- To acquire new Clients in the ultrahigh net worth segment and reference generation from the specified catchment
- Should be adhering to all regulatory and compliance requirements
- To achieve monthly new and existing customer meeting targets
- No revenue target
- Should possess good communication skills, pleasant personality and high initiative
- Develops and maintains relationships with the new as well as existing clients
- Works closely with Appleton team members to further develop sales opportunities
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Family Office/sales
3 days ago
Bigbang HR Advisors Mumbai, IndiaRole: · Private Banking AVP/VP To manage money and oversee financial activities for high net-worth clients while developing relationships with clients. To provide services including personal cash management, secured and unsecured credit and investment management, and interest ser ...
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Head family office
1 day ago
Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, IndiaWe are looking for Head – Family Office/Corporate Broking ( Leadership role).This desk is part of Institutional Equities · Currently, there are 8 advisors/dealers on this desk. · Looking for candidates having relationships with family office clientele who can help generate brokin ...
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Investment Manager – family office
5 days ago
Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, IndiaInvestment Manager – Proprietary Investments Firm · We are now looking at add an Investment Manager in the Family office team to work closely on direct investment opportunities. This opportunity presents a unique proposition for investment professionals who wish to be a part of a ...
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Front Desk
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Alpha Plus Technologies Pvt. Ltd. Mumbai, India**Health Coverage Plans**: · Health and safety of our people and their families is most important for us. We have health coverage for you and your family that keeps you covered and stress-free. · **Generous **Parental Leaves**: · We understand the importance of family, and you wi ...
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Wealth Sales
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Arin Consultancy Mumbai, Maharashtra, IndiaSales / Business Development / Client Servicing Mumbai _Mumbai Western Suburbs_ April 16, April 17, 2025 Mutual Fund · **Job Overview**: · - **Office Location (Area) **Mumbai · - **Course Type **Full Time · - **Min Required Experience (Years) **6 · - **Max Required Experience (Ye ...
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Investor Relations financial Services
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Arin Consultancy Mumbai, Maharashtra, IndiaFinance Mumbai _Mumbai Western Suburbs_ April 18, April 19, 2025 Financial Services · **Job Overview**: · - **Office Location (Area) **Mumbai · - **Required Education **Post-graduate with a commerce background or CA/CFA/CAIA/MBA from a reputable institution. · - **Course Type **F ...
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Junior Clerk
5 days ago
Narsee Monjee Institute of Management Studies (NMIMS) Mumbai, Maharashtra, IndiaTo draft the letters and notes about the correspondence and the issues related with the sections. · - To check and verify the claims of salaries, payment, leave, security etc and to do the needful for proper and prompt payment. · - To prepare orders and letters about the appointm ...
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Ayurveda Medical Officer
1 week ago
Narsee Monjee Institute of Management Studies (NMIMS) Mumbai, India**Roles and Responsibilities**: · - To provide quality of medical services and appropriate medical care in Camps conducted by Ayurveda Hospital Shirpur. · - The Ayurveda Medical Officer has to handle all pre camp preparations, during the camp duty and post camp duties including d ...
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Office Assistant
1 week ago
Narsee Monjee Institute of Management Studies (NMIMS) Mumbai, IndiaKeeping record of all the equipment and consumables purchased for the purpose of Ayurveda Camps · - Maintaining all the equipment and machinery being used in camps and striving to get each equipment maintained and ready for the next camp. Doing the regular maintenance and where e ...
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Executive Back Office(Documentation)
1 week ago
Kaapro Management Solutions Mumbai, IndiaOpening: 1 Nos.- Job ID: Employment Type: Full Time- Reference: · - Work Experience: 2.0 Year(s) To 5.0 Year(s)- CTC Salary: 0.00 LPA TO 0.00 LPA- Location: · - Mumbai · Posted On: 21st Jun, 2023 · **We have an opening for **Executive Back Office(Documentation**)** **for one of o ...
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Content Writer
3 days ago
Zouk Mumbai, India**About Us**: · Zouk is a modern Indian lifestyle brand. All our products are 100% PeTA approved Vegan and Proudly Indian. We currently operate in the bags, wallets and footwear. We are building an iconic global consumer brand from India. We aim to achieve this by making great pr ...
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Gucci Cashier
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Groupe Kering Mumbai, IndiaSummary · Job Family Group Description - Sales / Omni-Channel: · Combines all positions within the different sales channels: retail, wholesale and e-commerce. Also includes all activities to support store management. · Job Family Description -Retail Operations: · Supports the sal ...
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Investment Advisory
1 week ago
Kaapro Management Solutions Mumbai, IndiaOpening: 1 Nos.- Job ID: Employment Type: Full Time- Reference: · - Work Experience: 3.0 Year(s) To 10.0 Year(s)- CTC Salary: Not Disclosed by Recruiter- Location: · - Mumbai · Posted On: 07th Sep, 2023 · **DEPARTMENT**:Ideation - Fixed Income · **JOB TITLE**:Depending Upon Profi ...
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India Cfo
1 day ago
Citi Mumbai, Maharashtra, IndiaThe Cluster Finance Officer II manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multipl ...
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Article Assistant
1 week ago
Y. K. DESAI & CO. Mumbai, India**Y.K.Desai & Co.**, Chartered Accountants is one of the independent firm of chartered accountants and business advisors. We are multi-disciplined professional service provider firm that creates client-focused solutions in service areas - Auditing (Statutory, Tax (Direct & Indire ...
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Bees Hive Talent Mumbai, India**Position: Customer Experience Officer for a food retail outlet at Ghatkopar - East** · Qualifications Required: Graduate in any discipline, preferably in Hotel Management · Experience Required: 2 years of experience in retail as a sales associate/ order taker, preferably in the ...
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Programme Coordinator-
3 days ago
Udayan Care Mumbai, IndiaSection 1 | About Udayan Care · Family is the anchor for an individual's emotional and physical well-being. A weakened family structure or absence of it hinders the development of an individual into a confident, strong, and emotionally balanced individual, who is capable of carin ...
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Article Assistant
1 week ago
Y. K. DESAI & CO. Mumbai, India**Y.K.Desai & Co.**, Chartered Accountants is one of the independent firm of chartered accountants and business advisors. We are multi-disciplined professional service provider firm that creates client-focused solutions in service areas - Auditing (Statutory, Tax (Direct & Indire ...
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Article Assistant
1 day ago
Y. K. DESAI & CO. Mumbai, India**Y.K.Desai & Co.**, Chartered Accountants is one of the independent firm of chartered accountants and business advisors. We are multi-disciplined professional service provider firm that creates client-focused solutions in service areas - Auditing (Statutory, Tax (Direct & Indire ...
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Purchase Assistant
3 days ago
Narsee Monjee Institute of Management Studies (NMIMS) Mumbai, Maharashtra, India**Desirable Skills**: · - Talent in negotiations and quotations · - Good knowledge of supplier or third party management software · - Knowledge of SAP · - Hand on experience in MS office specially Excel Excellent communications and negotiation skills with suppliers and internal c ...
Ambit - Acquisition Manager - Family Office - Mumbai, India - Ambit Pvt. Ltd.
Description
Acquisition Manager - Family Office
The primary responsibility of the Acquisition Manager role is to identify opportunities and develop relationships with Ultra HNI & Family Office.