Relationship Manager – Unlisted Market

At Savitr Investments, we are on a mission to make investing simple, smart, and accessible. We are looking for a Client Acquisition Manager to drive our growth by bringing in new clients and helping them explore the best of what we offer – Demat Accounts, Mutual Funds, PMS/AIFs, Insurance, Loans, and even Unlisted Shares.Key Responsibilities- Acquire new...

At Savitr Investments, we are on a mission to make investing simple, smart, and accessible. We are looking for aClient Acquisition Managerto drive our growth by bringing in new clients and helping them explore the best of what we offer – Demat Accounts, Mutual Funds, PMS/AIFs, Insurance, Loans, and even Unlisted Shares.Key ResponsibilitiesAcquire new...

Job Title: Senior Relationship Manager- Wealth Management SolutionsLocation: Mumbai - (with Travel)Job Type: Full-timeRole Overview:We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS,...

Position: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

Key Responsibilities:Investment Strategy Development:Develop and implement investment strategies for Unlisted, PreIPO & Startup stocks.Take investor pitch meetings with entrepreneurs, evaluate investments, and track deal flowConduct thorough market research and analysis to identify trends, opportunities, and risks.Stay updated with global economic and market...

Equity Operations SpecialistAbout the Role:We are seeking a highly skilled Equity Operations professional with strong coordination and communication skills. Experience in revenue MIS preparation, share transfer coordination, and client query resolution is essential.Key Responsibilities:- Coordinate with relationship managers for unlisted shares deals and...

 Job Description: Relationship Manager Wealth Management (Sales) Location: Mumbai Lower Parel, Kolkata (On-site) Department: Wealth Management Reporting To: Vice President Wealth Management Compensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals...

We are looking for Sr Marketing Manager with a minimum of 10 years of experience in SEO, PPC, SMO, ORM, and influencer marketing. This role is critical for developing and executing comprehensive marketing strategies to enhance our brand's presence and engagement.Location: Mumbai & Mohali BothKey Responsibilities:• Develop and implement marketing strategies...

Job DescriptionJob SummaryRole & responsibilities:1. Coordination with relationship manager for unlisted shares deals and complete documentation2. Revenue MIS preparation for RM and branch3. Coordinate with account team and operation team for share transfer4. Maintaining service standard and client query resolution5. Resolve RM query related to unlisted...