Wealth Manager

Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Manage, build...

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...

Job PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables- Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by...

Building the Future of Wealth & Asset Management At Neo, we’re not building another financial platform. We’re building the future of wealth and investing in India AI-native, proactive, and designed for speed and trust. Whether it’s trading, wealth reporting, onboarding, or advisory, our systems act like a thinking partner that anticipates needs,...

Job Posting Head - Investor Relations Retail Investors - Location Ahmedabad- Industry Real Estate Investment Wealth ManagementKey Responsibilities - Act as the primary advisor and single point of contact for our retail investors - Provide expert advice on suitable real estate and investment products - Strategically manage and facilitate investor exit and...

About Us Paytm is India s leading mobile payments and financial services distribution company Pioneer of the mobile QR payments revolution in India Paytm builds technologies that help small businesses with payments and commerce Paytm s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology About the...

Company Description Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients – including the world’s largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we...

KAM - Team Lead - EDC Retail (Jamnagar) About Us: Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants and online platforms. The company is on a mission to bring half a billion Indians into the mainstream economy through payments, commerce, banking, investments, and...

Job Description - Lead Generation: - Identify and onboard potential clients through cold calling, references, and market outreach. - Networking: - Build and leverage a strong referral network to generate new business. - Client Meetings: - Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes. -...

Job Tittle - Machine Maintenance Engineer Industry Manufacturing Industry Job Location - Jamnagar Gujarat Qualification - Diploma in Engineering B E Mechanical Electrical Mechatronics preferred Working Days - Saturday to Thursday Friday is Off Experience Minimum 5 yrs required Key Responsibilities 1 Preventive Maintenance Perform routine preventive...