355 Job openings found

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

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 ...

Talent Acquisition Manager - Wealth / Private Banking / PCG Experience: 3-5  years of experience in Talent Acquisition Location: Prabhadevi, Mumbai – Work from Office CTC: Up to ₹10 LPA Fixed + Annual Bonus Qualification: Graduation / MBA in HR Age: Below 30 years Industry: BFSI only – Private Banking, Wealth Management, Private Banking, Broking, or Consulting ...

Location - Hazra, Kolkata We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team. This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping families achieve their financial goals through ...

Job Description: Private Banker / Partner – First Private Key Responsibilities: Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1 Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank Product ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

We are looking for a Tax & Wealth Advisor to join a growing Wealth Management team. This role combines tax preparation, tax planning, client advisory, and wealth management collaboration to help individuals, families, business owners, and retirement plan participants make informed financial decisions. 🔑 Key Responsibilities Tax Preparation & Compliance Prepare/review individual, trust, ...

Present Role – Investor Relations Manager-Main Board and SME IPOs and Wealth Management.Location: Lower Parel, Mumbai. Experience: 3 to 5 years Salary Range: 6 to 10 LPAMale candidate preferred Reporting to –DirectorCompany Brief: We are SEBI Registered CAT-1 Merchant Bankers and have diversified infinancial advisory services like Debt Syndication, Wealth Management, Financial Valuations, ...