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 for a Wealth Manager. The · Wealth Manager will work closely with clients to develop customized financial and investment strategies, · provide expert advice on wealth preservation, and oversee portfolio management. · Proficiency in Financial Plann ...

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 · ...

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. ...

· 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 ...

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

Role Description · The Associate will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. He/she needs to ensure team adherence to all cut-off times and quality of processing as maintained in ...

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 ...

Roles & Responsibilities: · Drive investments in Fixed Deposits, Bonds, and Mutual Funds, typically in the range of ₹5–10 lakhs. · Leverage personal and professional relationships to acquire and onboard high-net-worth retail clients. · Provide investment advisory and guidance on ...

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 ...

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 ...

+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 · ...

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. · ...

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. · ...

Asset Transfer and Brokerage Support team is part of Wealth Management US Operations, which takes care of asset movement and alternative investments for Private Bank and Brokerage clients. · What we'll offer you · As part of our flexible scheme, here are just some of the benefits ...

This is a full-time role for a Wealth Management Advisor based in Pune. The Wealth Management Advisor will assist clients in managing their financial portfolios and providing expert advice on investment opportunities. · ...