Wealth Manager

Qualification & Skills:Education qualification: GraduateExperience: Minimum 3 years of experience as Wealth Manager in AMC/Bank/Broking CompanyRoles & Responsibilities:Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products : Mutual Funds, PMSHandle and manage clients.Experience of advising clients...

Company DescriptionKotak Private is the pre-eminent banker to India's wealthiest, with 60% of India's richest having chosen us for our cutting edge investment solutions. We offer a holistic financial platform tailored to meet the needs of our high-net-worth clients. Our comprehensive suite of services is designed to provide the best financial solutions for...

Some 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.International Wealth and...

Company DescriptionBajajCapital Ltd. has been providing need-based financial solutions for over 60 years, helping clients protect and grow their wealth. With a focus on creating lifetime client relationships through a happy and secure team, BajajCapital offers a diverse range of financial products. The company is known for its safe and secure methods,...

Company DescriptionPLANITT simplifies wealth creation by assisting individuals and families in building financial freedom through mutual fund distribution, transparent advisory, and investment education. With a client-first and trust-driven approach, PLANITT emphasizes commission-free services. Our focus on wealth management and investment education helps...

About Saaivista Investment Services Pvt. Ltd.Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒),𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬...

Opening with a leading Fund Management Company..!!Role : Relationship Manager - Wealth Location : Mumbai Key Responsibilities: * Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.* Managing and growing existing...

Job Description - Branch Manager For One of the Leading Capital Market Company - Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. - Ensure branch profitability and business surplus through asset gathering. - Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Job Description Responsibilities: - Sales Leadership (PMS/AIF): Provide visionary sales leadership specifically for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) products, driving revenue growth and market share. - Marketing Strategy & Brand Positioning: Develop and execute comprehensive marketing strategies, ensuring strong...

Some 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. International Wealth and...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Senior Associate, Treasure Relationship Manager, Consumer Banking Group-(WD77478)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of...

If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at Key ResponsibilitiesClient Acquisition & Relationship Management:Identify and attract new HNI clients through strategic efforts and referrals.Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.Ensure high levels...

**Responsibilities**: 1.Client Onboarding & Management 2.Transaction Processing 3.Compliance and Regulatory Adherence 4.Client Relationship Management 5.Reporting & Reconciliation 5.Coordination and Communication 6.Data Management **Required Skills**: - Strong understanding of capital market & debt market operations. - Proficiency in Excel & Word -...

Job Description Why Join us We are redefining wealth management in India by combining innovation, technology, and human expertise. As a Cluster Manager, you will have the opportunity to build your own network, lead dynamic teams, and play a key role in shaping the company's growth story. Role Overview The Cluster Manager will be responsible for identifying...

Looking after all activity related to IT Department - Responsible for System Maintenance and Network Management - Responsible for software implementation and upgradation - System Installation, Configuration and updation - Work related to all Technical support - Setting up LAN and WAN - Troubleshooting Computer Systems Experience**:Minimum - 2...