2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years
Job Description
As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)
Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
Conduct regular portfolio reviews and recommend adjustments based on market conditions ...
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 ...
2 Opening(s)
3.0 Year(s) To 7.0 Year(s)
10.00 LPA TO 18.00 LPA
Job Description: Product Manager (Fintech)Location: Mumbai- Goregaon East
About Role:We are a fast-growing fintech startup on a mission to democratize investing in India. Our platform simplifies the process of investing in stocks, mutual funds, and cryptocurrencies by providing expertly curated ideas and a seamless user experience. We are seeking a passionate ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 6.50 LPA
Job Description – Finance & Accounts Manager
Location: Nariman Point, Mumbai Reporting To: Director/CFO (with close interaction with Business Heads) Contact: hetshah@ldventures.in
About Us
We are a growing investment platform with 20+ years of experience in real estate and finance. Our focus spans real estate projects across India (residential, commercial, mixed-use) and global ...
3 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 40.00 LPA
About the Role
The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...
10 Opening(s)
0 To 5.0 Year(s)
Not Disclosed by Recruiter
About the work from home job/ internship
Selected intern's day to day responsibilities include:
1. Assist in planning, creating, and scheduling content across social media platforms (Facebook, Instagram, LinkedIn, Twitter, YouTube etc.)
2. Research industry trends, competitors and audience behavior
3. Support in running paid ad campaigns and monitoring their performance
4. Engage with the ...
10 Opening(s)
0 To 5.0 Year(s)
Not Disclosed by Recruiter
About the work from home job/ internship
Selected intern's day-to-day responsibilities include:1. Assist in screening resumes and conducting initial candidate assessments.2. Source potential candidates through online channels and networking events.3. Update and maintain candidate databases and recruitment systems.4. Coordinate interviews and communicate with candidates throughout the recruitment process.5. Collaborate with recruiters ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 3.60 LPA
The role is responsible for supporting and managing the lifecycle of all investment activities—across direct equities, mutual funds, PMS and AIF—by overseeing daily operations, data reconciliation, documentation, banking, and robust reporting. The role is crucial in ensuring data accuracy, process discipline, timely settlements, and seamless information flow for stakeholders and ...
1 Opening(s)
0 To 4.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Deputy Manager– Finance and AccountsReports to (Position): Manager – Finance and AccountsPosition Purpose: The role involves managing financial reporting, audits, and tax compliance. Key tasks include finalizing financial statements, coordinating audits, ensuring compliance with direct and indirect tax regulations (including TDS and GST), and preparing management reports. The position also supports budgeting, forecasting, and cost control ...