Wealth Growth Specialist

Location:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...

Job Opportunity: Wealth Transformation Specialist Minimum 6 years of experience in wealth management and digital projects.Strong knowledge of Agile practices, SDLC, and equities/trading platforms.Excellent communication, analytical, and problem-solving skills. The ideal candidate will lead the conversion of paper-based processes to digital experiences...

Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

Role DescriptionThis is a full-time on-site role as a Relationship/Wealth Manager. You will be responsible for acquiring, building, and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities,...

Senior Wealth Manager Job DescriptionThe role of a Senior Wealth Manager involves providing comprehensive financial solutions to high-net-worth clients. As a key member of the wealth sales team, you will be responsible for building and maintaining long-term relationships with clients.Key Responsibilities:Develop tailored investment strategies to meet client...

Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia Clients 4 Acquiring and...

Company DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals who are aiming to establish their independent practices. The platform provides a comprehensive SAAS-based investment management service, including digital transactional capabilities for a diverse product suite. By focusing on stability and the...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...