Wealth Management Operations

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

Company DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...

Wealth ManagerPMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.Qualifications: GraduateExperience: 3-5 years experience in operations.Roles and Responsibilities: Handling Mutual Funds division and end to end operations of MF trade processing.MF corporate action process like dividend Pay-out /dividend reinvestment issue to...

Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company committed to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL is renowned for its transparent, data-driven, and objective-oriented approach to private wealth management. Proudly certified as...

Company DescriptionAdani Group is a diversified organization in India with a world-class transport and utility infrastructure portfolio across the country. Headquartered in Ahmedabad, Gujarat, Adani Group is a market leader in transport logistics and energy utility businesses, focusing on large-scale infrastructure development with practices benchmarked to...

Company DescriptionDynamics Wealth specializes in financial planning and consultancy, offering a variety of financial products available in the Indian Financial Market. Our services include insurance, mutual funds, fixed deposits, bonds, and capital market investments. We are committed to tailoring financial solutions to meet the unique needs of each client,...

1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5) Ensuring better...

We are seeking a detail-oriented and proactive Executive Assistant – Operations to support the operational backbone of our Mutual Fund / ETF business. The candidate will work closely with senior leadership to ensure smooth functioning of daily operations, compliance with SEBI regulations, and coordination with ecosystem partners (RTA, Custodian, Fund...