
Branch Head
10 hours ago
Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
Ensure all operations day to day integration along with seamless Liasoning with Research Team
Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only)
MBA/CA/CFA or relevant financial qualification preferred.
- 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory
Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners
Candidates willing to shift along with their teams are welcome
PRIVATE BANKING experience only , Family Office experience also share
Analyst , Equity traders , Operations exp only pls excuse
Perks and benefits
CTC ; lacs (Negotiable & not a constrain for the right candidate commensurate with exp )
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Branch Head
2 days ago
Pune, Maharashtra, India Livnest Technologies Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSeeking an experienced Branch Head to lead sales and operations. Responsible for team management, revenue growth, builder relations, and branch profitability. Strong leadership, real estate expertise, and target orientation required.
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Branch Head
6 days ago
Pune, Maharashtra, India ONOC Full time ₹ 15,00,000 - ₹ 20,00,000 per yearWe're Hiring – Branch HeadLocation: PuneCTC Range: 15–20 LPAExperience: 10+ YearsRequirement: Corporate Sales expertise with team handling & branch management experience.Share CV at: Job Type: Full-timeWork Location: In person
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Branch Head- insurance
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Branch Manager
12 hours ago
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Branch Head
2 days ago
Pune, Maharashtra, India Yubi Markets Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout YubiYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed...
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Branch Manager
4 weeks ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Title: Branch Manager Department: Sales, Business Development & Team Management Industry: Financial Services / Broking Reporting to: Cluster Head / Regional HeadAcademic BackgroundBachelor's degree in Finance, Commerce, Economics, or a related field (MBA preferred).Work ExperienceMinimum 5+ years of experience in the equity market.At least 2 years in a...
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Sales and Marketing Branch Operations
3 days ago
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Branch Manager
4 weeks ago
Pune, Maharashtra, India LDS Infotech Pvt Ltd Full timeJob Description – Branch Manager (Pune)Company: LDS Infotech Pvt. Ltd.Department: Sales & MarketingDesignation: Branch Manager – PuneLocation: PuneNo. of Positions: 1About UsLDS Infotech Pvt. Ltd. has been delivering world-class IT Products, Cloud Solutions,Services, and Consulting to a wide range of businesses. Our mission is to enableorganizations to...
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Branch Manager
4 days ago
Pune, Maharashtra, India LDS Infotech Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description – Branch Manager (Pune)Company: LDS Infotech Pvt. Ltd.Department: Sales & MarketingDesignation: Branch Manager – PuneLocation: PuneNo. of Positions: 1About UsLDS Infotech Pvt. Ltd. has been delivering world-class IT Products, Cloud Solutions,Services, and Consulting to a wide range of businesses. Our mission is to enableorganizations to...
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Finance Head
6 days ago
Pune, Maharashtra, India KRISHNA RAJARAM ASHTEKAR AND JEWELLERS Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description – Finance HeadCompany: Krishna Rajaram Ashtekar JewellersLocation: KRA House, 1056, Abhinav Chowk, Shukrawar Peth, Tilak Road, Pune – 411002Reports To: DirectorAbout the CompanyKRA Jewellers is a reputed jewellery brand with a legacy of over 88 years, known for authenticity, customer service, and operational excellence. With 12+ showrooms...