HR Executive to manage Internal Hiring, Sourcing, screening and scheduling the interview, Documentation and internal coordination. Assist in recruitment and onboarding. Maintain employee records, HR databases, and compliance documents. Coordinate joining formalities, background checks, and documentation. Support in attendance, and…
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…
Job Responsibilities : Handle customer queries and concerns through various communication channels. Provide accurate and timely information to customers. Collaborate with team members to ensure efficient customer service. Maintain documentation of customer interactions and transactions. Execution and processing of Mutual…
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…