Wealth Manager

Company DescriptionSMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and...

Company DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...

Company DescriptionAnand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a leading full-service investment bank, established in 1994, providing a wide array of financial solutions to individuals, institutions, and high-net-worth clients. With a strong presence in over 350 locations across India and international operations in Dubai, Hong Kong, and New York,...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Clients.Acquiring and managing both business, individual (resident...

Desired Candidate Profile1-2 years of experience in wealth management or related field.Strong knowledge of financial markets, stock markets, mutual funds sales, NISM certification preferred.Excellent communication skills with ability to build rapport with high net worth individuals.NO INSURANCE Sales , Only Mutual Funds and Related Products

Analyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of...

MissionDeliver high-quality investment research, portfolio insights, and product recommendations by analyzing wealth management products, monitoring market movements, and supporting client advisory teams with data-backed decisions.Key Outcomes (What Success Looks Like)1. Market & Product ResearchAnalyze and recommend suitable wealth management products...

Company Name: Motilal Oswal Financial Services Limited Location- Kolkata Profile- Relationship Manager / Wealth Manager Key Responsibilities:1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3....

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...