Senior Wealth Manager

Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

Company DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...

About the Company: -Our client is a leading financial services organization, recognized for excellence in financial advisory,consultancy, and wealth management solutions. With strong expertise across Mutual Funds,Portfolio Management, Insurance, Equities, and Loans, they serve as a trusted partner for clients inachieving long-term financial growth.Roles &...

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,...

Company DescriptionAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success....

Job Description1) 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)...

We're Hiring at Navvflow Wealth.Looking for a young, dynamic Sales Executive who's passionate about finance, communication, and helping people make smarter investment choices.If you love connecting with people and want to grow fast in the wealth management industry — we'd love to meet you Location: Ahmedabad Full-time | On-site Languages: English, Hindi &...

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...

Were Hiring: Officer Social Media & Content CreatorLocation: Ahmedabad | Full-Time, On-SiteAbout Us:With over 30 years of experience, the greatest strength for WEALTH FIRST PORTFOLIO MANAGERS LTD has been the clients. Turning every challenge into an opportunity, we continue to deliver smart, steady, and client-centric investment solutions even during tough...

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...