Financial Wealth Strategist
4 hours ago
Anand Rathi Share and Stock Brokers Ltd is a renowned financial institution dedicated to providing exceptional services to high-net-worth individuals.
Job Description
The Financial Wealth Strategist will serve as a dedicated point of contact for clients, offering personalized financial services and investment advice tailored to their unique needs and goals. This role involves helping clients make informed investment decisions, grow their wealth, and achieve their financial objectives through a comprehensive approach to wealth management and financial planning.
Key Responsibilities:
- Acquire quality base clients through networking, database analysis, and market intelligence.
- Maintain records of business on internal software (CRM, etc.).
- Promote Focus Product of the month.
- Sell Mutual Funds, Insurance, Portfolio Management Services, and Structured Products.
Requirements
This role requires a minimum of 1 year of experience in banking and broking industries, with a focus on managing bank Assets Under Management (AUM) for privilege clients. The ideal candidate should hold a Graduate or Postgraduate degree from a reputable institution, preferably with a background in BFSI/NBFC Industry.
Estimated Salary Range: ₹8-12 Lakhs per annum
-
Financial Wealth Strategist
2 weeks ago
Delhi, Delhi, India HDFC Tru Full timeCompany OverviewHDFC Tru is a pioneering investment advisory firm dedicated to helping clients achieve their financial goals. With decades of experience, we provide expert guidance and support tailored to each individual's needs.SalaryThe estimated salary for this role is ₹1.2 crore per annum, taking into account the location in New Delhi and the...
-
Financial Market Strategist
23 hours ago
Delhi, Delhi, India Neo Wealth and Asset Management Full timeAbout the RoleWe are seeking a talented Financial Market Strategist to join our team at Neo Wealth and Asset Management. As a key member of our Markets division, you will play a critical role in analyzing financial statements, valuing companies, and identifying investment opportunities.Job Responsibilities:Develop and manage comprehensive financial models to...
-
Wealth Management Strategist
2 weeks ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Summary:The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.Key Responsibilities:Business...
-
Financial Advisor
4 hours ago
Delhi, Delhi, India Anand Rathi Wealth Limited Full timeJob 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...
-
Financial Strategist
23 hours ago
Delhi, Delhi, India GA Capital Management Full timeCompany OverviewGA Capital Management Private Limited is a dynamic company with a strong presence in the financial services industry. We offer tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses.We empower our clients to take control of their...
-
Client Wealth Strategist
2 days ago
Delhi, Delhi, India Dezerv Full timeDezerv 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...
-
Senior Wealth Development Specialist
4 hours ago
Delhi, Delhi, India Nuvama Wealth Full timeCompany 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...
-
Expert Financial Strategist
2 weeks ago
Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeJob SummaryWe are seeking an Expert Financial Strategist to join our team as a Relationship Manager in the Wealth Management division. The ideal candidate will have prior experience working in a Private Bank/Wealth Management setup and possess strong analytical skills.Key ResponsibilitiesAcquire and manage high net worth relationships, delivering exceptional...
-
Financial Market Navigator
4 hours ago
Delhi, Delhi, India Livelong Wealth Full timeAt Livelong Wealth, we are committed to empowering individuals with the knowledge and tools needed for successful financial market navigation. Our team is dedicated to providing expertise, confidence, and resources to help clients achieve their financial goals.We are currently seeking a highly skilled Business Development Associate to join our team in...
-
Delhi, Delhi, India Unique Wealth Strategies Full timeUnique Wealth Strategies Seeks Experienced Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will be responsible for managing client relationships, coordinating sales processes, and delivering exceptional client service.Key Responsibilities:Client...
-
Wealth Management Professional
6 days ago
Delhi, Delhi, India Emkay Global Financial Services Ltd Full timeJob 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:...
-
Elite Financial Strategist
23 hours ago
Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeJob SummaryAnand Rathi Share and Stock Brokers Ltd is seeking a skilled Elite Financial Strategist to join their team. As an elite financial strategist, you will be responsible for acquiring and managing high net worth relationships, delivering exceptional client service, and driving revenue growth.
-
Wealth Management Professional
4 days ago
Delhi, Delhi, India Emkay Global Financial Services Ltd Full timeJob 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,...
-
Financial Strategist
3 days ago
Delhi, Delhi, India Edlipse Engineering Global Private Limited Full timeAbout UsEdlipse Engineering Global Private Limited is a renowned inspection, verification, testing, and certification company with a global presence. With a team of over 200 employees, we strive to be the most competitive and productive service organization.Job DescriptionThis is a full-time on-site position for a Financial Strategist at Edlipse in Noida....
-
Cloud Financial Strategist
3 days ago
Delhi, Delhi, India SPG Consulting Solutions Pvt Full timeAbout the RoleWe are seeking a highly skilled Cloud Financial Strategist to join our team at SPG Consulting Solutions Pvt. as a Cloud FinOps Financial Analyst.
-
Chief Financial Strategist
2 weeks ago
Delhi, Delhi, India Accor Full timeJob SummaryWe are seeking a highly skilled Chief Financial Strategist to join our team at Accor. As a key member of our finance department, you will be responsible for overseeing all financial operations and ensuring the effective implementation of financial policies and procedures.
-
Delhi, Delhi, India The Premier Consultants ( Recruitment Company ) Full timeWe are seeking a highly skilled Digital Marketing Strategist to join our team at The Premier Consultants. As a key member of our marketing team, you will be responsible for developing and executing multi-channel marketing campaigns to drive product adoption and lead generation.The ideal candidate will have a strong background in digital marketing, with...
-
Senior Financial Strategist
1 week ago
Delhi, Delhi, India AKS ProTalent Full timeWe are seeking a highly skilled Senior Financial Strategist to join our team at AKS ProTalent. In this role, you will play a key part in driving the financial performance of our organization by developing and implementing effective financial strategies.As a Senior Financial Strategist, you will be responsible for planning, organizing, and executing financial...
-
Chief Financial Strategist
23 hours ago
Delhi, Delhi, India Grip Invest Full timeAbout the RoleWe are seeking a highly skilled Chief Financial Strategist to join our team at Grip Invest. This is a challenging opportunity for a seasoned finance professional to lead our financial operations, drive business growth, and ensure compliance with regulatory requirements.
-
Financial Markets Strategist
1 week ago
Delhi, Delhi, India HT Digital Streams Full timeJob SummaryWe are seeking a highly skilled Financial Markets Strategist to collaborate closely with our product team in building cutting-edge markets data products. The ideal candidate will have a strong background in financial markets, either as a research analyst or through prior experience in developing market data solutions.