Wealth Management Professional

Job Title: Wealth Management ProfessionalWe are seeking an experienced wealth management professional to join our team. The ideal candidate will have a strong background in managing client relationships, financial planning, and investment strategies.Key Responsibilities:Manage client relationships to improve the value of existing customersBuild and maintain...

Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...

Wealth Management OpportunityWe are seeking a skilled professional to join our wealth management team. As a key member of the team, you will be responsible for creating and implementing personalized investment plans for private clients.Key Responsibilities:Present a range of financial products to clients and help them expand their holdings in various asset...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, for 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree...

Job Title: Senior Wealth Manager">Job Role: Wealth ManagerIndustry: BFSI Sales, BankingLocation: Mumbai, Navi Mumbai, Delhi, KolkataResponsibilities:Primary selling of Equity based investment products.Identifying customer needs, assessing their risk appetite and providing them investment options.Achieving targets as assigned by the organization on a monthly...

Job DescriptionWe are seeking a skilled professional to join our team as a Wealth Planning Specialist. As a key member of our organization, you will play a vital role in helping individuals and families achieve their financial goals.About the RoleIdentify and capture investment opportunities by leveraging financial planning methodology to ensure fair...

WALK-IN INTERVIEWS | PERSONAL SECRETARY | Lower Parel - MumbaiAs Neo scales across wealth, asset management, and capital markets, we're looking for a sharp, dependable, and highly organized professional to support senior management in a role that demands both discretion and dynamism. Role: Personal SecretaryLocation: Lower Parel, MumbaiThis is not just about...

Job Role:The Preferred Relationship Manager is the key liaison between our organization and affluent clients. This position requires developing strong relationships with high net worth individuals and providing exceptional service to maintain their loyalty.Key Responsibilities:Identify and acquire new affluent clientsMaintain existing client relationships...

**Job Title: Business Analyst -Wealth** ***About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the _**_British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across...