Wealth Strategist

Role OverviewKaryarth is seeking a skilled Wealth Strategist to join our team. As a Wealth Strategist, you will identify customer needs and present tailored solutions to meet their financial goals.Key ResponsibilitiesConduct thorough needs analysis to understand customer objectivesDevelop and present personalized investment strategiesCollaborate with...

Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a reputable wealth management firm dedicated to delivering exceptional services to its clients. With a strong presence in the industry, the company specializes in wealth creation, preservation, and protection, catering to both domestic and international clients.Responsibilities:Client...

Overviewi-Qode Digital Solutions Private Limited is a forward-thinking organization that prides itself on delivering innovative solutions to its esteemed clientele.Job DescriptionWe are seeking an exceptional Wealth Strategist to join our team and play a pivotal role in building and maintaining long-term relationships with high net worth individuals.As a...

Job SummaryAs a Digital Marketing Strategist at Spark Capital, you will lead the development and execution of comprehensive digital marketing strategies to drive growth and achieve company goals. This role is responsible for managing and optimizing pay-per-click (PPC) advertising campaigns, creating and implementing SEO strategies, overseeing email marketing...

At Fisdom, we're revolutionizing the wealth management space with cutting-edge technology and conventional wisdom.We partner with banks to offer a 360-degree wealth management platform for mutual funds, HNI products, broking, and insurance. Our goal is to make superior advisory services accessible to all, helping everyone maximize their wealth.We strive to...

Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a leading boutique wealth firm with a rich history of expertise in wealth creation, preservation, and transmission. Our team specializes in catering to both domestic and international clients, providing personalized and efficient service delivery.Responsibilities:Client Relationship...

Job Title: Product Manager – IFA & Distributor ChannelCompany: InCred Value PlusKey Responsibilities:Analyse market trends and create a product pipeline with high-potential offerings for the sub-broker platform.Develop and adapt product platforms for the sub-broker network, ensuring optimal product access and management.Lead negotiations with AMCs and...

    Company Overview    i4 Consulting : Reimagining HR Blueprints empowers organisations via technology innovations, impacting talent attraction, employee experience, and productivity. We specialise in customised solutions tailored to organisation needs, especially post-disruption strategies in startups, retail, media, and product-based...

Job OverviewWe are seeking a highly motivated and experienced Fixed Income Market Strategist to join our team at See & Recruit.About the RoleThis is an exciting opportunity for a skilled professional to expand business in the Fixed Income Market, focusing on Mumbai and Ahmedabad. As a Fixed Income Market Strategist, you will be responsible for maintaining...

Job Title: Relationship ManagerAbout the RoleWe are seeking a skilled and experienced Relationship Manager to join our team at ConsultBae India Private Limited.As a Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

Job Title: Regional Wealth SpecialistJob Summary:This is a challenging and rewarding role that requires a strong understanding of financial services and insurance products. The successful candidate will be responsible for managing sales and business objectives, providing personalized financial advice, and identifying opportunities for growth and...

Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Responsibilities:Client Acquisition and Relationship Management:Acquire and handle a group of high net worth clients, providing them with tailored...

At Raise Financial Services, we are building innovative technology-led consumer products and infrastructure services to serve Indians with financial services across financing, insurance, investing, payments, and wealth.We are seeking a highly skilled Content Strategist for Fintech to join our team. This role involves developing and executing comprehensive...

We are seeking a highly motivated and results-driven Channel Partners and Wealth Brokers Acquisition Manager to expand our network of brokers and channel partners who can help identify clients interested in returns on investments for products like Fixed Deposits and other debt instruments.ResponsibilitiesIdentify and target potential channel partners and...

Job DescriptionLeverage your technical expertise to drive strategic initiatives at Neo Wealth and Asset Management. With a focus on automation, artificial intelligence (AI), innovative technology solutions, and data science, you will work closely with senior leaders and cross-functional teams to enhance business processes and support the organization's...

Key Responsibilities: Develop and execute comprehensive digital marketing strategies to drive business growth and achieve company objectives. Manage and optimize pay-per-click (PPC) advertising campaigns, including Google Ads and social media ads, to maximize ROI. Create and implement search engine optimization (SEO) strategies to improve website rankings...

We are seeking a highly skilled Sales and Business Development Leader to join our Health Wealth & Career segment. The ideal candidate will possess a strong background in sales and business development, with a proven track record of driving revenue growth and building high-performing sales teams.Key ResponsibilitiesIdentify potential clients in the target...

At ScaleneWorks, we are seeking a Digital Marketing Strategist to spearhead our Search Engine Marketing (SEM) efforts. As a key member of our team, you will be responsible for developing and implementing effective strategies for Google Ads and Facebook Ads campaigns, driving business growth and maximizing ROI.Strategic Planning: Collaborate with our team to...

     Job Title: Strategist - Market Insights Developer     Job Description:     As a Strategist - Market Insights Developer at Guidepoint, you will play a crucial role in creating engaging content for our clients. Your primary responsibility will be to conceptualize and develop market research reports, analysis, and insights that meet the...

At Guidepoint, we are seeking a highly skilled Research Strategist to join our team in EMEA Markets. As a key member of our Insights team, you will be responsible for creating and moderating teleconferences that provide actionable insights for our clients.Key Responsibilities:Monitor a coverage universe of public and private companies within a specific...