Wealth Management Analyst

Company DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...

We are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Job Category Wealth Business Development Portfolio Performance Analysis Portfolio Modeling Portfolio Management and Business Analytics Financial Analyst wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment Nurturing talent Hand Holding Reviewing team...

Designation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate...

About the RoleAs a Wealth Relationship Manager, we are seeking a highly skilled and client -focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high -net -worth and ultra -high -net -worth clients by offering tailored investment solutions across Financial...

SBI LIFE INSURANCE COMPANY PARK STREET BRANCH.JOB DISCRIPTION AND REQUIREMENT:LOOKING FOR INSURANCE AGENT ADVISORS WHO CAN SELL UNIT MARKET LINK PLAN (ULIP) TO THE CUSTOMERS.BECOME WEALTH AGENT ADVISOR AND SELL ONLY 1 PRODUCT (ULIP LAN) FOR SBI LIFE.BE YOUR OWN BOSS START THIS AS YOUR BUSINESS AND EARN UNLIMITED INCOME AS COMMISSION FROM SBI.THIS IS PART...

Job Title: Senior NRI Wealth Relationship Manager Location: Mumbai Experience: 5 years + in BFSI/HNI/NRI investments Salary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a. Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel...

Products & Services to SellPortfolio Management Services (PMS) - Discretionary investment management for HNI clientsAlternative Investment Funds (AIF) - Category III funds for sophisticated investorsMutual Funds (MF) - Diversified investment schemes for retail and institutional investorsLoan Against Securities - Secured lending using securities as...

Company DescriptionXecute Businesses Private Limited was founded to address the challenges faced by B2B startups in the eastern region, specifically their limited distribution capabilities. The company provides execution-led solutions that integrate technology, finance, and on-ground implementation, enabling small and medium enterprises (MSMEs) and...