Wealth Manager-CTC-9LPA

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

Company DescriptionFinogent Solutions LLP caters to affluent and high-net-worth individuals (HNWIs) globally, offering customized portfolio management and multi-office services covering Global Wealth Management. The firm provides specialized services to address the unique financial needs of HNWIs, distinct from those of mass affluent and retail investors....

Responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.Manage the existing and new client portfolio . Interested one can drop your CV

Responsibilities:* Manage HNIs' portfolios through mutual funds, PMS & brokerage services* Acquire new HNI clients for wealth management offerings* Increase investment opportunities through securities expertiseSales incentives

Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...

As aWealth Management Intern, you'll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.You'll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.Key...

Company DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...

About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - Manager / Sr Manager/AVP / VP / Sr VPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior experience...