
Senior Wealth Manager and Team Leaders
9 hours ago
This is a full-time on-site role located in Kolkata Dalhousie for a Sr. Equity Sales Managers and Team Leaders.
The Sr. Equity Sales Managers will be responsible for opening Demat and Trading A/c from their own source, collecting AUM from clients, managing client's equity portfolios, interacting with clients to understand their investment needs, providing investment recommendations, generating revenue and achieve their sales targets.
For Team Leaders they have to recruit their own team(minimum 5 members) and have to justify their team cost including them.
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Team Leader
6 hours ago
Kolkata, West Bengal, India Suvidha Placements Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Title: Team Leader Wealth ManagerDepartment: Wealth Management & Lending SolutionsRole OverviewWe are seeking a dynamic and experienced Team Leader – Wealth Manager to lead a high-performing team of wealth advisors. The ideal candidate will bring deep expertise in equity broking, investment advisory, and lending products including business loans,...
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Expert Wealth Manager
2 weeks ago
Kolkata, West Bengal, India beBeeDomain Full time ₹ 60,00,000 - ₹ 80,00,000Job Title: Wealth Management Domain ExpertWe are seeking a highly skilled Wealth Management domain expert to guide the successful implementation of our Digital Wealth platform. The ideal candidate will have deep knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and...
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Senior Wealth Management Specialist
2 weeks ago
Kolkata, West Bengal, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,10,000Senior Wealth Management SpecialistWe are seeking a seasoned professional to join our team as a Senior Wealth Management Specialist.The ideal candidate will possess a deep understanding of family office requirements and debt product offerings, with 3-8 years of experience in wealth management.The following responsibilities include:Interacting with...
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Wealth Manager
2 weeks ago
Kolkata, West Bengal, India Peoplemint Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob 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...
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Senior Wealth Manager
1 week ago
Kolkata, West Bengal, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Wealth Management Professionals Wanted About the RoleWe are looking for experienced Wealth Management professionals to join our team. If you have a passion for building long-term client relationships and driving financial growth, we would love to hear from you.Key Responsibilities:Develop and deliver customized financial solutions aligned with clients...
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Strategic Wealth Manager
1 week ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Key Role of a Senior Financial ConsultantThe objective of the senior financial consultant is to establish long-term relationships with affluent individuals by providing them exceptional wealth management services. Key responsibilities include building and maintaining client relationships, designing tailored investment solutions, and managing their overall...
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Wealth Manager
1 week ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 20,00,000Job OpportunityKey Responsibilities:Cultivate and maintain strong relationships with high-net-worth individuals to grasp their financial objectives and aspirations.Offer bespoke financial guidance and wealth management solutions tailored to clients' needs and risk tolerance.Regularly review and assess client portfolios, providing updates on performance to...
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Strategic Wealth Manager
1 week ago
Kolkata, West Bengal, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000Role 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...
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Senior Team Leader
2 weeks ago
Kolkata, West Bengal, India beBeeSeniorTeamLeader Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title: Senior Team LeaderAbout the Role:We are seeking an accomplished senior team leader to spearhead a high-performing development team in crafting top-notch, scalable web applications.The ideal candidate will possess strong expertise in Laravel, excellent leadership skills, and the ability to deliver projects efficiently while upholding coding...
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Senior Wealth Development Manager
5 days ago
Kolkata, West Bengal, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Regional Investment HeadThe ideal candidate will oversee bancassurance activities in the region, working closely with the affluent team to drive business growth and ensure customer satisfaction.Regional wealth head will play a key role in expanding our presence and achieving strategic growth.Lead and manage the affluent banking team in the region, drive...