Pvt Ltd Full time

    Location: Ahmedabad, GujaratOrganization: Leap Gymnastics AcademyAbout Leap Gymnastics AcademyLeap Gymnastics Academy (LGA) is a pioneering initiative by JSW Sports, India's leading pure-play sports organization with a decade-long legacy in athlete development and high-performance sport. Founded in October 2022, Leap is built on the belief that:"Gymnastics...


  • Rajkot, India Zobone International Outsourcing Pvt. Ltd. Full time

    Role Overview: The Recruitment Excutive will be responsible for managing the full-cycle recruitment process for support workers and other childcare staff for UK-based children’s homes. This role requires strong communication, organizational, and compliance skills to ensure the timely and effective hiring of high-quality candidates who meet the regulatory...


  • Rajkot, Gujarat, India Max Life Insurance Full time

    CAT Axis FLS JDJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided by company KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base Ensure retention of his her allocated Book of...


  • Rajkot, Gujarat, India United HR Solutions Pvt. Ltd. Full time

    Position: Plant Manager- Spirit / Liquor / DistilleryJob Summary:We are seeking an experienced and results-driven Plant Manager to oversee and manage the operations of our spirits manufacturing plant in Uganda. The ideal candidate will possess deep industry knowledge, strong leadership capabilities, and a proven track record in plant management within the...


  • Rajkot, India Khushbu Auto Finance Ltd. Full time

    Job Description Company Description Khushbu Auto Finance Limited (KAFL) is a leading Non-Banking Financial Company (NBFC), registered since 1999 with the Reserve Bank of India (RBI). Currently classified as an Asset Finance Company, KAFL is promoted by Atul Auto Limited and Dr. Vijay Kedia of Kedia Securities. The company holds an A+ rating with a Stable...


  • Rajkot, Gujarat, India Ever Best Job Placement Full time

    Graphic DesignerLocation Rajkot GujaratEducation Any GraduateExperience 1 to 2 YearSalary Up to 25 000 00 per monthDetails Job Code EB - 253Location Chandreshnagar RajkotCompany Printing PressWorking Hours 9 00 AM To 7 00 PMKey Responsibilities Design engaging graphics for various print and digital media Work closely with clients and internal...