Relationship Lead-First Wealth - Ahmedabad, Gujarat

This role is responsible for driving Relationship Managers in the region to meet defined objectives and managing their performance. The incumbent will lead the RM agenda across products including liabilities retail assets business banking trade forex wealth insurance cross sell a ...

Manage and grow a portfolio of high net worth clients providing personalized wealth management solutions. · ...

This is a Relationship Manager position at IDFC FIRST Bank, · responsible for managing and growing a portfolio of high net worth clients.You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solut ...

Responsible for day-to-day accounting, fee management, statutory compliances and MIS reporting for the college. · Maintain books of accounts and financial records · Handle student fee accounting and reconciliations · Manage payments receipts and vendor accounts · Ensure complianc ...

Lakshya Mutual Fund is building the next generation of investment solutions for India's evolving investor base. · ...

Dalmia Wealth is launching a dedicated business vertical to partner with Relationship Managers / Wealth Managers who aspire to build their own scalable wealth business. · ...

The Zonal Manager will lead a team of Wealth Managers and drive performance through AUM growth and revenue generation. · Lead and manage a team of Wealth Managers/Relationship ManagersSet performance goals and AUM targets for team membersCross-sell to HNI/UHNI clientsEvaluate cli ...

Wealth Manager Job Description · Our company seeks an experienced Wealth Manager to lead our team in dealing with SLR - Non SLR Products. · Primary & Secondary Placement of Bonds (NCD) · The ideal candidate will have achieved business targets and revenue goals while maintaining h ...

The Wealth Manager will be responsible for acquiring, managing, and growing client relationships across Mutual Funds, PMS, AIFs, · Unlisted Investments, · and curated Wealth Baskets. ...

Wealth Manager – Fixed Income job at Ahmedabad, Gujarat involves managing Wealth Management products including Mutual Funds, Bonds and other investment products. · ...

The Wealth Advisor & Marketing Lead plays a dual role combining comprehensive wealth advisory services with responsibility for driving client acquisition, brand visibility and growth initiatives. · ...

Leading multiple Branch Managers and Relationship Managers to expand the retail and HNI client base. · Strong understanding of equity markets derivatives mutual funds wealth management products. · ...

As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. · ...

We invite you to be part of our prestigious financial advisory team where innovation meets excellence. · Are you a dynamic and results-driven wealth manager looking to elevate your career?Client Relationship Management. · Wealth & Investment Solutions. · ...

We are seeking a Finance Content Writer with a flair for creativity, · a strong research mindset, and an in-depth understanding of finance & investment concepts. ...

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience... · ...

Customer Service Team Lead · As a Customer Service Team Lead, you will be responsible for leading and managing a team of customer care/service executives in the wealth management domain. · Maintain high service standards by handling escalations from HNI / UHNI clients effectively ...

We are seeking a high-performing sales leader to build and scale DSA and offline partner channels. · Build, onboard, and scale Open Market client Networking and referral partners. · Aquire HNI & affluent investors and drive consistent AUM inflows. · ...

Lakshya Mutual Fund is building the next generation of investment solutions for India's evolving investor base. · ...

As a Regional Head the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership innovative strategies and an unwavering commitment to client satisfaction and compliance aim is to create an environment of growth foster endur ...