Wealth Management Portfolio Specialist
1 week ago
Job OpportunityWe are seeking a talented and motivated student intern to join our portfolio management team.This internship is designed to provide hands-on experience in wealth management simulation.You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.Key Responsibilities:Analyze client needs and develop tailored investment strategies.Present market data insights for informed portfolio decisions.Conduct fundamental and technical analysis of equities and alternative investments.Develop and implement portfolio optimization strategies.Benefits:Gain practical knowledge and skills in wealth management.Work with a dynamic team on challenging projects.Opportunity to learn from experienced professionals.Requirements:Strong academic background in finance or related field.Excellent analytical and problem-solving skills.Ability to work effectively in a team environment.
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Equity Dealer
3 days ago
Ahmedabad, Gujarat, India Wealth First Portfolio Managers Ltd Full timeAbout the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience inInstitutional tradeswith the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...
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Relationship Manager
2 days ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGER Location: Ahmedabad | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current...
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Relationship Manager
20 hours ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGER Location: Ahmedabad | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current...
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Relationship Manager
15 hours ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGER Location: Ahmedabad | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current...
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Relationship Manager
3 days ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...
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Relationship Manager
3 days ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...
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Relationship Manager
3 days ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...
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Relationship Manager
3 days ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...
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Relationship Manager
1 day ago
Ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...
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Relationship Manager
17 hours ago
ahmedabad, India Wealth First Portfolio Managers Ltd Full timeDESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...