Wealth Management Advisory Solutions
1 day ago
Job Description:Role : Application Developer Role Description : Design, build and configure applications to meet business process and application requirements Must have Skills : Business Analysis Good to Have Skills : No Industry Specialty Job Requirements : Key Responsibilities : a: Resource will be involved in analysis and design b: Resource will be involved in development testing UT / IT / Performance etc c: Resource will be involved in activities like code reviews, build / deployment and other automation initiatives in various phases of SDLC Technical Experience : A: Front to Back Knowledge on Trade life cycles on Equities Asset classes in the Indian Markets B:Front to Back Trade life cycles on Mutual Funds, with knowledge on RTAs and BSE MF/NSE MF platform for mutual funds C:Knowledge on the other Fixed income products like Bonds, Debentures and other distributed products like AIF, PE, Structured products etc D:Knowledge on the Discretionary Portfolio Management System E:Wealth Management Core Functions Reporting Client, MIS, Regulatory, Fees calculatio Professional Attributes : a:Resource should have good communication b:Resource should have analytical skills c:Resource should have presentation skills Educational Qualification: Graduate Additional Info : This demand is for BA requirements in Wealth space for Mumbai location
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Wealth Manager
4 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Advisor
14 hours ago
Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 3,00,000 - ₹ 5,50,000 per yearCompany Profile: As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built India's first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...
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Senior Relationship Manager
2 weeks ago
Mumbai, India 4s Advisory Full timeJob Description Job Summary: We are looking for a dynamic and motivated professional to lead wealth management client relationships, drive business growth, and deliver tailored investment solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. The ideal candidate will possess strong analytical acumen, deep financial expertise, and the...
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Wealth Manager
6 days ago
Mumbai, Maharashtra, India RK Hr Management Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLooking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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[3 Days Left] Senior Manager-Wealth Management
2 weeks ago
Mumbai, India 4s Advisory Full timeJob Description Key Responsibilities - Utilize financial acumen and investment expertise to assess client portfolios, collaborate with the Research and Advisory team, and deliver tailored investment solutions aligned with client goals. - Track HNI/Ultra-HNI markets to identify and acquire new clients while staying informed on investment opportunities and...
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Direct Tax Advisory
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout Nuvama:Nuvama Wealth Management(formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr.Nuvama Wealth Management(NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...