Wealth Manager

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 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...

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,...

We’re Hiring – Multiple Open Positions! Looking to grow your career in the financial and investment domain? Join our expanding team across Gujarat, Maharashtra, and Goa! 🔹 Open Roles - Sales Relationship Managers (Broking Division) – Multiple openings - 📈 Experience: 1–4 years | 💰 CTC: Up to ₹6 LPA - Equity Dealers – Multiple openings -...

Job Summary Strategy Building the Wealth Sales business to achieve leadership position in the region Implementation of a business sales model that will be profitable in the long-term Building the regional sales strategy Manage AMCs at a regional level Build and deepen relationships with internal stakeholders Ensure customers view WM as a complete value...

The incumbent will be responsible for driving channel identification (business points / money depot), enablement and channel wealth creation. Manage Market Operations aspects of Airtel payments bank in the zones and drive the business metrics of airtel money for the zones.Deliverables - Influencing the sales organization (ZBM, ZSM, TM, FSE) to deliver all...

JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Ahmedabad, Barodra, Rajkot Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for...

Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clientsOverall Job Description· To acquire new clients through leads and family accounts grouping· To grow the...

Job Profile: Passive Fund Manager Passive Fund Manager is responsible for managing index-replicating and rule-based portfolios within the Portfolio Management Services (PMS) structure. The role focuses on achieving benchmark-consistent returns with minimal tracking error, operational efficiency, and regulatory compliance under SEBI PMS Regulations. The...