Senior Wealth Manager

Company DescriptionFUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs,...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients.• Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile• 5–15 yrs in wealth management/private banking.• Proven record with HNI clients, strong market knowledge, AIF/PMS expertise,...

Company descriptionShuru Up is a wealth-tech platform democratising access to India's private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops,...

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and...

Key Responsibilities:a. Handling client queries from onboarding to client reporting.b. Creating pre-sales and sales pitch decks.c. Assisting founder in all financial areas.Note - This job is holistic in nature and needs someone who has a problem solving attitude.Pl fill this google form alongwith your application -

Wealth Relationship ManagerLocation:AhmedabadPosition: Full-TimeAbout Caring Click EnterpriseClick Enterprise is a growingwealth-management and financial-distribution firmbased in Ahmedabad, servingclients across India.We offer investment solutions inEquity Broking, Mutual Funds, PMS, AIF, Bonds, and Insurance, helpinginvestors achieve long-term financial...

AFFLUENT WEALTH TEAM LEAD Job SpecificationsRole Designation: Cluster Manager-Investment ProductsDepartment: Investment ProductsFunction: Sales Company: MOFSL Reporting to: Regional HeadLocation: AHEMDABADJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet...

About the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience inInstitutional tradeswith the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...

Position:- Relationship manager ( Wealth Management )Female candidates only who have career Gap more than 6 Month required.Core Responsibilities :-Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer...