Strategic Wealth Advisor

Description AVP Independent Financial Advisor IFA Location Ahmedabad Reporting To Director Employment Type Full-Time Key Responsibilities 1 Strategic Planning and Leadership Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor IFA channel Set and monitor sales targets KPIs and budgets for...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 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 approach...

About the OpportunityThis role is instrumental in acquiring high net worth individuals and building strategic partnerships to drive business growth.About the RoleAs a Private Banking professional, you will be responsible for selling investment and insurance products to private banking clients to generate fee income.Responsibilities:Develop new business...

Job OverviewYou will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives.About the RoleAs a key relationship manager, you will leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments,...

Job DescriptionAs a Wealth Management Professional, you will be responsible for acquiring and managing High Net Worth (HNI) clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, Mutual Funds, Structured, and Real Estate products.Manage and analyze client portfolios for performance and profitability.Drive cross-selling,...

Job Overview:We are seeking a motivated and results-driven Wealth Consultant to join our team in generating leads, building pipelines, and identifying High Net-Worth Individuals (HNIs) interested in real estate investments.Key Responsibilities:Generate leads through calls, emails, networking, and referrals to identify HNIs for the Real Estate Fund.Build and...

About the OpportunityWe are seeking a talented and motivated individual to join our Portfolio Management team.This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management,...

Wealth management encompasses a vital aspect of financial planning, enabling individuals to secure their financial futures. It involves the prudent handling of assets and investments to ensure long-term growth and stability.

Job Title:Financial Services LeadJob Description:As a Financial Services Lead, you will be responsible for driving business growth through strategic planning and leadership. You will develop and execute sales strategies to expand the Independent Financial Advisor (IFA) network, set and monitor sales targets, KPIs, and budgets for the IFA sales team, and...

Employee Relations SpecialistThis role involves developing Employee Relations practices and people strategy, creating deep subject matter expertise to address employment and employee relations issues.The ideal candidate will thrive in a collaborative environment, leveraging exceptional interpersonal skills to build relationships with employees. They will...