Wealth Manager

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

Company DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...

Wealth ManagerPMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: **Client Facing** - Setup and attend Client Meetings, Prepare meeting...

Wealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 1–4 Years (Flexible depending on candidate profile)Gender Preference: Female Candidates Only (as part of diversity hiring initiative)About 360acbs:360acbs is a trusted name in the financial services industry,...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

Company DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Client onboarding including KYC, data gathering, documentation and...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Client onboarding including KYC, data gathering, documentation and...