Wealth Manager

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide...

Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

Company DescriptionFinogent Solutions LLP caters to affluent and high-net-worth individuals (HNWIs) globally, offering customized portfolio management and multi-office services covering Global Wealth Management. The firm provides specialized services to address the unique financial needs of HNWIs, distinct from those of mass affluent and retail investors....

Responsibilities:* Sales of Unlisted Equity /Pre -IPO Shares, Private Equity or Wealth Products.* Develop wealth strategies using mutual funds and private wealth solutions.Health insurance

Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...

About Us:Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achievingsales...

Company DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...