Wealth Manager - Meerut - confidential

Wealth Manager manages HNIs and professionals wealth through private banking & mutual funds. · Collaborate with cross-functional teams on client needs analysis · Ensure compliance with regulatory standards at all times · ...

We are hiring Wealth Managers to join our fast-scaling wealth management platform.As a Wealth Manager you will be responsible for acquiring HNI/Ultra-HNI & Retail clients from open market sources and build long-term client relationships. · ...

Wealth Managers · Are you a self-driven wealth professional who knows how to build clients from the open market and convert trust into long-term relationships? · Acquire HNI/Ultra-HNI & Retail clients from open market sources · Pitch & close Mutual Funds, Insurance, PMS, SIFs, AI ...

We are looking for a motivated Research Analyst to support wealth management and investment advisory functions. · Conduct mutual fund research and analysis · Assist in portfolio tracking and support · Track market movements and prepare reports · Support investment strategy docume ...

This role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell.It would include CASA Build up as per branch targets improving product holding per customer through cross sell of all banking products acquiring new clients and managin ...

The position is for a Relationship Wealth Manager in Ghaziabad. The candidate should be able to acquire quality base clients through networking and market intelligence. · ...

+Job summary · We are seeking a detail-oriented Finance Operations Manager to oversee daily operational activities, · +Qualifications3–5 years of experience in finance operations or related fieldBachelor’s degree in Finance Commerce or related discipline preferred ...

Manage portfolios and provide financial advice to clients. · ...

The person should be capable of increasing the sale of QR & Soundbox through proper channels to the merchants across multiple locations. · Expectations/ Requirements:Grow Distribution and Market share in the assigned area of operations. · Visibility Accountability through Extensi ...

Sales Team Lead- Meerut - Oil & Gas · The Oil and gas vertical includes payment of electricity oil/petrol and gas bills Predominantly dealing with Petrol and gas stations handling end to end sales operations. · Develop plans strategies for developing business achieving company's ...

Develop plans and strategies for developing business and achieving the company's sales goals. · Create a culture of success and ongoing business and goal achievement. · ...

WealthRedefineisafast-growingwealthmanagementfirmwith600crore+AUMasof2025.Werecommittedtohelpingindividualsandbusinessesachievetheirfinancialgoalswithconfidence.Wedonotmentionjob remunerationsummary in Theidealcandidateshouldbeconfidentandenthusiasticaboutfinancialadvising,Mutual ...

Wealth Redefine es una empresa de gestión de riqueza con rápido crecimiento que tiene un patrimonio gerenciado superior a los 600 millones como de.2025. Estamos comprometidos con ayudar a las personas e instituciones para lograr sus objetivos financieros con confianza. Valoramos ...

Job Summary · We are seeking a Senior Relationship Manager to cultivate and manage relationships with high-net-worth individuals, · families or businesses seeking wealth management and financial advisory services.Identify opportunities to expand the client base through referrals, ...

Relationship Manager- Signature Banking job involves managing relationships with clients, acquiring new business opportunities, and providing tailored banking solutions. · ...

This role supports daily investment operations including maintaining accurate records preparing client reports and ensuring compliance with regulatory requirements. · Maintaining accurate records · ...

This is a full-time on-site role for a Digital Marketing & Tele Calling Executive located in Ghaziabad. The responsibilities include planning and executing digital marketing campaigns, managing online marketing activities, optimizing social media presence, · and using web analyti ...

Largest wealth management company hiring in large numbers for the role of HNI/UHNI relationship manager/sales manager. The job involves acquiring high-value relationships and managing trader clients. · ...

This is a full-time role for an Investment Operations located in Ghaziabad. In this role, you will be responsible for supporting daily investment operations and ensuring compliance with regulatory requirements. · Maintaining accurate records · Preparing client reports · ...

We are seeking a motivated · and experienced individual to fill the role · of Vice President Sales.The successful candidate will have extensive experience · in sales strategy development and implementation,tactical execution of business plans,scheduling appointments,maintainin ...