Elite Wealth Strategist

OverviewWe are seeking a highly skilled PCG Elite RM Specialist to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Salary and BenefitsThe estimated annual salary for this position is ₹1,500,000 -...

About the Role:We are seeking a skilled Senior Wealth Management Strategist to join our team at IDFC FIRST Bank. In this role, you will be responsible for driving the agenda of Relationship Managers in our retail liabilities department.Key Responsibilities:Sales Planning and Delivery: You will be responsible for developing sales plans, tracking business...

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...

Elite Elevators is seeking a highly skilled Sales Professional to join our team. This is an excellent opportunity for those looking to launch or advance their career in sales.The ideal candidate will have a proven track record of success in sales and be comfortable working in a fast-paced environment. They should be able to effectively communicate with...

Senior Wealth Manager Job DescriptionWe are seeking an experienced Senior Wealth Manager to join our team at Waytogo Consultants. In this role, you will be responsible for developing and expanding relationships with high net worth clients, sourcing new business opportunities, and providing exceptional customer service.Key Responsibilities:Relationship...

Job Title: High Net Worth Financial StrategistCompany Overview: At Waytogo Consultants, we pride ourselves on delivering exceptional wealth management solutions to high net worth individuals. Our team of experts works closely with clients to understand their financial goals and develop tailored strategies that align with their objectives.Salary: The salary...

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...

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...

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 an experienced Financial Relationship Strategist to build and maintain long-term relationships with high-net-worth individuals. This dynamic role offers a unique opportunity to provide personalized financial solutions tailored to the distinct needs of these clients.Key Responsibilities:To identify, acquire, and nurture new HNI clients by...

At JSW Sports Pvt Ltd, we are seeking a highly skilled Senior Marketing Strategist to lead our marketing efforts and drive the expansion of our sports academy. The ideal candidate will have a proven track record in developing and executing successful marketing strategies, with a focus on brand awareness, customer acquisition, and retention.About the RoleThe...

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...

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...

Unlocking Value in the Global Commodities MarketVedanta Group, a future-focused and growth-oriented conglomerate, is seeking a highly skilled Global Commodities Strategist to drive its Hedging strategy and initiatives across business portfolios.The ideal candidate will design and execute comprehensive hedging strategies tailored to our business, leveraging...

About UsMavenMagnet AI is a cutting-edge company that empowers leading brands and organizations to make informed business decisions through actionable insights from a unified digital landscape.We leverage thousands of digitally-sourced data points, including news, blogs, forums, communities, chat rooms, product reviews, social networks, POS, product sales &...

About UsHSBC is a global financial services company that connects customers with opportunities around the world. With an international network of offices in approximately 30 countries, we deliver global capabilities with local market insight. The RoleWe are seeking an experienced professional to join our AMIN Sales & Distribution team as a Senior Sales and...

Job Title: Financial Markets StrategistLocation: Mumbai, IndiaSalary: $250,000 - $350,000 per annumCompany OverviewThe World Bank Group is a global development institution focused on the private sector in emerging markets. We work in over 100 countries, leveraging our capital, expertise, and influence to create markets and opportunities.Job DescriptionWe are...

About CorenzaDigital family office with a team of over 12 certified professionals, serving more than 250 clients and managing ₹100 crore in assets under management.The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs.**Services Include:**Goal-Based Wealth ManagementRisk Mitigation & Insurance...

Senior Leadership Role in Fintech Wealth ManagementWe are seeking an exceptional professional to lead our digital sales efforts, driving growth and innovation in the wealth management domain. About the RoleThe Head of Digital Sales will be responsible for creating an engagement framework to collaborate, educate, and convert registered leads to new product...

About CorenzaCorenza is a leading digital family office that provides personalized wealth management services to its clients.We are seeking an experienced Financial Advisor to join our team and help us deliver exceptional results for our clients.Salary: ₹60 lakh - ₹80 lakh per annum (dependent on experience)Job Description:As a Wealth Management Advisor,...