Wealth Manager - Kolkata

This is a full-time remote role for a Wealth Manager or Senior Wealth Manager responsible for providing financial planning and investment management services designing tailored investment strategies assisting clients in achieving their financial objectives. ...

This is a full-time position for a Wealth Manager at Finclock's Kolkata office. · The Wealth Manager will develop and implement comprehensive financial strategies tailored to clients' goals and risk tolerance. · Day-to-day tasks include analyzing investment opportunities and mana ...

We are looking for an experienced Wealth Manager who can handle high-net-worth clients build long-term relationships and deliver customized wealth management solutions. · ...

This full-time Wealth Manager role in the Greater Kolkata Area involves providing financial planning, managing investment portfolios, and ensuring optimized financial outcomes for clients. · Proficiency in Financial Planning and Investment Management · Strong knowledge of Investm ...

Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities Retail Assets Business Banking Forex Credit Cards Online Trading Insurance. · ...

**#HiringAlert · We are currently hiring across Eastern Region ( Kolkata , Durgapur , Asansol , Siliguri , Bhubaneswar & Guwahati ) for the position of Cluster Heads & Senior Wealth Managers at Tata Capital Limited. · Company Description** · Tata Capital Limited, a subsidiary of ...

Company Description · We suggest you enter details here. · Role Description · This is a full-time on-site role for a Wealth Manager based in Kolkata. The Wealth Manager will be responsible for building and managing client relationships, providing tailored financial planning advic ...

This is a full-time position for a Wealth Manager at Finclock's Kolkata office. · NISM derivative series 8 certification is a must · Proficiency in Financial Planning and Insurance strategies to meet diverse client objectives · ...

This is a full-time hybrid role for Wealth Managers / Team Leaders based in Kolkata with partial remote flexibility. · The responsibilities include providing financial planning advice managing investments and portfolios offering strategic insights to clients to achieve their fina ...

Wealth Manager. Lead agency sales recruit & manage advisors handle HNI clients achieve premium targets. · 2–5 yrs life insurance/agency sales experience · ...

This is a full-time position for a Wealth Manager at Finclock's Kolkata office. The Wealth Manager will develop and implement comprehensive financial strategies tailored to clients' goals and risk tolerance. · ...

Wealth manager for high net worth clients providing personalized investment advice and cross selling products across asset classes. Leverage existing client relationships and network to onboard new clients. · Acquire manage grow portfolio of HNI UHNI clients. · Provide personaliz ...

This is a full-time role for a Wealth Manager located in the Kolkata metropolitan area. The Wealth Manager will provide personalized financial planning and investment strategies to clients. · Strong knowledge of Investment Management, Investments, and Financial Planning skills ...

+This is a full-time on-site role for a Wealth Manager located in the Greater Kolkata Area.+Providing financial planning · Managing investment portfolios · Analyzing market trends · ++Proficiency in Financial Planning and Investment Management · ...

Wealth manager sought to generate leads and convert them into business by acquiring and managing high net worth individuals and small medium enterprises clients. · Graduate/MBA with 2 - 5 years of relevant experience. · ...

#HiringAlert · We are currently hiring across Eastern Region ( Kolkata , Durgapur , Asansol , Siliguri , Bhubaneswar & Guwahati ) for the position of Cluster Heads & Senior Wealth Managers at Tata Capital Limited. · Company Description · Tata Capital Limited, a subsidiary of Tata ...

The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, · Client Acquisition & Relationship Management · Identify, acquire, and manage relationships across Retail, HNI, and UHNI client ...

We have openings for Relationship Manager - Wealth Channel · Location – Pune, Chennai, Ahmedabad, Nashik, Nagpur, Surat, Kolkata · What are we offering & Salary · -      Huge and attractive incentive earning schemes · -      Exposure to the most unique and promising business mode ...

Qualification: Graduate / MBA / CFA / CFP · Certification: Must be NISM VA and NISM 21A certified (will be preferred) · Note English communication should be excellent and with good job stability. · Prerequisites: · • Candidates with strong product knowledge from Wealth Management ...

This is a full-time hybrid role for Wealth Managers / Team Leaders based in Kolkata, · with partial remote work flexibility. The responsibilities include providing financial planning advice, · managing investments and portfolios, and offering strategic insights to clients to achi ...