Playing Captain – Wealth

As a Playing Captain - Wealth (Pan India) based in Mumbai at Synergy HR Consultancy, your role involves leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Your daily tasks will include client relationship management, overseeing investment portfolios, and providing...

Profile : Wealth ManagerLocation : MumbaiJob Summary :As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a...

Role & responsibilitiesHave 3 DifferrentAdvisior -PCGCandidate should have experience into Trading and Order PunchingCandidate should have exp handling the HNI and UHNI ClientsCandidate should have exp of client acquisition and client servicingCandidate will have target of cross selling post completion of 2 yrs in MOCandidate should have knowledge of...

Who are we?Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably.Our data-driven platform empowers you to make smarter investment...

Location: Goregaon East, MumbaiType: Full-timeExperience: 2 years preferredIndustry: Financial Services / Wealth Recovery / DematerialisationAbout Crystal Peak WealthCrystal Peak Wealth is a trusted firm specializing in the end-to-end dematerialisation and recovery of old physical share certificates for investors across India. We help clients unlock hidden...

JOB DESCRIPTIONJoin our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Within...

About The Role   "¢Play a key role in meeting the business objectives through timely implementations of software products in the Investments and Wealth "¢Understanding a given technology product architecture & design and work on continuous improvement "¢Carry out deployments ensuring proper release / version control "¢Identify & build test scenarios...

Business Development ManagerLocation:MumbaiCompany Overview:MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their...