1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Candidate will be responsible for managing and advising on a variety of mutualfunds, monitoring market trends, .The ideal candidate has extensive experience with financial planning, investmentstrategies, conducting market research, preparing investment reports, assistingin creating investment strategies, facilitating transactions and risk management.They are typically tasked with financial analysis, forecasting, and assisting ...
5 Opening(s)
8.0 Year(s) To 20.0 Year(s)
19.00 LPA TO 22.00 LPA
Role/Job Title: Investment Portfolio Counsellor
Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...
1 Opening(s)
1.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 22.00 LPA
Job Purpose:IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor.As a leading financial institution, we are committed to providing our clients with the bestinvestment solutions and services. We are looking for a dynamic individual who is passionateabout wealth management and has a strong understanding of the financial ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
25.00 LPA TO 27.00 LPA
Job Description
Conduct comprehensive market research and analysis to identify potential real estate investment opportunities.
Analyze and interpret market trends, property performance data, and economic indicators to support investment decision-making.
Perform financial modeling, including cash flow analysis, valuation, and feasibility studies for potential real estate investments.
Assist in the due diligence process, evaluating property ...
1 Opening(s)
15.0 Year(s) To 18.0 Year(s)
Not Disclosed by Recruiter
We are having an urgent opening for the position of GM/AVP Head Investments for a reputed company(Anmol Industries) in the Noida location.
Job Description:
Manage the investment arm and portfolio of family office and treasury of all businesses (Anmol Industries, Anmol Real Estate, Anmol Philanthropy and Anmol Family Office) of Anmol Group
Design and implement investment strategies, ...
12 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
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 ...
12 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
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Key Responsibilities:
1. Client Financial Planning:Understand ...