Wealth Manager

About the Company: -Our client is a leading financial services organization, recognized for excellence in financial advisory,consultancy, and wealth management solutions. With strong expertise across Mutual Funds,Portfolio Management, Insurance, Equities, and Loans, they serve as a trusted partner for clients inachieving long-term financial growth.Roles &...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients.• Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile• 5–15 yrs in wealth management/private banking.• Proven record with HNI clients, strong market knowledge, AIF/PMS expertise,...

Company DescriptionAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success....

Key Responsibilities:a. Handling client queries from onboarding to client reporting.b. Creating pre-sales and sales pitch decks.c. Assisting founder in all financial areas.Note - This job is holistic in nature and needs someone who has a problem solving attitude.Pl fill this google form alongwith your application -

Job Description1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5)...

Wealth Relationship ManagerLocation:AhmedabadPosition: Full-TimeAbout Caring Click EnterpriseClick Enterprise is a growingwealth-management and financial-distribution firmbased in Ahmedabad, servingclients across India.We offer investment solutions inEquity Broking, Mutual Funds, PMS, AIF, Bonds, and Insurance, helpinginvestors achieve long-term financial...

We're Hiring at Navvflow Wealth.Looking for a young, dynamic Sales Executive who's passionate about finance, communication, and helping people make smarter investment choices.If you love connecting with people and want to grow fast in the wealth management industry — we'd love to meet you Location: Ahmedabad Full-time | On-site Languages: English, Hindi &...

Designation -Account ManagerEducation -Graduation + CACTC Offered -11.11L (8.5L Fixed)Location -Ahmedabad, GujratAn Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

We're Hiring – Multiple Open PositionsLooking to grow your career in the financial and investment domain?Join our expanding team acrossGujarat, Maharashtra, and GoaOpen RolesSales Relationship Managers (Broking Division) – Multiple openings Experience: 1–4 years | CTC: Up to ₹6 LPAEquity Dealers – Multiple openings Experience: 1–3 years...

About UsWaves of Wealth (formerly Dev Advisory Services) is a fast-growing stock market education and trading firm. We specialize in technical analysis, advanced trading strategies, and client-centric advisory. We are looking for a sales-oriented Equity Dealer to join our team and grow our client base while handling execution of trades.Key...