Senior Wealth Manager

Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...

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...

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 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-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...

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...

**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...

- 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...

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...