Wealth Manager
4 days ago
2. Portfolio Review to be done monthly with clients for deepeningthe Client relationship.
3. Ensure adherence toCompliance process for advice given
4. 1 New to Firmrelationship to be sourced on monthly basis with min tick size of25 lacs for Broking or IP
5. Daily meetings to be donewith existing clients and new prospects for business. RoleRequirements EducationalQualifications: Graduation in any discipline MBA FinanceNCFM
Experience: 3 Years in Equity / MF / PMS /Broking
Domain Knowledge: Understanding of capitalmarkets Good knowledge of Equity DerivatesDerivate Strategies and Hedging Concepts
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Senior Wealth Manager
5 days ago
Sany, India Feufo Inc Full timeJobDescription:ROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport withcustomers. We expect...
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Senior Wealth ManagerSenior Relationship Manager
2 weeks ago
Sany, India Feufo Inc Full timeOverall Experience:4years of experience.What were lookingforWe are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport...
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Senior Wealth ManagerSenior Relationship Manager
2 weeks ago
sany, India Feufo Inc Full timeOverall Experience: 4years of experience.What were lookingfor We are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build...
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Wealth Manager
2 weeks ago
Sany, India MAGNA.WORK Full timeIf you love to interact withpeople have a passion for personal finance and can be a trustedcompanion to our customers in their financial journey then do readfurther about yourresponsibilitiesCoreResponsibilities:Engagewith the clients regularly and conduct their portfolioreviews.Understand the clients goals aims andaspirations and ensure his investment...
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Sany, India Feufo Inc Full timePosition: Senior WealthManager/ Senior RelationshipManagerExperienceRequired: 3yearsLocation:28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnatakaBudget:8 10LPAJobDescriptionROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our...
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sany, India Feufo Inc Full timePosition: Senior WealthManager/ Senior RelationshipManager ExperienceRequired: 3yearsLocation: 28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnatakaBudget: 8 10LPAJobDescription ROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways...
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Relationship Manager
4 days ago
Sany, India Acme Services Private Limited Full timeJobDescription: Responsibilities: Contactingand following up with new prospective Clients and setting up newbusiness opportunities. Convert prospects into customersby showcasing appropriate residential properties to the prospectsmatching the investment/residential needs of theprospects. Plan approaches and pitches Buildrelationships with new clients. In some...
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Wealth Manager
5 days ago
sany, India RipplesIndia Group Full timeJob Summary Responsible to Brokerage generation primarily throughadvising HNI clients on their Equity & Derivative portfolio.Newclient acquisition for BrokingInvestment products PMS/MF/FixedIncome and Insurance on as per assigned targets KeyDeliverables 1. Ensure timelyadvice to customers for Equity and Derivative markets2. Portfolio Review to be done...
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Sany, India Cephas Consultancy Services Private Limited Full timeTax Manager PCSIndividualWe look for individuals whowelcome new ideas encourage innovation and are eager to make animpact. Whether you re starting out in your career or taking yournext step as a seasoned professional our experience is oneofakind.You can design a career you ll love from top to bottom we give youthe tools you need to succeed and the autonomy...
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Business Development Executive
2 days ago
sany, India FYERS Securities Private Limited Full timeFYERSAsset Management Private Limited(FAMPL) apioneering firm that blends the wisdom of traditional investingwith a modernhighconviction approach dedicated to empoweringresilienthighrisk profile investors in India.Our mission is toidentify emerging opportunities in the Indian equitiesmarketoptimizing them through our "Pillars ofProsperity" investment...
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SAP Master Data Management
2 weeks ago
Sany, India NAXCON GmBH Full timeNAXCON GmbH is a leading company in the German IT and engineering industry, located in Freiburg. Their experts excel in software and hardware development, as well as cutting-edge technologies like artificial intelligence and virtual reality.The team at NAXCON GmbH is dedicated to both project work for clients and internal innovation projects, showcasing...
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Design Manager
2 weeks ago
Sany, India thimblerr Full timeAbout The Company: Thimblerr is a start-up striving to revolutionize how fashion brands manufacture and source their products. We are building a platform for the fashion industry that enables brands to design and produce their products swiftly and in line with market demands. By utilizing advanced technology and data analytics, our goal is to streamline the...
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Fintech Product Owner
2 months ago
Sany, India TFO Full timeOverviewThe FintechProduct Owner plays a crucial role in the organization by leadingthe development and management of innovative financial technologyproducts. They contribute to the companys success by understandingcustomer needs driving product development and ensuring seamlessexecution of product strategies.KeyresponsibilitiesDefine andprioritize product...
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Fintech Product Owner
2 weeks ago
Sany, India TFO Full timeOverviewThe FintechProduct Owner plays a crucial role in the organization by leadingthe development and management of innovative financial technologyproducts. They contribute to the companys success by understandingcustomer needs driving product development and ensuring seamlessexecution of product strategies.KeyresponsibilitiesDefine andprioritize product...
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Digital Marketing Manager
2 weeks ago
sany, India APPSeCONNECT AUTOMATION PRIVATE LIMITED Full timeMARKETINGHYBRID DIGITALMARKETING MANAGER Hi I mJhilik VP Marketing at APPSeCONNECT. We re building anintegration platform throughwhich enterprises can connect their business applications like ERPsystems (SAP Microsoft Dynamics NetSuite and others) with ecommercewebsites CRM solutions and more. Overthe past year APPSeCONNECT has undergone a phenomenal...
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Fintech Product Owner
1 month ago
sany, India TFO Full timeOverview The FintechProduct Owner plays a crucial role in the organization by leadingthe development and management of innovative financial technologyproducts. They contribute to the companys success by understandingcustomer needs driving product development and ensuring seamlessexecution of product strategies.Keyresponsibilities Define andprioritize product...
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Associate Director
2 weeks ago
sany, India Randstad India Full timeVice President/AssociateDirector/ Director Chennai/Coimbatore/Tirupur/Trivandrum15 Years or Above MBA Finance orequivalent JobDescription: New Client Acquisition Assetallocation analysis & Financial Planning Handling a portfolio of UHNI clients with the teamleader Growing share of wallet of the clientstotal portfolio (AUM/AUA) Understanding theclients...
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Associate Director
2 weeks ago
sany, India Randstad India Full timeVice President/AssociateDirector/ Director Chennai/Coimbatore/Tirupur/Trivandrum15 Years or Above MBA Finance orequivalent JobDescription: New Client Acquisition Assetallocation analysis & Financial Planning Handling a portfolio of UHNI clients with the teamleader Growing share of wallet of the clientstotal portfolio (AUM/AUA) Understanding theclients...
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Digital Marketing Manager
4 weeks ago
sany, India APPSeCONNECT AUTOMATION PRIVATE LIMITED Full timeMARKETINGHYBRID DIGITALMARKETING MANAGER Hi I mJhilik VP Marketing at APPSeCONNECT. We re building anintegration platform throughwhich enterprises can connect their business applications like ERPsystems (SAP Microsoft Dynamics NetSuite and others) with ecommercewebsites CRM solutions and more. Overthe past year APPSeCONNECT has undergone a phenomenal...
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Associate Director
4 weeks ago
Sany, India Randstad India Full timeVice President/AssociateDirector/ Director Chennai/Coimbatore/Tirupur/Trivandrum15 Years or Above MBA Finance orequivalent JobDescription: New Client Acquisition Assetallocation analysis & Financial PlanningHandling a portfolio of UHNI clients with the teamleader Growing share of wallet of the clientstotal portfolio (AUM/AUA) Understanding theclients needs...