18 Job openings found

We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location. Job Description: Position: Investment Manager Salary:  Upto 50k Experience: 5 to 7 years Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)  Office Timings: 9.30  AM to 6:30 PM Weekly Off- Sunday  Skills Required:   Knowledge in investment advisory. Wealth management consultation. Generating Lead Meeting Clients Selling Investment-related services Good English Communication. Smart and ...

Description: We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar). Job Description: Please find the details for the same: Position: Investment Advisor Salary: As per Industry norms Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner) Office Timings: 9.30 AM to 6:30 PM Weekly Off- Sunday   Skills Required: Knowledge/Experience in LIC PMS Experience on V.M.Pro Software Good English Communication. Smart and Presentable. CFP(Certified Financial Planner) Job ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines. Key Responsibilities Strategic Leadership Develop and ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Description: We have an urgent opening for the position of  Senior  Manager for a reputed company at the Ghatkopar location. Responsibilities: Revenue Management: Responsible for ensuring the revenue targets through Online and digital marketing is achieved, shared responsibility of overall MF revenue targets Responsible for analyzing internal and external trends in the Mutual Funds industry & provide recommendations. ...

Job Overview We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients. Key Responsibilities Manage and grow relationships with Ultra-HNI ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...