Wealth Manager

Company DescriptionNavya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we...

Company DescriptionSMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and...

Company DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...

Company DescriptionAnand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a leading full-service investment bank, established in 1994, providing a wide array of financial solutions to individuals, institutions, and high-net-worth clients. With a strong presence in over 350 locations across India and international operations in Dubai, Hong Kong, and New York,...

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise...

We are seeking an energetic and persuasive Telesales Executive to join our team. The candidate will be responsible for cold calling prospects from our database to either onboard them as channel partners or convince them to invest in our financial products such as bonds and mutual funds.This role is ideal for someone with strong communication skills and a...

Job Title: Senior Relationship Manager / Wealth Manager – Private WealthLocations: Bhubaneswar, Ranchi, Jamshedpur, KolkataJob Type: Full-timeDepartment: Private Wealth / Wealth ManagementExperience Required: 3 to 10 yearsEducation: MBA / Post Graduate (Preferred)About the RoleWe are hiring experienced professionals for the role of Senior Relationship...

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Job ID: 36355Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 10 Nov 2025Job SummaryAs a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. You'll provide...