Wealth Operations Analyst

Job Title: Wealth Manager Location- Kolkata Job Summary: We are seeking a dynamic and results-driven Wealth Manager to join our team in a leading stock broking organization. The ideal candidate will have a minimum of 2 years of relevant experience in wealth management and a strong understanding of financial products, especially Portfolio Management Services...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth productsEngage with HNI/UHNI clients & understand their investment aspirationsEnsure Onboarding, handholding & educating clients on various Investment/PMS portfolioEnd to end client relationship mgmt.Monitoring clients portfolio & updating...

Crystal Cold Chain is building India's next-generation logistics backbone. With a nationwide presence in cold storage and transport, we partner with leading FMCG, food, and quick commerce companies. We are in a high-growth phase and investing in strong systems and processes to scale efficiently. Joining us means being part of a fast-growing, process-driven...

Role OverviewWe are seeking a seasoned professional to oversee a portfolio of high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent...

Business FunctionTechnology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners...

Location: Prabhadevi (Naman Midtown)Experience :5+ yrsCTC :12- 18 LPAKRA:Client Acquisition & Wealth Onboarding:Identify and onboard high-net-worth and ultra-high-net-worth clients to offer bespoke investment solutions including Mutual Funds, Insurance Broking, PMS, and other advisory services.• Sales Strategy & Product Structuring:Tailor financial...

Job DescriptionCompany DescriptionAt Truvestor Wealth, we are dedicated to achieving your financial goals, whether it involves deploying excess funds, managing cash flows, or providing insurance solutions. We are committed to offering accurate advice and suitable financial solutions that you can trust.Role DescriptionThis is a full-time on-site role for a...

Job Description: TPRM AnalystLocation: Remote (India) Shift: US Shift (Night Shift) Experience Required: 2+ Years Employment Type: Full-timeAbout the RoleWe are seeking a motivated and detail-oriented TPRM Analyst with a strong background in Third-Party Risk Management and GRC (Governance, Risk & Compliance) frameworks. The ideal candidate should have...

Company DescriptionWhite Martech Solutions Private Limited specializes in providing consultancy, advisory, project management, and execution services in technology development. Our offerings include software, AI, applications, web, and mobile apps, as well as comprehensive marketing services such as digital marketing and social media marketing. We are...

Chief Fun Officer (CFO) - Mutual Fund / Finance Industry The **Chief Fun Officer (CFO)** delivers creative and strategic leadership in cultivating a vibrant, engaging, and high-morale workplace within a highly regulated finance environment such as a mutual fund company. This role ensures that policies, compliance, and performance excellence coexist with...