Hiring For Wealth Manager/ Relationship Manager Wealth- Stock Broking

Company Description InCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries. Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise....

Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

Job Description Company Description Bajaj Capital Insurance Broking Limited (BCIBL) is a prominent insurance broker in India, licensed by the Insurance Regulatory and Development Authority (IRDA) since 2004. Serving over six lakh clients, BajajCapitalInsurance.com is owned and operated by BCIBL and is a leading portal for insurance comparison,...

Job Title: Private Banker AdvisoryLocation: Bangalore / Chennai / MumbaiAbout the RoleWe are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to...

Role & responsibilitiesAdvising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.Asset allocation, financial planning and risk management according to client risk profile.Acquiring New Clients, activation of inactive clients, client retention.360-degree Financial planning of HNI, UHNI...

Job Description Company Description Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by Vasudhaiva Kutumbakam, emphasizing treating our clients investments as our own. We provide personalized, research-backed PMS focused on...

We're Hiring : Private Wealth Managers - Geojit Private Wealth Are you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platforms Location : Chennai What we offer : · Robust product suite & digital tools · Entrepreneurial freedom & growth · Client-first, performance-driven...

Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

Job Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...