Wealth Manager - Surat, Gujarat

We are looking for a Wealth Manager who will be the face of our business and the steward of our client relationships. · Deliver advice with zero tolerance for miss-selling · ...

Build and manage a portfolio of HNI and UHNI clients. · Understand client financial goals and provide suitable investment solutions. · ...

We are seeking a highly motivated and detail-oriented Wealth cum client relationship Manager to join our team. · Client Acquisition: Identify and acquire new clients through networking, referrals, and client meetings. · Client Relationship Management: Develop and maintain strong ...

The Relationship Manager – First Wealth is responsible for managing a portfolio of high-value clients, ensuring superior service delivery and driving cross-sell opportunities. · Drive CASA value build-up and acquire new clients as per branch targets. · Engage effectively with cli ...

The Relationship Wealth Manager will manage the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment. · Develop, manage, and expand YES FIRST customer relationships by providing service ...

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, · a goal is to create an environment of growth. · ...

Wealth Relationship Manager focuses on client acquisition and asset gathering to drive revenue targets and client wealth creation. · Acquire new clients and reactivate inactive ones. · Gather assets for various products like Mutual Funds (MFs), Portfolio Management Services (PMS) ...

Roles and Responsibilities: · Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products · Through team and self contribution meet the ...

Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, · PMS, · AIF, · PE, · SP, · Unlisted Shares, · Bonds, · D · E · ...

The candidate will cater to investment needs of mass affluent clients by recommending products like MF,PMS,AIF,PE.SP.Unlisted Shares,Bonds.Direct Equity and Equity Advisory Products. · Cater to investment needs of mass affluent clients by recommending products like MF,PMS,AIF,PE. ...

The Zonal Manager – AIF Sales will be responsible for driving sales and distribution of Alternative Investment Fund (AIF) products across the assigned zone. · ...

Wealthy is a Fintech Wealth Management platform based at Banglore. · * Strong interpersonal and communication skills. · * Knowledge of financial products and services. · * Customer service and relationship management skills. · * Ability to analyze financial information and provid ...

Company Description · Arham Wealth Management Private Limited, headquartered in Surat, is a full-service financial firm founded by Mr. Kirit Shah, an engineer and passionate investor. Specializing in personalized wealth management, the company offers comprehensive investment serv ...

This is a full-time on-site role for an HR Executive / HR Manager based in Surat. The role will also involve handling performance evaluations and supporting workforce planning to align with the company's business goals. · ...

Roles and Responsibilities: · As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. · K ...

We are hiring for the role of SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group). The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · The candidate will work closely with HNI/UHN ...

We are hiring for the role of Cluster Manager/Team Leader HNI Sales, Stock / Equity Broking. The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · The candidate will work closely with HNI/UHNI ...

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 ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Client acquisition through networking, referrals, and market leads; · Conducting financial need analysis and risk profiling; · Providing a ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · ...