Enhancing Client Wealth

THIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients,...

Role: Relationship Manager - WealthWe are seeking an accomplished wealth management professional to drive business growth and deliver exceptional client service.Key Responsibilities:Client Acquisition and Relationship Management: Identify, acquire, and manage high net worth individual clients to ensure seamless service delivery and drive business...

Relationship ManagerWe are seeking highly motivated professionals to join our team as Relationship Managers. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and providing them with customized wealth management services.Key Responsibilities:Acquire and retain HNI clients through...

Role Summary:">We are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will have proven experience in wealth management, financial products, or similar domain, prior experience in training, coaching, or mentoring teams is highly desirable.">Key Responsibilities:Deliver comprehensive training sessions on wealth...

At Stratagem Wealth, we are dedicated to empowering individuals and families to achieve their financial goals. As a leading financial planning and finance solutions provider, we specialize in delivering personalized strategies that ensure financial stability and success. From tailored Financial planning to comprehensive mortgage solutions, we guide our...

Client Service AssociateWe are seeking a dedicated and skilled Client Service Associate to support our client servicing and wealth management team in Chennai. This role offers valuable hands-on experience and the opportunity to develop practical skills in finance, communication, and tools used in the financial advisory space.The ideal candidate will be...

Wealth Manager Career OpportunitySeeking a Wealth Manager to join our team of experienced professionals. As a Wealth Manager, you will have the opportunity to support individual clients with financial management and provide investment advisory services tailored to their needs.The role includes:Building relationships with clients and identifying their...

Job Title: Assistant Treasury ManagerThis role is a crucial part of our organization, focusing on treasury operations for our global platform. The successful candidate will be responsible for cash flow management, banking, and credit/debit arrangements, investments/wealth management, Forex hedging, CMS process, providing business solutions for...

Our organization is seeking experienced wealth managers to oversee affluent and super-affluent clients.Key Responsibilities:Maintain client relationships and generate assets under management from preferred clientsAdvise affluent and super-affluent clients on their investments and manage their overall financial portfoliosDeepen existing client wallets and...

Customer Service RepresentativeWe are seeking a skilled professional to manage client interactions, resolve inquiries, and provide end-to-end support.Main Responsibilities:Act as the primary point of contact for customer queries via phone and email.Maintain robust relationships with clients by ensuring timely updates and issue resolution.Coordinate with...