
Director of Wealth Development
2 days ago
The Regional Head serves as a strategic leader, driving the growth and success of our Wealth Management operations.
Our team aims to create an environment that fosters innovation, collaboration, and client satisfaction through effective leadership and well-planned strategies.
The ideal candidate will lead a team of 12-15 members and have experience in banking, Wealth Management, or financial services.
- Developing comprehensive plans to meet business objectives and drive revenue growth
- Monitoring performance metrics, including productivity and suggesting improvements
- Directing product development efforts and overseeing the successful implementation of new products and services tailored for Wealth Management clients
- Designing distribution models that are cost-effective and help grow the business rapidly
This role requires a strong understanding of the industry, excellent communication skills, and the ability to motivate and empower teams to achieve their best.
We are looking for a visionary leader who can drive results, build strong relationships, and contribute to the organization's overall success.
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Senior Financial Director
2 days ago
Dombivli, Maharashtra, India beBeeWealth Full time ₹ 65,00,000Job Title:Senior Wealth DirectorThis is a senior individual contributor role, requiring a strong personal network and deep financial expertise.About the Role:Foster long-term relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Provide expert advice to clients on wealth planning, risk management, and investment products.Main...
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Real Estate Wealth Expert
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Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000Wealth Manager Position\Our organization seeks an experienced and driven individual to build a qualified pipeline of investors for our Real Estate Fund.\Job Responsibilities\\Lead Generation & Prospecting\Identify and connect with High Net-Worth Individuals (HNIs) interested in real estate investments\Generate leads through calls, emails, networking, and...
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Product Trainer-Wealth Products
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Dombivli, Maharashtra, India AUM Capital Market Private Limited Full timeCompany 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...
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Senior Wealth Management Professional
2 hours ago
Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job DescriptionThe role of a Senior Financial Planner involves leveraging expertise in financial planning and relationship-building skills to design and implement tailored financial plans for affluent clients.As a trusted advisor, the successful candidate will proactively engage with clients to understand their evolving needs, address concerns, and provide...
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Leadership Role
2 days ago
Dombivli, Maharashtra, India beBeeStrategist Full time US$ 15,000 - US$ 25,000Job Title: Sr Manager/ Chief Manager- Wealth ManagementThe role is focused on leading the Wealth Management team in a high-pressure environment.Key Responsibilities include:Building and maintaining strong relationships with clients to achieve business growth and deliver exceptional customer service.Leading cross-functional teams to implement new strategies,...
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Wealth Manager
21 hours ago
Dombivli, Maharashtra, India beBeePrivateBanking Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Our mission is to provide tailored financial solutions for entrepreneurs and high net worth individuals.About the RoleThe Private Banker will be responsible for delivering exceptional client experiences by managing their day-to-day financial planning, investment management, and asset allocation needs.This role involves working closely with clients to...
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Director of Brand Development
1 week ago
Dombivli, Maharashtra, India beBeeLeadership Full time ₹ 15,00,000 - ₹ 25,00,000Job Title:Brand Leadership and Communication DirectorJob Description:The Brand Leadership and Communication Director will be responsible for spearheading the development, implementation, and maintenance of a comprehensive brand strategy that effectively communicates our institution's mission, values, and unique selling proposition.Key Responsibilities:Brand...
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Dombivli, Maharashtra, India beBeeGovernance Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Director of Governance and Strategic DevelopmentOverview:We are seeking a visionary leader to serve as the Director of Governance and Strategic Development. This individual will be responsible for building and implementing a comprehensive strategy to drive growth, innovation, and excellence across our organization.The ideal candidate will have a strong track...
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Dombivli, Maharashtra, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Wealth ManagementExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads and tag them...
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Executive Director
1 week ago
Dombivli, Maharashtra, India beBeeCompliance Full time ₹ 20,00,000 - ₹ 25,00,000Job Title: Executive DirectorThe Executive Director is a pivotal role within the insurance sector, responsible for overseeing adherence to regulatory guidelines and ensuring effective management of corporate agents/insurance brokers.This critical position demands an in-depth understanding of regulatory frameworks, operational oversight, and exceptional...