Wealth Management | Cluster Head- Wealth Management | pune

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTCResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTCResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...

Company Description & Job Description: Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. Key Responsibilities Includes: - 1) Responsible for delivering BD &...

Job DescriptionWe are looking for a Head of Wealth Management Operations to join our team at Hrizen Techno Services. The successful candidate will have a proven track record of success in business development and management, with a strong focus on delivering exceptional customer service and driving business growth.Main AccountabilitiesTo lead and manage the...

Job Description:We are looking for a seasoned Senior Wealth Management Lead to join our team. As a key member of our leadership team, you will be responsible for driving business growth, building client relationships, and maintaining asset quality.About the Role:Develop and implement business strategies to drive sales growth and improve operational...

Job Description:The Regional Wealth Management Director at Hrizen Techno Services will oversee the origination and relationship perspective within their designated region across multiple locations. Key responsibilities include leading and managing teams to achieve business targets, driving sales growth, and ensuring cross-selling opportunities.Key...

About the RoleWe are seeking an experienced Regional Wealth Management Lead to join our team at Hrizen Techno Services. As a key member of our leadership team, you will be responsible for providing leadership that drives our Wealth Management operations.Key Responsibilities:Provide leadership that drives our Wealth Management operations, focusing on client...

Kindly Find the company details and internship details below 1. ROLES AND RESPONSIBILITIES: 1) Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. 2) BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. 3) Assist with Production of enticing BD & Marketing content...

Bakerstreet Digital, a pioneering fintech startup from Pune, is revolutionizing the wealth management sector with its cutting-edge products. As a Business Analyst, you will be instrumental in driving the development and evolution of our flagship product, empowering elite international clients in the Banking domain.Key ResponsibilitiesMarket Analysis: Conduct...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. **Who are...

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

Job DescriptionWe are seeking a seasoned Program Manager to lead our wealth management initiatives at Optimum Solutions Pte Ltd.About the RoleThis is an exceptional opportunity for a highly skilled and experienced professional to join our team and drive strategic growth in the financial services industry.About You10+ years of experience as a Program Manager...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and emapthetic Customer Success Analyst Trainee to join our team immediately. **Who...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and emapthetic Customer Success Analyst Trainee to join our team immediately. **Who...

10+ years of experience as a Program Manager in the financial services industry, preferably in wealth management.Proven track record of successfully delivering projects on time, within budget, and meeting quality standards.Strong understanding of wealth management products, processes, and systems.Experience in managing projects related to client onboarding,...

Unlock Your Potential in FintechBakerstreet Digital is a pioneering fintech company revolutionizing wealth management. As a Business Analyst, you will play a pivotal role in driving our transformative financial product forward.

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...