Job Title: Branch Head – Wealth Management Location: Navi Mumbai Key Skills & Competencies: Strong leadership and people management abilities. Excellent communication, negotiation, and interpersonal skills. Deep understanding of financial products: Mutual Funds, Insurance, PMS, Bonds, and other investment instruments.…
JOB PURPOSE To prepare monthly statements by collecting data; analyzing and investigating variances; summarizing data, information, and trends. DUTIES AND RESPONSIBILITIES · To maintain Information of Sales and reconcile it with Operations team. · Maintaining Receivable Information on periodic basis.…
At Enrichwise Financial Services, we’ve spent 25+ years helping HNIs & families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more. With 7,000+ clients and a strong inbound HNI pipeline, we’re now scaling our…
About Enrichwise Enrichwise is a 25+ year old wealth management and tax advisory firm serving 7,000+ clients across India. With deep expertise in taxation, investments, and insurance, we are now building the next phase of our journey: AI enabled financial…
Job Specification: Process policy documents, monitors policy schedule and updates policy renewal status. He/She prepares application and administrative documents for submission. He/She handles and provides case management for clients’ insurance application. Key Responsibilities: – To handle claim assessment and control…
About Enrichwise Enrichwise is a 25+ year old wealth management and tax advisory firm serving 7,000+ clients across India. With deep expertise in taxation, investments, and insurance, we are now building the next phase of our journey: AI enabled financial…
Experience 5–10 years in Wealth Management / Private Banking / HNI Advisory Proven ability to close HNI clients (?50L–?1Cr+ ticket size). Strong record of managing portfolios ?5Cr+. Past experience with banks (HDFC, ICICI, Kotak, Axis, etc.), AMCs, or wealth firms…