13 Job openings found

Responsibilities: Advising clients on financial products and services. Managing investments. Conducting planning services. Providing tax planning services. Providing estate planning services Degree in finance, economics, management, or related field. Previous experience in financial services. Must be analytical. Able to understand complex information. Strong mathematical skills. Confidence. Good presentation skills Wealth Manager Job Description We are looking for a wealth manager to be responsible for ...

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 ...

Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive ...

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

Job Description   About the role In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions. Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...

Family Office Equity Research Analyst We are looking for an equity research analyst for the family office, based out of nariman point, mumbai. This will be mainly relating to public equity markets/listed securities + some private investments as well. Within that it will mainly relate to mid and small cap companies. The ...

Finance Contribute to achieving financial targets and business composition goals of the organization. Achieve ROI that surpasses the benchmark index while managing acceptable risk levels. Client Guide Wealth Managers on the latest products to enhance their sales pitches. Engage in internal discussions to develop house views across asset classes and create investment strategies. Propose new product ...

Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...

Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...

Role Overview We are seeking an experienced and dynamic Business Development Head to lead and expand the Business. The ideal candidate will have strong industry relationships, deep understanding of capital markets and proven experience in scaling LAS products within an NBFC or financial services environment. This role involves strategy building, business acquisition, channel management ...