Wealth Management Specialist

Wealth Management SpecialistThis role is responsible for acquiring new clients, generating revenue, and maintaining relationships with high net worth individuals and corporate clients. The Wealth Management Specialist will provide wealth advisory services, analyze financial information, and monitor market trends to ensure client plans are responsive.Key...

Job DescriptionAbout:Merito, a leading mid-market investment bank, is seeking a skilled professional to join our Wealth Management team. Our bank offers a wide range of services, including M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves on delivering exceptional...

About Merito:We are a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputed investors to provide the best results in advisory for their investments,...

Established in 2001, Applied Software Pvt. Ltd. has solidified its position as a renowned software product company specializing in investment and wealth management solutions.WealthSpectrum, our flagship product suite, is widely adopted by leading financial institutions and banks to manage assets worth over $300 billion, serving 250+ investment and wealth...

Job DescriptionAbout:Merito, a leading mid-market investment bank, offers a unique opportunity to join our team as a Wealth Portfolio Manager. Our bank excels in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We are a trusted Investment bank, providing the best results in advisory...

Job Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at Skillflix Consultancy India Private Limited. As a Relationship Manager, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net-worth individuals and corporate clients. You will provide wealth...

Job Title: Wealth Channel Sales ManagerAbout the Role: We are seeking a highly skilled and experienced Wealth Channel Sales Manager to join our team at Waayslive Solutions Private Limited. The successful candidate will be responsible for sourcing and on-boarding MF Advisors, Life Advisors, and Wealth Advisors to strengthen our wealth channel sales.Key...

Vitasta Consulting Pvt Ltd is seeking a skilled Cluster Head - Wealth Management to lead our wealth management team. The ideal candidate will have experience in managing complex financial portfolios and a strong understanding of market trends.Key Responsibilities:Develop and implement wealth management strategies to meet client needsManage a team of wealth...

Job Title: Senior Wealth Management Cluster HeadJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly skilled and experienced Senior Wealth Management Cluster Head to lead our Wealth Management team in the Mumbai region. The ideal candidate will have a strong background in sales and wealth management, with a proven track record of driving sales growth...

About MeritoWe are a leading mid-market investment bank with a strong presence in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputable investors to deliver exceptional results.Key ResponsibilitiesManage and nurture high...

**Designation:** RM Wealth ULIP Insurance Specialist**Experience:** 1.5 to 2 years of life insurance experience as a Tied Agent (Recruiting/Hiring agent under them, team handling, focus only on ULIP).**Job Description:We are seeking a candidate with 1-2 years of experience in life insurance as a Tied Agent. The ideal candidate will have experience in...

**Job Title:** Senior Wealth Channel Sales Manager**Job Summary:** We are seeking a highly motivated and experienced Senior Wealth Channel Sales Manager to join our team at Waayslive Solutions Private Limited. The successful candidate will be responsible for sourcing and onboarding MF Advisors, Life Advisors, and Wealth Advisors, and developing and...

Job Title: Senior Manager - Merchant BankingGrow House Wealth Management Private Limited is a leading advisory firm in Ahmedabad, providing end-to-end financial solutions to clients. We are seeking a highly skilled Senior Manager - Merchant Banking to join our team.Job SummaryThe Senior Manager - Merchant Banking will be responsible for overseeing merchant...

We are Waayslive Solutions Private Limited, a company that values innovation and customer satisfaction.As an Account Manager - Wealth Channel with us, you will be responsible for developing and sustaining relationships with MF Advisors, Life Advisors, and Wealth Advisors to improve mind share and wallet share through sales and business development.You will...

Job DescriptionVitasta Consulting Pvt Ltd is seeking a highly skilled Cluster Head - Wealth Management to join our team.Key Responsibilities:Lead a team of wealth management professionals to achieve business objectives.Develop and implement strategies to increase revenue and improve customer satisfaction.Collaborate with cross-functional teams to drive...

Job Summary:The Financial Planning Manager for A1 Human Wealth Management will be responsible for preparation of financial statements and ensuring compliance with accounting standards.Key Responsibilities:Tax planning and compliance, including income tax, GST, and TDS.Internal and external audits, and implementation of effective controls.Budgeting and...

Incorporate strategic financial planning into your skill set by working as a Financial Relationship Specialist at JK Securities Private Limited. Develop business through client acquisition and engagement, utilizing wealth management solutions to foster long-term growth.As a Wealth Management Consultant, build a comprehensive understanding of the company's...

Job Title: Senior Financial Analyst - CAJob Summary: We are seeking a highly skilled Senior Financial Analyst to join our team at A1 Human Wealth Management. The ideal candidate will have a strong background in finance and accounting, with a focus on financial planning and analysis.Key Responsibilities:- Prepare financial statements and ensure compliance...

Job Title: Head - Wealth B2B Network ManagerDescription:The Head - Wealth B2B Network Manager will be responsible for expanding the B2B network for bonds, mutual funds, and portfolio management services. Along with B2B network expansion, the candidate will also be responsible for onboarding direct clients. The role involves meeting and onboarding new...

Job Title: Fund Operations SpecialistAbout the Role:Merito is seeking a highly skilled Fund Operations Specialist to join our team. As a Fund Operations Specialist, you will be responsible for handling the end-to-end operations of mutual fund trade processing, including corporate action processes, transaction processing, and monitoring controls.Key...