Private Wealth

5 days ago

Jamnagar, Gujarat, India ICICIDirect Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & Responsibilities:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Equity
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

  • Relevant experience of years
  • Should have strong understanding of wealth management products, including AIFs and PMS.
  • Should have a proven track record of building and managing relationships with high-net-worth individuals.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

  • Assistant Manager

    4 weeks ago

    Jamnagar, Gujarat, India Sashr Consultants Full time

    Job Title Designation Asst Manager - Customer Service and Operations Job Location GIFT City Ahmedabad Roles and Responsibilities - Handling end to end Onboarding Customer Service and Operation s activities involving but not limited to following activities - Undertake end-to-end documentation for individuals non-resident and institutional clients -...

  • Only 24h Left Accounts Lead

    4 weeks ago

    Jamnagar, Gujarat, India WorkQuest Full time

    CAREER OPPORTUNITYWelcome to Miracles Fin-tech we bring a fresh approach to the world of stock brokers baked by a wealth of experience in the industry Our core focus lies in continuous research development where our traders are equipped with the power of algorithmic trading a dedicated lease line connection enabling lightning-fast execution ...

  • Machine Maintenance Engineer

    6 days ago

    Jamnagar, Gujarat, India A1 human wealth management private limited Full time ₹ 3,60,000 - ₹ 6,00,000 per year

    Job Tittle :- Machine Maintenance EngineerIndustry : Manufacturing IndustryJob Location :- Jamnagar (Gujarat)Qualification :- Diploma in Engineering / B.E. (Mechanical / Electrical / Mechatronics preferred).Working Days :- Saturday to Thursday ( Friday is Off)Experience: Minimum 5 yrs requiredKey Responsibilities:1. Preventive Maintenance:Perform routine...

  • Associate, Client Services

    3 weeks ago

    Jamnagar, Gujarat, India S&P Global Full time

    About the Role Grade Level for internal use 07 The Role Associate Client Services The Team Capital Markets Client Services Our data analytics and research help our customers make informed smarter business decisions and investments We are looking for high achievers who are passionate about client services and want to develop their careers in a...

  • Senior Relationship Manager

    2 weeks ago

    Jamnagar, India Axis Mutual Fund Full time

    Job Title: Senior Relationship Manager – Wealth & PCG Department: Sales, Wealth & Family Office Position Grade Range: Basis eligibility and evaluation Location: Ahmedabad Who we Are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across...

  • Investor Relations Manager

    1 week ago

    Jamnagar, India The Leaders Hive Full time

    Job Title: Investor Relations Associate Location: Ahmedabad About the Role We are seeking a passionate and energetic Investor Relations Associate to join our team. The role involves engaging with High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs), supporting fundraising initiatives, and promoting investment offerings. Key...

  • ▷ [Urgent] Service Relationship Manager - Private Wealth - Bank (4-10 Yrs) Ahmedabad (bfsi Sales)

    4 days ago

    Jamnagar, India MintSkill HR Solutions Full time

    1 Engagement Satisfaction Build and maintain strong client relationships ensuring high satisfaction levels 2 Issue Resolution Promptly address and resolve client concerns keeping them informed throughout the process 3 Product Knowledge Possess in-depth understanding of financial products like Mutual Funds PMS AIF Structured Products Bonds and...

  • Fund Accounting

    7 hours ago

    Jamnagar, India Eton Solutions LP Full time

    About the Company Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton’s AtlasFive® is a comprehensive enterprise management platform specifically designed to allow today’s modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More details please...