Wealth Portfolio Manager

Job DescriptionAbout:Merito, a leading mid-market investment bank, offers a unique opportunity to join our team as a Wealth Portfolio Manager. Our bank excels in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We are a trusted Investment bank, providing the best results in advisory...

Job Title: Relationship ManagerAbout the Role:We are seeking a highly skilled Relationship Manager to join our Wealth Management team at Skillflix Consultancy India Private Limited. As a key member of our team, you will be responsible for building and maintaining relationships with high net-worth individuals and corporate clients, providing them with expert...

Wealth Management SpecialistThis role is responsible for acquiring new clients, generating revenue, and maintaining relationships with high net worth individuals and corporate clients. The Wealth Management Specialist will provide wealth advisory services, analyze financial information, and monitor market trends to ensure client plans are responsive.Key...

About Merito:We are a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputed investors to provide the best results in advisory for their investments,...

About MeritoA leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing clients with best results in advisory in their investments, best corporates for their growth & capital need and families in...

Job Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at Skillflix Consultancy India Private Limited. As a Relationship Manager, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net-worth individuals and corporate clients. You will provide wealth...

Job DescriptionAbout:Merito, a leading mid-market investment bank, is seeking a skilled professional to join our Wealth Management team. Our bank offers a wide range of services, including M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves on delivering exceptional...

Vitasta Consulting Pvt Ltd is seeking a skilled Cluster Head - Wealth Management to lead our wealth management team. The ideal candidate will have experience in managing complex financial portfolios and a strong understanding of market trends.Key Responsibilities:Develop and implement wealth management strategies to meet client needsManage a team of wealth...

Established in 2001, Applied Software Pvt. Ltd. has solidified its position as a renowned software product company specializing in investment and wealth management solutions.WealthSpectrum, our flagship product suite, is widely adopted by leading financial institutions and banks to manage assets worth over $300 billion, serving 250+ investment and wealth...

Job Role: PMS Operations ManagerResponsibilities:Oversee the overall activities of the FME, encompassing fund management, risk management, and other related tasks.Manage all operational activities of FME and Trust, ensuring seamless execution.Develop and release newsletters, presentations, and other marketing materials to promote the organization.Coordinate...

Job Title: Wealth Channel Sales ManagerAbout the Role: We are seeking a highly skilled and experienced Wealth Channel Sales Manager to join our team at Waayslive Solutions Private Limited. The successful candidate will be responsible for sourcing and on-boarding MF Advisors, Life Advisors, and Wealth Advisors to strengthen our wealth channel sales.Key...

Job Title: Head - Wealth B2B Network ManagerDescription:The Head - Wealth B2B Network Manager will be responsible for expanding the B2B network for bonds, mutual funds, and portfolio management services. Along with B2B network expansion, the candidate will also be responsible for onboarding direct clients. The role involves meeting and onboarding new...

Job Title: Senior Wealth Management Cluster HeadJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly skilled and experienced Senior Wealth Management Cluster Head to lead our Wealth Management team in the Mumbai region. The ideal candidate will have a strong background in sales and wealth management, with a proven track record of driving sales growth...

**Job Title:** Senior Wealth Channel Sales Manager**Job Summary:** We are seeking a highly motivated and experienced Senior Wealth Channel Sales Manager to join our team at Waayslive Solutions Private Limited. The successful candidate will be responsible for sourcing and onboarding MF Advisors, Life Advisors, and Wealth Advisors, and developing and...

We are Waayslive Solutions Private Limited, a company that values innovation and customer satisfaction.As an Account Manager - Wealth Channel with us, you will be responsible for developing and sustaining relationships with MF Advisors, Life Advisors, and Wealth Advisors to improve mind share and wallet share through sales and business development.You will...

Job DescriptionVitasta Consulting Pvt Ltd is seeking a highly skilled Cluster Head - Wealth Management to join our team.Key Responsibilities:Lead a team of wealth management professionals to achieve business objectives.Develop and implement strategies to increase revenue and improve customer satisfaction.Collaborate with cross-functional teams to drive...

About the Role:Cygnet Infotech is looking for a Client Portfolio Manager to join our team. As a Client Portfolio Manager, you will be responsible for managing client relationships and portfolios, contributing to customer retention, onboarding, and training clients. You will also provide insights on client-to-business interactions, improve customer experience...

Cryptocurrency Portfolio ManagementAt AM Consultants, we seek a skilled Cryptocurrency Portfolio Manager to oversee and optimize our clients' cryptocurrency investments.Key Responsibilities:Supervise and train staff in the use of cryptocurrency tracking software.Analyze and modify transactions to ensure accurate tracking and optimal portfolio...

Job OverviewMintskill HR Solutions LLP seeks an experienced professional to join our team as a Relationship Manager. This role involves building and maintaining strong relationships with high net worth individuals, providing personalized financial solutions, and driving revenue growth.Key ResponsibilitiesIdentify and acquire high net worth individuals as...

Job SummaryWe are seeking a seasoned Credit Portfolio Manager to join our team at Ratnaafin Group.Key Responsibilities:Conduct thorough credit assessments of customers sourced by the Sales team to ensure alignment with our credit policy.Lead the credit underwriting process for working capital, channel finance, and term loans cases in the mapped region,...