Wealth Manager

• 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,...

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and...

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 -

Company descriptionShuru Up is a wealth-tech platform democratising access to India's private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops,...

Direct MarketingSenior Wealth ManagerLocation: 170, AhmedabadDepartment: Direct MarketingReports to: Customer Relationship ManagerPurposeTo acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.Key ResponsibilitiesSource new business through direct sales channels...

AFFLUENT WEALTH TEAM LEAD Job SpecificationsRole Designation: Cluster Manager-Investment ProductsDepartment: Investment ProductsFunction: Sales Company: MOFSL Reporting to: Regional HeadLocation: AHEMDABADJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet...

About the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience inInstitutional tradeswith the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...

Position:- Relationship manager ( Wealth Management )Female candidates only who have career Gap more than 6 Month required.Core Responsibilities :-Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer...

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...

DESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...