Wealth Management Consultant

Our organization is dedicated to supporting wealth managers and financial advisors in India. We understand that clients expect a seamless experience when it comes to financial products. To cater to this demand, we have designed our platform to enable partners and investors to manage their needs from a single place.At Yubi Markets, we specialize in...

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

About the OpportunityWe are seeking a seasoned professional to lead our Risk Management team, driving business growth through effective wealth management product and service delivery.The successful candidate will possess strong leadership skills, with a proven track record of building and managing relationships with Channel Partners and ensuring compliance...

About the RoleAs a Private Wealth Manager, you will play a pivotal role in cultivating relationships with High Net Worth Individuals and Ultra High Net Worth Clients to build long-term associations.Acquire new private banking clients and nurture existing relationships by providing comprehensive wealth management solutions, encompassing asset under management...

Role Overview:We are seeking a seasoned Wealth Management Specialist to join our team.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).They should possess excellent communication, presentation, and negotiation skills to effectively build...

Market Lead/Sr. Market Lead PositionWe are seeking a dynamic and result-oriented individual to spearhead business growth in private wealth management.About the Role:Provide financial guidance and implement planning recommendations for high net worth clients.Monitor market trends to ensure client plans remain responsive.Drive the growth of assets under...

html About the Company Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). Yubi Group...

Investment Analyst InternAbout the Role:We are seeking an ambitious and detail-oriented investment analyst intern to join our team. This is an excellent opportunity for a self-motivated student with a passion for financial analysis and portfolio management.Key Responsibilities:Wealth Management & Client Engagement:

Unlock Transformation Opportunities">Gritty Research enables public sector institutions to drive change through tailored consulting solutions. By harnessing expertise, we address complex challenges and optimize organizational performance.Job OpportunityThis is a full-time role for a Consultant (Planning/Architecture) located remotely.The Consultant will be...

Job Description- Candidate should have min 7+ years of experience in Talent Acquisition & Management , T&D / L&D, LMS handling, Employee Engagement , Performance Management (PMS), General Plant HR Operations- Required Candidate profile- Strong interpersonal & communication skills, Experience in end-to-end recruitment and employee lifecycle, Proficiency in HR...