Wealth Management Operations

Company DescriptionFUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs,...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients.• Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile• 5–15 yrs in wealth management/private banking.• Proven record with HNI clients, strong market knowledge, AIF/PMS expertise,...

Company DescriptionEsteem Client of DCSPL into Boutique investment.Role DescriptionThis is a full-time, on-site role located in Mumbai/Pune/Delhi/Bangalore/Chennai/Hyderabad/Delhi/NCR/Kolkata/Ahmedabad for a Founding Leader in Wealth Management. The role involves leading and managing wealth management operations, formulating strategies to attract new...

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and...

Key Responsibilities:a. Handling client queries from onboarding to client reporting.b. Creating pre-sales and sales pitch decks.c. Assisting founder in all financial areas.Note - This job is holistic in nature and needs someone who has a problem solving attitude.Pl fill this google form alongwith your application -

Company descriptionShuru Up is a wealth-tech platform democratising access to India's private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops,...

Job Description1) 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)...

Tired of hearing "1-2 years of experience" for an entry-level role?We hear you.At Centric Wealth Advisors LLP , we're looking forfreshers in Ahmedabadwho are eager to learn, curious about investments, and ready to dive into the world of finance.Here's what the role looks like:You'll handle client onboarding, KYC, and documentation.You'll be the primary point...

Key Responsibilities:a. Handling client onboarding right from collecting necessary documents,KYC verification, Re-KYC, Banking Operations like processing cheques,NEFT, RTGS, Positive Pay.b. Swift and timely coordination between clients and asset managementcompanies.c. The candidate should be proficient in Hindi, English and Gujarati.d. Should have right...

About the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience inInstitutional tradeswith the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...