Wealth Manager

Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

Company DescriptionFUNDSMART FINSERV PVT LTD is a professionally run AMFI-registered mutual fund distribution company specializing in mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. Leveraging industry expertise, the company provides personalized financial guidance to help clients navigate investment complexities,...

Work Level: IndividualCore: Self MotivatedLeadership: DecisiveIndustry Type: BankingFunction: Wealth ManagerKey Skills: Wealth,Private Wealth,HNI,Investment Banking,Mutual FundEducation: PG/ MasterNote: This is a requirement for one of the Workassist Hiring Partner.Roles & ResponsibilityAccountable for achieving monthly & annual sales targets, as...

Responsibilities:Manage and Service existing client portfolios insurance productsMIS formation and maintenanceResearch and trainingsCollaborate with sales team on new business opportunitiesMeet revenue targets through mutual fund & InsuranceSales incentivesPerformance bonus

Company DescriptionPurnartha is a leading SEBI-registered provider of Portfolio Management Services (PMS), with over a decade of expertise in delivering research-driven investment solutions. Inspired by the philosophy of "Vasudhaiva Kutumbakam," the firm prioritizes client-centric, transparent, and trust-driven wealth management approaches. Purnartha...

We are looking for a highly skilled and experienced Wealth Sales Relationship Manager to join our team. The ideal candidate will have a strong background in sales and relationship management, with a proven track record of success in the industry.Roles and ResponsibilityDevelop and maintain strong relationships with clients to understand their financial goals...

Project Role :Business AnalystProject Role Description :Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information.Must have skills :Avaloq...

Support AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Cross selling products of the bank based on the customer need Required Candidate profileGrade - Manager, Sr Manager & AVP BFSI Industry & FMCG Sales candidates can apply. Wealth Management/ CASA...

Designation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate...