PCG Elite Wealth Manager

Key Responsibilities and AccountabilitiesAs a PCG Elite Wealth Manager, you will be accountable for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients. This involves an in-depth analysis of the client's profile to deliver tailored solutions.Main Responsibilities: Showcase the entire product suite...

Job OverviewAs a PCG Elite RM at Kotak Mahindra Bank, you will be responsible for implementing an integrated plan to address wealth creation, preservation, and enhancement for private clients. This will involve an in-depth analysis of the client’s profile to deliver solutions tailored to their investment needs.Key ResponsibilitiesImplement an integrated...

OverviewWe are seeking a highly skilled PCG Elite RM Specialist to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Salary and BenefitsThe estimated annual salary for this position is ₹1,500,000 -...

Job Title: PCG Wealth RMAs a PCG Wealth RM, you will be responsible for developing and maintaining relationships with high net worth individuals and families to sell equity-based investment products. This role requires excellent communication and interpersonal skills to effectively service and grow the customer base.Key Responsibilities:Develop and execute...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Title: Elite Client Relationship Manager, TreasuresAbout the Role:We are seeking an experienced Elite Client Relationship Manager to join our Treasures team in India. As a key member of our team, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients.Key Accountabilities:*...

Job DescriptionJob Title: Elite Treasures Relationship ManagerJob Summary:DBS Bank is seeking a highly skilled and experienced Elite Treasures Relationship Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Key Responsibilities:Manage client relationships and achieve target active assets under management.Identify customer needs, assess risk appetite, and provide suitable investment options.Provide regular market updates and portfolio adjustments.Balance revenue growth with client profitability.Foster client mining and retention.Conduct regular client meetings...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

Job DescriptionThe role of a Senior Wealth Manager at Motilal Oswal Financial Services Limited is to mentor, monitor and drive a team of wealth managers to cater to the investment needs of mass affluent clients.To meet desired revenue, client acquisition and AUM targets through self and team contribution.Key Responsibilities:Manage a team of wealth managers...

Key ResponsibilitiesAs a Strategic Wealth Manager at Kotak Mahindra Bank, you will be accountable for designing and implementing tailored wealth creation strategies for high-net-worth individuals. This involves conducting in-depth analysis of clients' profiles to identify opportunities for wealth growth, preservation, and enhancement.Key Accountabilities1....

Job Purpose :The role requires a skilled professional to mentor, monitor, and drive a team of wealth managers catering to the investment needs of mass affluent clients. To achieve desired revenue, client acquisition, and AUM targets through self and team contribution. The ideal candidate must ensure all processes are followed, in line with the organization's...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...