RM's/Portfolio/Wealth/Investment Banking

Job Description What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM)...

Job Description:This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee incomeKey role:Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions ...

Job Description - Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products - Meet the required AUM, investor acquisition and AUM targets for given area. - Ensure the timely delivery of customized wealth advise to HNI customers - Periodic review of...

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio...

Job Title: Wealth Manager – Mutual Fund DepartmentSalary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate)Location: ChandigarhCompany: D.R. Shares & Stock Brokers Pvt. Ltd.Job Type: Full-Time | On-siteExperience: 1–2 Years (AMC/Mutual Fund Industry Preferred)Job Overview:We are seeking a qualified and client-focused Wealth Manager...

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ludhiana The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an...

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh India Our comprehensive range of services includes goal-linked financial analysis retirement planning diverse insurance solutions children plans estate planning and will writing services We are committed to providing complete financial planning for our clients and...

Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

**About Commercial Banking Group**: The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards...

Job Description Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth...