Strategic Portfolio Manager for Insurance and Wealth Services

At Unique Wealth Strategies, we are seeking a skilled Strategic Portfolio Manager to join our team.About the Role:Wealth management involves managing and growing high-net-worth client portfolios by delivering comprehensive financial strategies and solutions. As a US Wealth Management Advisor, you will work closely with clients to understand their financial...

Join Anand Rathi Share and Stock Brokers Ltd as a Strategic Wealth Management Consultant, where you will be the ultimate face of the business. As a key member of our wealth management team, you will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional standards of service.The ideal...

Job Overview">In this senior leadership role, you will be responsible for driving the growth and success of our wealth management business. As a seasoned professional with a proven track record in portfolio management, you will leverage your expertise to develop and implement effective strategies that drive revenue growth and enhance client...

As a seasoned professional in the wealth management space, you will be responsible for driving growth and expansion of Merito's business in Delhi.Key Responsibilities:Cultivating High-Net-Worth ClientsAchieving Annual Revenue and AUM TargetsGrowing Customer Wallet Share and Book SizeProviding Structured Solutions to Client NeedsPortfolio Review and Strategic...

Job Summary:We are seeking a skilled Strategic Portfolio Manager to join our team at IIFL Capital Services Limited. This role will involve managing and growing wealth portfolios for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).About the Role:This is an exciting opportunity for a seasoned professional to take on a challenging...

Job OverviewAnand Rathi Wealth Limited is a leading wealth management company, and we are seeking an experienced Financial Advisor to join our team. This role will involve supporting Relationship Managers in maintaining and growing their client base.Key ResponsibilitiesFinancial Planning: Assist in creating financial plans for clients based on their...

Company OverviewRupeeting is an investment advisor specializing in smallcase management and personalized equity advisory services. Associated with the Paterson Group, which offers a range of financial services including stock broking, wealth management, and portfolio management.

Company OverviewAnand Rathi Share and Stock Brokers Ltd is a renowned financial institution dedicated to providing exceptional services to high-net-worth individuals.Job DescriptionThe Financial Wealth Strategist will serve as a dedicated point of contact for clients, offering personalized financial services and investment advice tailored to their unique...

Job DescriptionWe are seeking a skilled and experienced Wealth Manager to join our team at Emkay Global Financial Services Ltd. This is an exciting opportunity for a motivated individual to take on a challenging role in wealth management.Key Responsibilities:To acquire and manage high net worth clients with investable surplus of Rs. 1 Cr - 5 Cr and above,...

Job Overview">We are seeking a highly skilled Wealth Management Professional to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for delivering exceptional financial services to our high-net-worth clients.Key Responsibilities:">Clients Acquisition and Relationship Building:...

Job SummaryWe are seeking an experienced Insurance Portfolio Manager to join our team at Anand Rathi Insurance Brokers Ltd. The successful candidate will be responsible for managing the placement process for insurance policies, analyzing clients' insurance needs, identifying suitable insurance products, negotiating terms with insurers, and facilitating...

About MeritoMerito is a leading investment bank with a strong presence in the mid-market segment, offering a range of services including Mergers and Acquisitions, Private Equity, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Job OverviewWe are seeking an experienced Senior Relationship...

Company OverviewNuvama Wealth Management, a leading wealth and asset management firm in India, boasts Assets under Advisory (AUA) exceeding ₹ 2, 00, 000 cr. Leveraging the strength of its parent company, the Edelweiss Group, and a global partnership with PAG, a prominent Asia-based investment firm, Nuvama serves over a million customers across various...

About Anand Rathi Share and Stock Brokers LtdWe are a leading financial services firm dedicated to delivering exceptional investment solutions to our clients.

As a Senior Business Development Manager at Unique Wealth Strategies, you will play a key role in driving business growth and expansion. This role involves managing all aspects of client coordination, application, underwriting, and service processes for our wealth management and insurance products.Job Summary:This position requires a high level of...

About Abakkus Asset Manager Private LimitedAbakkus is an alpha-focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of incorporation,...

About Us:Neo Risk Management & Insurance Brokers is a pioneering risk advisory and insurance broking firm, distinguished by its unbiased approach and innovative use of cutting-edge technology. With an intelligent blend of industry-specific expertise and global experience, we address the diverse range of risks faced by businesses today.Salary: ₹800000 -...

We are seeking an experienced ServiceNow Developer to join our team at LTIMindtree. This role involves implementing Strategic Portfolio Management, configuring the Strategic Planning Workspace, and creating and managing portfolio plans with EPIC's.Key Responsibilities:Implementing Strategic Portfolio Management using ServiceNow SPMConfiguring the Strategic...

We are Almondz, a leading financial services company looking for talented Senior Wealth Management Professionals to join our team in New Delhi, Kolkata & Ludhiana. As a key member of our team, you will be responsible for delivering exceptional wealth management solutions to our clients.Estimated salary: ₹ 12-15 lakhs per annum**Job Overview**At Almondz, we...

Dezerv is a pioneering investment solutions firm catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts a team with decades of investing expertise from top global financial institutions like JP Morgan, UBS, BNP Paribas, and more. With an impressive track record...