Senior Wealth Manager

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...

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,...

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,...

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 -

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)...

Company DescriptionEsteem Client of DCSPL into Boutique investment.Role DescriptionThis is a full-time, on-site role located in Mumbai/Pune/Delhi/Bangalore/Chennai/Hyderabad/Delhi/NCR/Kolkata/Ahmedabad for a Founding Leader in Wealth Management. The role involves leading and managing wealth management operations, formulating strategies to attract new...

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...

We're Hiring: Relationship Manager - Wealth ManagementAB Vistrat is proud to enable our client and strategic partner, Rudra Consultancy Pvt. Ltd, as they integrate and scale their wealth management vertical in Ahmedabad.An opportunity to be part of a transformative journey as Rudra Consultancy builds its wealth management practice from the ground up with AB...

Company DescriptionWealthy is a Fintech wealth management platform that enables professionals to grow wealth for investors. Our platform is used by thousands of partners across the country to focus on their clients, earn a fair share of revenue, and build a second income.Role DescriptionThis is a full-time Branch Manager role based in Ahmedabad, with...