Wealth Communication Lead

Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

Dalmia Wealth Pvt. Ltd. is one of the largest boutique wealth management companies in India with strong values, ethical practices, and employee and client-centric.Role OverviewWe are seeking a dynamic and results-driven Team Lead to manage a team of Relationship Managers (RMs) and drive conversions from qualified leads into active investing clients. This...

Reports to: AVP, Business HeadCTC Range: ₹4 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent analytical and multitasking capabilitiesSelected Intern's...

About UsSkybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.Role OverviewWe are seeking a senior digital performance marketing leader...

Probitus wealth isa fast growing wealth management firm and is currently looking for CFPs/Qpfp with no less than 3 years of experience in both financial planning and investment advisory. Candidate is expected to have excellent communication skills both verbal and written and has to be based in Mumbai. Office location is Matunga, Mumbai. Kindly send your CV...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

Job descriptionJob Title: – Wealth Manager - AIF Category II (Sales)Location: Charni RoadDepartment: InvestmentsAbout the RoleWe are seeking an experiencedWealth Managerwith proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network...

Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....

Company Overview: Zigsaw is a leading financial services organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a strong focus on customer satisfaction and achieving revenue targets, Zigsaw offers a wide range of financial products and services to meet the diverse needs...