Merger and Aquisition Head for a leading Wealth Management Company

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Assistant Manager / SeniorExecutive WealthManager.1 to 4YearsExperienceWorkMode: Location (Surat Ahmedabad and Bangalore)5Days(Hybrid)Asthe Assistant Manager / Senior Executive of Partnership andStrategic Alliances for our wealth management business you will bethe face of the company externally and the SPOC for allcommunication with other wealth management...

DescriptionWe are looking for a General Insurance Sales Head to lead our sales team in our leading Wealth Management and Insurance Brooking Firm. The ideal candidate should have 3-8 years of experience in the job market context of India. As a General Insurance Sales Head, you will be responsible for managing the sales team, achieving sales targets, and...

Company OverviewAastha Fintech Pvt. Ltd. is a leading Wealth Management and Financial Consulting company in Western India. We provide comprehensive wealth management solutions, including wealth advisory services, demat account consultancy, IPO advisory services, NPS services, SIPs, fixed deposit services, portfolio management, investment management, and...

Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship ManagementAcquire and handle a group of high net worth clients, providing them with...

Role Relationship ManagerWealth(Gujrat)Experience59 YearsModeWFO 5.5daysLocationSurat Ahmedabad andBarodaJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...

Wealth Partnership Manager**Overview**As a Wealth Partnership Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strategic partnerships with wealth management firms to drive business growth. You will be the face of our company externally and the primary point of contact for all communication with our wealth...

Job Title: Senior Relationship ManagerConsultBae India Private Limited seeks a highly skilled and experienced Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

Role Senior RelationshipManager Wealth(Gujrat)Experience10 YearsModeWFO 5.5daysLocationSurat Ahmedabad andBarodaJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a...

Profitence Wealth is an Independent Wealth Investment and Advisory Firm. We understand the complex financial needs of families and corporate, and we offer them unique products and services that can meet their requirements. We offer products and services like Portfolio Management Services, Equity Share Trading Demat Account, MFs, Bonds, Insurance etc. About...

About the RoleAs Assistant Manager/Senior Executive of Partnership and Strategic Alliances for ConsultBae India Private Limited, you will be the face of the company externally and the single point of contact for all communication with other wealth management partners for business alliances to achieve the company's strategic objectives. This role requires a...

### Job DescriptionWe are seeking an experienced Senior Wealth Alliance Manager to join our team at ConsultBae India Private Limited. As a key member of our wealth management department, you will play a crucial role in driving business growth and building strong partnerships with our external partners.### Responsibilities- Develop and execute strategic...

Job OverviewWe are seeking a seasoned professional to fill the role of Operations Director at Haardik Nayak Financial Products Distribution Pvt. Ltd. This position will oversee the Quality Control Team, ensuring timely completion of daily work and coordinating requests.About the RoleThe ideal candidate will have extensive experience in financial services,...

DescriptionWe are seeking a highly motivated and experienced Brand Manager to join our team at the leading Wealth Management and Insurance Broking Firm in India. The ideal candidate should have 2-10 years of experience in a similar role and possess a deep understanding of brand management in the financial industry.ResponsibilitiesDevelop and execute the...

Position: Company Secretary Job Location: Surat (VIP Road, Vesu) Company: Telios Tax Solutions & Business Management Private Limited Job Responsibilities: - Report to the chairman/Director and often liaise with board members. - Prepare agendas and papers for board meetings, committees, and annual general meetings (AGMs) and follow up on action points. -...

**JOB SUMMARY** Company Secretary (CS) executive is one of the legal representatives of a company performs and manages various regulatory functions. Company secretary also plays a definite role as a Business Advisory to the board of directors of the company guiding them incorporate laws; corporate governance; strategic management; project planning; capital...

CS as a Business Benefactor: The Companies act gives specific right to a company secretary - to exercise promotion and incorporation of companies; to handle company audit and certification services; to sign annual returns; to handle corporate restructuring and takeovers; to scrutinize reports and voting procedures in a transparent manner; to administer...

Urgently Required **"Company Secretary (Female only)" **for Building Material Construction Company. & Textile Company (Group of Companies). **Location**:Surat, **JOB SUMMARY** Company Secretary (CS) executive is one of the legal representatives of a company to perform and manage various regulatory functions. Company Secretary also plays a definite role as...

DescriptionWe are looking for a Receptionist/ Front Office Executive to join our Leading Wealth Management Firm. The candidate will be responsible for managing the front desk, handling phone calls, scheduling appointments, and providing administrative support to the team. The ideal candidate must be well-organized, have excellent communication skills and a...

Company OverviewAASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services, SIPs, Fixed Deposit Services, Portfolio Management, Investment...