Wealth Management Manager- RM Profile- individual Role- Finance Role

About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

Job Description:The Head of Department (HOD) for Wealth Profile focusing on Mutual Funds, Fixed Deposits (FDs), andDemat Accounts will lead and manage the strategic direction of these specific wealth management services.This role requires a deep understanding of mutual funds, fixed deposit products, demat accounts, and otherwealth management solutions,...

Company DescriptionFundTQ is a premier investment banking firm, ranked among the top 5 in India. We are a team of seasoned professionals committed to delivering tangible financial impact and strategic growth for our clients. Our approach is performance-driven, focusing on executing transactions and driving measurable outcomes. We are built on trust,...

Key ResponsibilitiesBusiness Finance (70%)Prepare and update MIS reports, financial dashboards, and monthly summariesMaintain accurate financial records and ensure timely reconciliationsSupervise day-to-day accounting, invoicing, expense tracking, and payments of multiple entities in different jurisdictions.Support budgeting and forecasting by gathering and...

Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients .Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...

Job DescriptionLocation - Gurgaon, Haryana - IndiaPosition- VP/Sr.Director - FinanceShift Time- Day/Afternoon Global RoleFunctional Role (Job Description)This is a leadership role, accountable for overseeing and managing the financial operations, strategies and performance of the organization. The role involves managing financial planning, Reporting,...

Company DescriptionBajaj Capital Ltd. is a trusted financial services company with over 60 years of experience helping clients protect and grow their wealth. We are committed to providing need-based financial solutions, building lifetime client relationships, and ensuring value through high-quality mentorship and research. Our diverse range of financial...

HashtagOrange is hiring for full-time, on-site roles in Gurugram (Monday–Friday).We are looking for driven and skilled individuals who can thrive in a fast-paced agency environment.Open Positions:• Junior Copywriter• Junior Art Director• SEO Executive• Backend Developer / TechExperience Required: 3–4 yearsIf you or someone you know is interested,...

To apply, visit –  Position:Wealth Manager (Global Markets) – GurgaonLocation:Gurgaon, IndiaExperience Required:5+ YearsApply here:Click to ApplyJob Title: Wealth Manager – Global Markets (Gurgaon)About the RoledeVere Group, one of the world's leading independent financial advisory organisations, is hiring experienced Wealth Managers to join their...

About Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...