Brand Manager for the leading Wealth Management and Insurance Brooking Firm

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...

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...

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...

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...

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...

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...

Job Title: Platform Developer (C++)Company OverviewBrownRice Capital (BRC) is a leading crypto wealth management firm catering to ultra-high-net-worth individuals and family offices. We specialize in algorithmic trading, liquidity solutions, and strategic access to digital assets, offering secure, efficient, and compliant services to capitalize on...

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...

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...

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...

Role/Job Title: Regional Insurance Business LeadFunction/ Department : Retail Liabilities / Wealth ManagementJob Summary:Liaise with Regional Managers to increase activation, lead flow, and right product offering as per customer need.Key Responsibilities:Engagement with External stakeholders / partners of the Bank to establish synergies.Ensure training,...

Company OverviewMax Life Insurance Company Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. This organization offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution, including agency and...

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...

Role/Job Title:  Senior Regional Insurance Manager Function/ Department : Retail Liabilities / Wealth Management Job Purpose: Engagement with all Business verticals within the zone / region of the Bank. Liaise with Regional Managers and work closely with Branch's to increase activation, increase lead flow, ensure right product offering as per...

About the Role:As a Strategic Partnership Manager at ConsultBae India Private Limited, you will be responsible for developing and maintaining strategic partnerships with wealth management firms. Your key objective will be to drive business growth and increase revenue through partnerships.Key Responsibilities:• Develop and execute strategic partnership...

Max Life Insurance Company LimitedWe are seeking a dedicated and skilled Advisor to help our clients with financial planning, investment management, and retirement planning.Key Responsibilities:Provide clients with professional advice on financial planning, investment management, and retirement planning.Conduct thorough risk assessments to ensure clients are...

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...

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...

Job Title: Max Life Insurance Financial AdvisorMax Life Insurance Company Limited is seeking a dedicated and skilled professional to provide expert advice on financial planning, investment management, and retirement planning to clients in Surat. The ideal candidate will have a strong understanding of financial markets and be able to analyze data to provide...

Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products. - All work related to Insurance like Policy explanation, generation, claim settlement - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis and...