Wealth Manager
7 hours ago
Job Description Company Description SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management Services, Research & Advisory, and Investment Banking. With a pan-India presence, SMIFS Limited is known for its strong Research & Advisory capabilities, catering primarily to Institutional and Ultra HNI clients. The company is committed to upholding its core values of Legacy, Growth, and Trust. Role Description This is a full-time, on-site role based in the Kolkata metropolitan area for a Wealth Manager. The Wealth Manager will be responsible for guiding clients in financial planning and investment management, offering insights and advisory services, creating risk-averse strategies, monitoring portfolios, and providing regular updates to clients. The role involves building strong relationships with clients and understanding their financial goals to offer tailor-made financial solutions. Qualifications - Proficiency in Financial Planning and Investments - Strong knowledge of Investment Management and Finance - Experience in Insurance and related financial products - Excellent interpersonal and communication skills to build and maintain client relationships - Ability to analyze market trends and make informed financial recommendations - Relevant experience in wealth management, financial advisory, or a similar field - Bachelor's degree in Finance, Economics, Business Administration, or related discipline; certification in CFP or CFA is a plus
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Wealth Manager
1 day ago
India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
1 day ago
India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate...
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Content Writer
3 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
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Wealth Manager
3 weeks ago
Kolkata, India Navya Nexus Pvt Ltd Full timeJob Description Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At...
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Bengaluru, India Wealth Manager Full timeJob Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...
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Wealth Manager
2 weeks ago
Kolkata, West Bengal, India Changeleaders Consulting Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAs a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.
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Wealth Manager
2 weeks ago
Kolkata, West Bengal, India Peoplemint Consultants Full time ₹ 15,00,000 - ₹ 20,00,000 per yearHello ConnectionsWe are presently hiring for Wealth Relationship Manager who has handle HNI portfolio for one of the leading bank in Kolkata location.Job details: - Must have 5+ Years relevant experience in Sales of Wealth Products with HNI. Candidate must be AMFI & SP certified.Experience: - 5+ YearsJob location: - KolkataCTC:- Open for right...
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Wealth Manager
5 days ago
Kolkata, West Bengal, India Nirmal Bang Full timeCompany DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...
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Private Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (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...
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Senior Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other...
