Wealth relation managers

7 days ago

Bangalore, India Leading Securities Comapany Full time

Dear Applicants, We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location. Interested candidate preferable for this role. Kindly share your profile on About the job Role Description This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner will be responsible for managing the portfolio of clients, developing customized financial plans, managing investment portfolios, advising clients on strategies to achieve their financial goals, and managing relationships with clients. Candidates from Broking firm / Securities / Private banking group can apply for same. They should have their own AUM size of 150cr.minimum Responsibilities :- Acquiring new clients and investments & maintaining relationships with client. interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries etc. :- Create plans to address clients business needs :- Advise clients on creating profitable processes. :- Schedule regular meetings in view to get new business as per the clients requirements. Ensure with customers as they are fully satisfied. :- Act as point of contact for complaints and escalate issues as appropriate. Qualifications Bachelor's degree or higher in Finance, Business Administration, Economics or related fields Minimum of 8 years of relevant experience in financial services, wealth management, or investment advisory services Strong knowledge of financial products and services including mutual funds, stocks, bonds, and insurance products Proven experience in managing and growing client relationships Demonstrated ability to provide sound investment advice based on market and economic trends Excellent communication, negotiation, and customer service skills Best Regards, Farheen Talent Acquisition | JOBSNAVIGATOR

  • Stack Wealth | Associate Relationship Manager | bangalore

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Stack Wealth | Associate Relationship Manager | bangalore

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Stack Wealth | Associate Relationship Manager | bangalore

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Wealth Relation Managers

    7 days ago

    bangalore, India leading Securities Comapany Full time

    Dear Applicants, We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location. Interested candidate preferable for this role.Kindly share your profile on associate2@jobsnavigator.co.in About the job Role Description This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD...

  • Wealth Relation Managers

    7 days ago

    bangalore, India leading Securities Comapany Full time

    Dear Applicants,We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.Interested candidate preferable for this role.Kindly share your profile on About the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner...

  • Senior Wealth Manager/Wealth Manager

    7 days ago

    bangalore, India Creddinv Technologies Pvt Ltd Full time

    Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : We are...

  • Senior wealth manager/wealth manager

    7 days ago

    Bangalore, India Creddinv Technologies Pvt Ltd Full time

    Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : ...

  • Wealth Relation Managers

    3 days ago

    bangalore, India leading Securities Comapany Full time

    Dear Applicants, We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location. Interested candidate preferable for this role.Kindly share your profile on About the job Role Description This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr...

  • Senior Wealth Manager/Wealth Manager

    2 days ago

    bangalore, India Creddinv Technologies Pvt Ltd Full time

    Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : We are...

  • Wealth Relation Managers

    7 days ago

    Bangalore, India leading Securities Comapany Full time

    Dear Applicants, We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location. Interested candidate preferable for this role.Kindly share your profile on About the job Role Description This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD...

  • Associate Relationship Manager

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Associate Relationship Manager

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Associate Relationship Manager

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Associate Relationship Manager

    7 days ago

    Bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Associate Relationship Manager

    5 days ago

    Bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Associate Relationship Manager

    6 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Wealth Manager

    7 days ago

    bangalore, India nucleo Full time

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  • Wealth Manager

    7 days ago

    bangalore, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Product Support Engineer

    1 month ago

    bangalore, India Stack Wealth Full time

    Company DescriptionStack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...

  • Creddinv Technologies Pvt Ltd | Senior Wealth Manager/Wealth Manager | bangalore

    7 days ago

    bangalore, India Creddinv Technologies Pvt Ltd Full time

    Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : We are...