Wealth Manager - Pune, Maharashtra

The purpose of the job is to build and nurture strong relationships with high-net-worth clients. · ...

This is a full-time on-site role located in Pune for a Wealth Manager. The Wealth Manager will be responsible for providing financial planning and investment management services to clients, · Proficiency in Financial Planning and Investment Management · Strong knowledge of Invest ...

Wealth Relationship Manager Ctc 16 lac per anm · Elite Relationship Manager - CTC up to 10 lac · Branch Relationship manager ( Team Leader) Ctc-9 lpa · Perks and benefits · Interested share cv Location-Pune · ...

This is a full-time role for a Wealth Manager based in Pune offering financial planning and investment management services tailored to meet client needs. · Responsibilities include providing expert advice on mutual funds, insurance, and other financial solutions, building long-te ...

We are seeking an experienced and highly trusted Wealth Manager to manage and oversee the personal and family investments of the Founder through a dedicated Family Office. · Develop and execute comprehensive wealth management strategies aligned with the Founders financial goals. ...

Manage HNI/Ultra-HNI portfolios by offering wealth, investment, insurance, and CASA solutions. · Drive acquisition, · ...

· 1. Acquisition of new Customers and Increase book size. · 2. Establish smooth relationships with new && existing clientele to generate new business · and to solicit referrals Domestic and NR. · 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activ ...

The Wealth Manager will acquire new clients with open market skills to effectively communicate interact and work with individuals and groups. · The role involves acquiring HNI and Ultra HNI clients ready to accept a challenging role requiring interpersonal skills pre-offer letter ...

A wealth manager analyzes a client's financial situation to create personalized plans for investment, retirement, and estate planning, managing portfolios to meet their goals while providing ongoing advice and guidance. Key responsibilities include assessing client objectives, im ...

Wealth Manager role at Workassist involves achieving sales targets, implementing relationship management strategies, · and delivering customer service excellence in the local market.Accountable for achieving monthly & annual sales targets. · Ensure proper implementation & executi ...

This is a full-time on-site role for a Wealth Manager located in Pune. The Wealth Manager will be responsible for NCA and managing investment portfolios evaluating financial and insurance products. ...

Acquire and onboard high-net-worth retail clients using prior industry connects and networking. · ...

Conduct research and analysis of equity markets to support investment decisions · Monitor market trends, financial news, and relevant economic indicators · Prepare reports, forecasts, and recommendations based on market data and analysis · Assist in portfolio management strategie ...

+We are seeking a full-time Associate - Wealth Management to join our on-site team in Pune. · +Proficiency in Financial Planning and Finance principles to analyze and develop client-specific strategies · Strong expertise in Investment Management and Investments to assist in creat ...

+Job summary · Wealth Relationship Manager manages HNI clients and offers investment solutions. · +Responsibilitiesdrives revenue through cross-selling mutual funds insurance and deposits · ...

Wealth Relationship Manager will cater to clients investment needs by providing them research based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds and other wealth offerings. · ...

Job summary · Wealth Management Solution Architect in BFSI Industry Solutions Group, · requiring 15-20 years of experience with expertise in Wealth Management domain and knowledge of concepts such as Client onboarding, Relationship 360-degree summary view etc. · Proven track reco ...

This is a full-time role for a Wealth Management Advisor based in Pune. The advisor will assist clients in managing their financial portfolios and provide expert advice on investment opportunities. · Financial Planning and Retirement Planning skills. · Proficiency in Investments ...

Key Responsibilities · Utilize financial acumen and investment expertise to assess client portfolios, collaborate with the Research and Advisory team, and deliver tailored investment solutions aligned with client goals. · Track HNI/Ultra-HNI markets to identify and acquire new cl ...

The Investment Counsellor / Private Wealth Manager plays a vital role in providing investment advice and curated solutions to HNI/Ultra HNI clients. · Mandatory certifications must be acquired as per the Industrial Certification policy of the Company. · ...