
Senior Wealth Manager
6 days ago
We are seeking a seasoned professional with expertise in portfolio management and relationship building to join our organization.
Responsibilities:- Develop and manage high-value investment portfolios for affluent clients.
- Identify and cultivate new business opportunities for liabilities growth.
- Enhance client satisfaction by cross-selling bank products and services.
- Communicate product updates and enhancements to clients.
- Plan and execute targeted sales initiatives and events.
- Possession of relevant certifications such as NISM IRDA AMFI is mandatory.
- Excellent verbal and written communication skills, along with effective presentation abilities.
- Strong decision-making skills, coupled with an ability to understand customer needs.
- A minimum of 10 years of experience in portfolio management and relationship development.
- A proven track record in banking and NBFC sectors, preferably at AVP/DVP grade.
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Wealth Manager
4 weeks ago
India Zetheta Algorithms Private Limited Full timeAbout the Company Ze Theta Algorithms Private Limited is a Fin Tech start-up which has been recently set up and is developing innovative AI tools.About the Role We are seeking a talented and motivated student intern for Wealth Manager role.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis...
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Wealth Manager
4 weeks ago
India Zetheta Algorithms Private Limited Full timeAbout the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...
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Executive Business Development
22 hours ago
India beBeeWealthManager Full time ₹ 18,00,000 - ₹ 25,00,000Job 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...
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Strategic Wealth Manager
5 days ago
India beBeeWealth Full timeJob 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...
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Strategic Wealth Advisor
3 days ago
India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,50,00,000Wealth 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...
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Wealth Ba
2 days ago
India CAPCO Full time**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...
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India Alphabet Investment Full time- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for...
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India beBeePrivate Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Senior Private Wealth ManagerAbout the Opportunity:We seek a seasoned and accomplished Senior Private Wealth Manager to lead our client portfolio growth and expansion in the MENA region.Key Responsibilities:Develop and manage a high-net-worth client portfolio, ensuring seamless administrative support and timely resolution of matters.Deliver comprehensive...
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Visionary Senior Portfolio Manager
4 days ago
India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Job Overview:We are seeking an experienced Senior Portfolio Manager to lead our Wealth Management team in India.Main Responsibilities:Performance Enhancement: Manage the performance of the region, drive business growth, and establish a strong market presence.Market Share Growth: Develop and implement strategies to increase market share, expand customer base,...
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India beBeePrivateWealthManagement Full time ₹ 1,20,00,000 - ₹ 2,50,00,000Client Success Specialist - Private Wealth ManagementWe are seeking a skilled Client Success Specialist to join our Private Wealth Management team. The successful candidate will be responsible for delivering high-value services and acquiring new clients in the targeted High Net Worth Individual (HNI) segment.Key Responsibilities:Offer wealth management...