Wealth Manager - Thane

This is a full-time on-site role based in Thane for a Wealth Manager providing financial planning and investment management services tailored to individual client needs. · Expertise in Financial Planning and creating detailed financial strategies · Strong knowledge and experience ...

We are seeking experienced 3* Relationship Managers* with a strong background in financial product sales and wealth management. The role focuses on acquiring, and managing investors for Pre-IPO, Private Equity, · and Wealth Management solutions. · Bachelor's degree in Finance, Co ...

Wealth Relationship Manager for HNI and ultra HNI clients to assist in achieving short term and long term investment goals via profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products. · ...

We are seeking an experienced Branch Manager to lead and scale our wealth management operations at the branch level. · ...

Responsible for gathering assets for investment products and achieving targets. · ...

Wealth Manager at Company in Mumbai · Opportunity to work with a dynamic team specializing in distressed assets and special situations. · ...

WealthTrust Capital Services is a boutique wealth management and financial planning firm dedicated to helping individuals and families achieve their long-term financial goals with clarity and confidence. With a research-driven approach and commitment to transparency, integrity, · ...

Who are we? · Borderless is a global investing platform that enables retail investors across India, the Middle East, and Southeast Asia to seamlessly invest in mature markets like the US. Our data-driven platform helps investors discover opportunities, track portfolios, and inves ...

JOB DESCRIPTION · Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. · As a team Leader in the Portfolio Ana ...

Roles & Responsibilities of · Wealth Manager · Responsible for sourcing new clients and developing strong relationship with existing clients to service them for their equity, Debt & Derivative Products Portfolio. · Cross selling of investment products like, Mutual funds, Insuranc ...

Wealth Manager at Great Value Capital (GVC) in Mumbai. · A Category-II Alternative Investment Fund operating in distressed assets with an impressive AUM of INR 2,500 Cr. · Key Responsibilities:Fundraising efforts with a target of INR Cr. · Build relationships with High Net Worth ...

The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. · This role is responsible for onboarding new clients and managing relationships with high-net-worth families, · understanding their unique needs, and ensuring th ...

Sky Affluent VRM-TL-Sky Channel-VRM - Support · Role Overview · The Solitaire VRM Support role focuses on managing and deepening relationships with Privy and Solitaire segment customers through telephonic and digital engagement. The position ensures superior customer experience, ...

A Wealth Manager at Shriram Life Insurance focuses on driving sales of annuity and investment products by providing financial planning advice to clients managing portfolios and building long-term relationships. · ...

Sky VRM-SME-Sky Channel-VRM - Support · • To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. · Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. · • ...

Broad Spectrum of Duties & Responsibilities: · § Manage the Backend Operations & MIS for Lender and Borrower Backend · § Manage Lender Allocations, Payouts System Entries and Borrower Disbursals MIS · § Support the Channel Partner Team for queries or services, closures etc. · § W ...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. · As a team Leader in the Portfolio Analysis Group, you w ...

A chance to step into a sales career in one of the leading private life insurance companies in India. Work with Top 5 companies and enjoy working in India. · ...

We are seeking a highly skilled and motivated Mutual Funds & AIF Specialist/Manager to join our dynamic investment team. · Oversee the management of mutual fund portfolios and AIF products. · Analyze market trends, economic data, and financial reports to inform investment decisio ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Candidates must ensure strict adherence to regulatory guidelines, KYC norms, and internal audit standards. · Maintaining high client satis ...