Wealth Manager jobs in Ahmedabad, Gujarat

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD) End to end management of debt proposals - from sourcing to placement at best terms for the client. Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics. Must be comfortable with travelling across major cities in India. Handle client servicing, queries, and...

Key Responsibilities: a. Handling client queries from onboarding to client reporting. b. Creating pre-sales and sales pitch decks. c. Assisting founder in all financial areas. Note - This job is holistic in nature and needs someone who has a problem solving attitude. Pl fill this google form alongwith your application - https://forms.gle/KWKhde1j1Sni9J8j8

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed...

Asst. Mgr./Mgr./Sr. Manager Job Role: Wealth Manager Institutional 2 - 8 Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Accountabilities: - Will be responsible for primarily selling Equity based investment products. - To drive business with Purnartha s institutional partners by engaging with them regularly in a structured format at Regional level...

Wealth Manager | Partner Business Job Overview We are a well-established B2 B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations: Ahmedabad, Mumbai & Pune Roles And...

Job Description Role: - President/ Team Leader – Wealth Management Business About the Role As aTeam Leader for Relationship Managers, we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience. The role’s core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through...

Title: VP Wealth Managment Department: Sales Location: Ahmedabad, Bangalore, Mumbai, Delhi Job Summary: Steptrade Capital is seeking an experienced, and results-driven VP - Wealth Management to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven...

Vice President - Wealth Management Summary: Steptrade Capital is seeking an experienced, and results-driven "VP - Wealth Management" to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor/investor...

- Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients.- Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile - 5–15 yrs in wealth management/private banking.- Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and...

Roles and Responsibilities Relevant product experience, Good communication skills. If someone with a good wealth experience, RM who has very good knowledge on Investment and Insurance can be considered too. Can also explore AMC(Asset management company) staff, From the mutual fund houses in these locations. They have the right knowledge and skill set for an Investment Specialist role, and the...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial...

Roles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary Strategy• To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the...

Designation - Account Manager Education - Graduation + CA CTC Offered - 11.11L (8.5L Fixed) Location - Ahmedabad, Gujrat An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind b. Reporting the...

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...

JOB DISCRIPTION: Designation: Asst. Mgr./Mgr./Sr. Manager Job Role: Wealth Manager - HNI Acquisition 2 - 5 Years Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Will be responsible for primarily selling Equity based investment products. - Responsible for identifying customer needs, assessing their risk appetite and providing them investment...

Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables - Manage, build and drive a team of wealth manager...

Job Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best...