Wealth Strategy Consultant

Key ResponsibilitiesSales Strategy Development: Develop short-term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.Client Relationship Management: Establish strong relationships with existing and potential clients, ensuring their needs are met and...

Job DescriptionWe are seeking an experienced Sales and Business Development Manager to join our team. In this role, you will be responsible for developing and implementing sales strategies to acquire new clients and grow existing relationships.Main Responsibilities- Identify and pursue new business opportunities through face-to-face meetings and...

Consulting Point is currently partnering with a top tier global consultancy in India with a search for a Corporate Strategy and Private Equity talent.Requirements:Currently a Partner, Principal or Senior Manager with 10+ years in a top-tier consultancy (e.g. MBB) or direct experience supporting Private Equity investors and portfolio companies, family...

Corporate Strategy and Private Equity Talent Sought We are partnering with a top-tier global consultancy in India to fill a critical role. Requirements: A seasoned professional with 10+ years of experience as a Partner, Principal or Senior Manager at a top-tier consultancy (e.g. MBB) or direct experience supporting Private Equity investors and portfolio...

About the Role - We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at HireQuest HR Consultants. As a key member of our sales team, you will be responsible for driving Mutual Fund and Passive sales through wealth management and private wealth across Kolkata and WB.Key Performance Indicators - The successful candidate...

Company OverviewSaturn Consulting Group is a trusted partner for Non-Resident Indian (NRI) investments and financial solutions in India. We specialize in guiding NRIs through Indian financial markets and taxation, providing tailored solutions to optimize wealth creation and compliance.We offer comprehensive services covering investment advisory, tax...

Job DescriptionWork Level: Middle ManagementCore: Self Motivated, Result DrivenLeadership: DelegationRole:Industry Type: BankingFunction: Wealth ManagerKey Skills: Wealth Management,Ultra HNI,Relationship Management,Private Wealth,Portfolio ManagementEducation: PG/ MasterRole DescriptionThis is a full-time on-site role for a Wealth Management - Bank position...

Job OverviewThe Regional Head position at Emkay Wealth Management is a key role responsible for driving the growth and success of our wealth management business in the region. This individual will lead a team of professionals to develop and implement sales strategies, manage client relationships, and contribute to the overall achievement of organizational...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About ProspurtsProspurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About the OpportunityTalent Corner HR Services Pvt Ltd is a respected leader in the financial services sector, offering a wide range of products and services to meet the diverse needs of our clients. We are currently seeking a highly motivated Wealth Management Professional to join our team.Key ResponsibilitiesAs a Wealth Management Professional, your...

At Outsized, we match clients in financial services and management consulting to high-quality independent consultants and boutique/specialist firms for the execution of their key projectsOur client, a global consulting firm, is embarking on a project to build a new state-of-the-art hospital. This initiative aims to establish a world-class healthcare facility...

RBL Bank is a leading private sector bank in India, committed to delivering exceptional financial services that meet the evolving needs of our clients. We are seeking an experienced Business Development Executive - Wealth Management to join our team.About the RoleThis is a key position in our business development team, responsible for identifying new...

Job DescriptionJob Description :- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to achieve a...

Job Title : Data Strategy & Engineering ConsultantAbout the Role :We are seeking a highly skilled Data Strategy & Engineering Consultant to join our team. The ideal candidate will have a strong background in data strategy, data engineering, and scalable data solutions, playing a key role in advising clients on data-driven transformations. This role is...

Job Title : Data Strategy & Engineering ConsultantAbout the Role :We are seeking a highly skilled Data Strategy & Engineering Consultant to join our team. The ideal candidate will have a strong background in data strategy, data engineering, and scalable data solutions, playing a key role in advising clients on data-driven transformations. This role is...

Job Description :To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.Strategies to achieve a balance of revenue...

Senior Portfolio & Fund Research Analyst Location: Delhi, India Experience: 2-4 years Industry: Wealth Management | Fintech | Financial Services About the Role We are looking for a Senior Portfolio & Fund Research Analyst to join our investment research team. This role involves deep-dive fund analysis, financial modeling, and portfolio research ,...

About Us: We are revolutionizing the wealth management space by combining deep financial research with cutting-edge technology. As a fast-growing firm based in Delhi, we offer a dynamic environment where innovative ideas, data-driven insights, and technology intersect to create next-generation portfolio management solutions. We are committed to empowering...

Position: Associate – Strategy and M&A ConsultingLocation: Delhi-NCR (Hybrid)Joining Time: As soon as possible (within 4 weeks)Front-end upstream Strategy and M&A Global Consulting service line:Work closely with a global team of consultants, and Fortune 100 clients to understand their vision and help them devise inorganic and growth strategiesExposure...