Wealth relation managers
1 month ago
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
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Stack Wealth | Product Support Engineer
3 weeks ago
bangalore, India Stack Wealth Full timeCompany 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,...
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Wealth Relation Managers
1 month ago
bangalore, India leading Securities Comapany Full timeDear 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...
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bangalore, India Livelong Wealth Full timeCompany DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...
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bangalore, India Livelong Wealth Full timeCompany DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...
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bangalore, India Livelong Wealth Full timeCompany DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...
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bangalore, India Livelong Wealth Full timeCompany DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...
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Wealth Relation Managers
1 month ago
Bangalore, India leading Securities Comapany Full timeDear 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...
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bangalore, India Creddinv Technologies Pvt Ltd Full timePosition Summary:We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager will lead client engagements, mentor junior team members, and contribute to the...
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bangalore, India Creddinv Technologies Pvt Ltd Full timePosition Summary : We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager will lead client engagements, mentor junior team members, and contribute to...
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Product Support Engineer
2 months ago
Bangalore, India Stack Wealth Full timeCompany Description Stack 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,...
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Product support engineer
2 months ago
Bangalore, India Stack Wealth Full timeCompany Description Stack 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,...
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Product Support Engineer
3 months ago
bangalore, India Stack Wealth Full timeCompany 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,...
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bangalore, India leading Securities Comapany Full timeDear 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.inAbout the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD...
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bangalore, India leading Securities Comapany Full timeDear 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...
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bangalore, India leading Securities Comapany Full timeDear 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...
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Business Development Associate
3 weeks ago
Bangalore, India Livelong Wealth Full timeCompany Description Livelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise,...
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Relationship Manager
1 month ago
Bangalore, India IDFC FIRST Bank Full timeRole/Job Title : Relationship Manager–First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and...
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Relationship Manager
1 month ago
Bangalore Urban, India IDFC FIRST Bank Full timeRole/Job Title: Relationship Manager–First Wealth Function/ Department: Branch BankingJob Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely...
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Relationship Manager
1 month ago
Bangalore Urban, India IDFC FIRST Bank Full timeRole/Job Title : Relationship Manager–First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working...
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Wealth Manger
2 weeks ago
Bangalore, India Armstrong Capital & Financial Services Pvt. Ltd. Full timeCompany Description Armstrong Capital & Financial Services Pvt. Ltd. is a boutique financial planning and investment solutions firm based in Bengaluru. Our goal is to deliver the best suitable financial solutions to our clients based on their risk-taking appetite and long-term financial goals. We take the time to understand each individual's unique...
