[Urgent] Affluent Wealth Tl

2 weeks ago

Gandhinagar, India KG Engineering & Consultancy Full time

Job Purpose The 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 1. Manage, build and drive a team of wealth manager to 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 2. Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given cluster. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives 5. Conduct periodic trainings on products and process for the team 6. Ensure that team meets the effort and performance targets. 7. Joint calls with Relationship Managers/Team

  • Associate Director

    1 week ago

    Gandhinagar, India Standard Chartered Bank Full time

    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary•The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore and...

  • Qualified financial advisor

    3 weeks ago

    Gandhinagar, India DeVere Group Full time

    de Vere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...