PCG Wealth Relationship Manager

Job Title: PCG Wealth RMAs a PCG Wealth RM, you will be responsible for developing and maintaining relationships with high net worth individuals and families to sell equity-based investment products. This role requires excellent communication and interpersonal skills to effectively service and grow the customer base.Key Responsibilities:Develop and execute...

Key Responsibilities and AccountabilitiesWe are seeking a highly skilled and experienced Wealth Manager to join our team at Kotak Mahindra Bank. As a PCG Elite Wealth Manager, you will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Key Responsibilities:Develop and implement...

KEY RESPONSIBILITIES AND ACCOUNTABILITIESAs a PCG Elite Wealth Manager, you will be accountable for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients. This will involve an in-depth analysis of the client's profile to deliver tailored solutions.KEY RESPONSIBILITIES1. Showcase the entire product...

Key Responsibilities and AccountabilitiesAs a PCG Elite RM, you will be accountable for developing and implementing comprehensive wealth management plans for private clients. This will involve conducting in-depth analyses of client profiles to identify their financial goals and objectives.You will be responsible for showcasing the entire product suite of...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

Job Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a skilled Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...

Job Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a highly motivated and results-driven Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering...

Job Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...

Job Title: Senior Wealth Relationship ManagerWe are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

Job Overview:Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key Responsibilities:Build and maintain...

Key Responsibilities Drive the acquisition of High Net Worth (HNW) clients by focusing on the Affluent and Super Affluent market segments. Build and nurture client relationships, increase Assets Under Management (AUM), provide investment advice, and enhance client portfolios. Conduct market research, collaborate with product development teams, and...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...

About Yubi GroupYubi Group is a leading fintech company that is revolutionizing the global debt market. Our mission is to provide innovative financial solutions to individuals and institutions, empowering them to achieve their financial goals.Job Title: Relationship Manager - WealthThe Relationship Manager - Wealth is a key role in our organization,...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining the flow of finance between borrowers, lenders, and investors. Our cutting-edge platform enables the discovery, investment, and fulfillment of debt solutions, empowering individuals and institutions to seize opportunities and drive growth.Job...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing global debt markets by streamlining the flow of finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, fulfillment, and collection, Yubi Group empowers individuals to seize opportunities and achieve their financial...

Job Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...

About the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

Job Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...

Job Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...