Executice assistant to CXO in Wealth Management

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

We are seeking a detail-oriented and proactive Executive Assistant – Operations to support the operational backbone of our Mutual Fund / ETF business. The candidate will work closely with senior leadership to ensure smooth functioning of daily operations, compliance with SEBI regulations, and coordination with ecosystem partners (RTA, Custodian, Fund...

Wealth ManagerPMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

Company DescriptionAdani Group is a diversified organization in India with a world-class transport and utility infrastructure portfolio across the country. Headquartered in Ahmedabad, Gujarat, Adani Group is a market leader in transport logistics and energy utility businesses, focusing on large-scale infrastructure development with practices benchmarked to...

1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5) Ensuring better...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company committed to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL is renowned for its transparent, data-driven, and objective-oriented approach to private wealth management. Proudly certified as...

As an Account Manager (AM) at our company, your main role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Assist the RM in creating financial plans for clients, ensuring alignment with their goals. - Regularly report on portfolio performance, asset allocation, and IRR. -...

Company DescriptionDynamics Wealth specializes in financial planning and consultancy, offering a variety of financial products available in the Indian Financial Market. Our services include insurance, mutual funds, fixed deposits, bonds, and capital market investments. We are committed to tailoring financial solutions to meet the unique needs of each client,...