Wealth Manager
3 weeks ago
Company Name: Motilal Oswal Financial Services Limit (MOFSL) Location - Ahmedabad, Surat, Vadodara Profile - Relationship Manager Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Huge Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971
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Wealth Manager
2 weeks ago
Ahmedabad, Gandhinagar, Gwalior, Mumbai, Surat, Vadodara, India Popular Placements Consultancy Full time ₹ 15,00,000 - ₹ 25,00,000 per yearTo Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company This is Field work Job Build and maintain relation with clients Candidate can also send their CV at Required Candidate profileMin 3 years of experience as Wealth Manager in AMC/Bank/Broking Company Sound Knowledge equity broking,...
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Manager - Fund Distribution
1 day ago
Gandhinagar, India Artha Bharat Investment Managers IFSC LLP Full timeCompany Description Artha Bharat Investment Managers IFSC LLP (ABIM) is a fund management entity based in Gift City, Gandhinagar, India, known for its unique investment solutions designed to diversify client portfolios. Established in 2024, ABIM offers innovative and distinctive investment products, emphasizing growth and risk management. The firm's mission...
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Manager - Fund Distribution
1 day ago
Gandhinagar, India Artha Bharat Investment Managers IFSC LLP Full timeCompany Description Artha Bharat Investment Managers IFSC LLP (ABIM) is a fund management entity based in Gift City, Gandhinagar, India, known for its unique investment solutions designed to diversify client portfolios. Established in 2024, ABIM offers innovative and distinctive investment products, emphasizing growth and risk management. The firm's mission...
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Manager - Fund Distribution
2 days ago
Gandhinagar, India Artha Bharat Investment Managers IFSC LLP Full timeCompany DescriptionArtha Bharat Investment Managers IFSC LLP (ABIM) is a fund management entity based in Gift City, Gandhinagar, India, known for its unique investment solutions designed to diversify client portfolios. Established in 2024, ABIM offers innovative and distinctive investment products, emphasizing growth and risk management. The firm's mission...
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Manager - Fund Distribution
2 days ago
Gandhinagar, India Artha Bharat Investment Managers IFSC LLP Full timeCompany DescriptionArtha Bharat Investment Managers IFSC LLP (ABIM) is a fund management entity based in Gift City, Gandhinagar, India, known for its unique investment solutions designed to diversify client portfolios. Established in 2024, ABIM offers innovative and distinctive investment products, emphasizing growth and risk management. The firm's mission...
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Manager - Fund Distribution
1 day ago
Gandhinagar, India Artha Bharat Investment Managers IFSC LLP Full timeCompany DescriptionArtha Bharat Investment Managers IFSC LLP (ABIM) is a fund management entity based in Gift City, Gandhinagar, India, known for its unique investment solutions designed to diversify client portfolios. Established in 2024, ABIM offers innovative and distinctive investment products, emphasizing growth and risk management. The firm's mission...
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Manager - Fund Distribution
2 days ago
Gandhinagar, Gujarat, India Artha Bharat Investment Managers IFSC LLP Full timeCompany DescriptionArtha Bharat Investment Managers IFSC LLP (ABIM) is a fund management entity based in Gift City, Gandhinagar, India, known for its unique investment solutions designed to diversify client portfolios. Established in 2024, ABIM offers innovative and distinctive investment products, emphasizing growth and risk management. The firm's mission...
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Financial Product Manager
2 weeks ago
Gandhinagar, India beBeeProductOwner Full timeImprove your career in product management by driving the end-to-end delivery of high-impact financial products. This client-facing role requires collaboration with stakeholders, technology teams, and cross-functional squads to define product vision, manage backlogs, and deliver scalable post-trade solutions.About the RoleThis position demands strong...
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Capital Markets Associate
2 weeks ago
Gandhinagar, India beBeeInvestment Full timeWealth Management InternshipThe internship offers a unique opportunity to gain hands-on experience in investment advisory, portfolio construction, and risk analysis.Key responsibilities include preparing pitch books and investment presentations for clients, analyzing and presenting market data insights for portfolio recommendations, participating in mock...
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Portfolio Manager
4 weeks ago
Gandhinagar, India iRage Full timeThe Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIFT City, Gandhinagar. The position requires strong leadership and governance capabilities, ensuring compliance with regulatory requirements, risk management...
