Affluent Wealth Manager

Greetings Skills required: Wealth/ Investment/PMS/MF/AIFAs a Wealth Manager, you will be responsible for maintaining client relationships and generating assets under management (AUM). Your main focus will be on selling financial products to high-net-worth individuals (HNIs), with a preference for mutual funds and bonds.ResponsibilitiesDevelop and maintain...

Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...

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...

Job Title:Digital Marketing InternCompany:Digital AffluentLocation:PuneType:Internship (Full-time / Part-time)Duration:[e.g., 4-6 months]About Digital AffluentDigital Affluent is a results-driven AI digital marketing agency dedicated to helping brands grow their online presence and achieve measurable success. We specialize in performance marketing, social...

Experience of Affluent Banking Strong leadership quality Ability to build a TeamTo achieve the assigned business target of the RegionManage the business profitablyMonitor the business quality and customer service of NRI and Affluent segment Required Candidate profileStrategic role in NRI Ultra HNI Affluent Banking VerticalDrive cross-functional teams to...

About Us:We are a leadingWealth Management & Financial Advisory firmbased in Pune, offering tailored investment and financial planning solutions to individuals and businesses. Our focus is on building long-term relationships through trust, transparency, and performance-driven advice.Key Responsibilities:Engage with existing and prospective clients over...

Founded on a legacy of excellence ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals managing portfolios valued at over 1 million The Role Role Overview We are looking for a dynamic...

Job Description RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No. of Vacancies:1Reports to:Regional Insurance Specialist Is a Team leaderNoTeam Size:1 Grade:AVP / VP Business:Affluent BankingDepartment: Burgundy PrivateSub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth...

Key Responsibilities (KRAs):● Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms,   investment bankers, and AIF Cat-II fund managers. Build relationships through trust,market insight, and value-driven conversations.● Real Estate Investment Advisory: Consult clients on...

Job Title: Wealth ManagerLocation: Indore (On-site)Department: Sales & Real Estate InvestmentsReporting To: Financial Manager / CEOAbout the Role:At MicroMitti, were not looking for salespeoplewe're building a league of real estate wealth creators. As a Wealth Manager, your mission is to introduce India's most credible co-investment model to those who shape...