\ Job Responsibilities / Key Deliverables: . Customer Acquisition Minimum of 1 crore and above investable surplus. . Financial Planning (FP) and…
\ \ Company Description Fisdom Private Wealth is a venture of Fisdom, India\\\'s leading wealth tech company. The company aims to provide…
A person should have good knowledge in Wealth/portfolio Management, financial planning or investment advisory. Procuring the potential/target clients through networking, database, market…
About Naik Wealth Planners Private Limited Naik Wealth Planners Private Limited was founded by Late Mr. Ashok Naik in the year 1989…
\ About Nuvama Wealth Nuvama Group (Erst. Edelweiss Wealth Management) is one of India\\\'s leading wealth and asset management firms with Assets…
\ Roles and Responsibilities : As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development Handling…
\ Roles and Responsibility Strategy Responsible for acquisition of FAS customers through the in house direct sales force or in a referral…
\ About Extensive Wealth Business Extensive Wealth Business provides the highest standards of real estate investment and business growth advice to clients…
DescriptionMorgan StanleyProject/ Portfolio Management FRPPECompany ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,…
\ Education : MBA with tier 2 or Tier 3 college/ CA/ CFAExperience : 1 6 yrs of experience in the wealth…
\r Selling of financial products and develop & manage Retail Distribution,\r Activity review & Management\r Candidate with own conveyance would be preferred\r…
Position DescriptionWe are seeking an experienced Scrum Master to support multiple projects and initiatives under AIDT (Analytics, Intelligence and Data Technology) team.…
\ Transactions support and documentations filling and execution MIS on daily basis with weekly updates. Transaction Analysis and coordination Data Management Service…
\ AVP Wealth Relationship Manager 8+ years Looking for a professional with at least 8 years as Wealth Relationship Manager who is…
\ Roles and Responsibilities : As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development Handling…
\ Transactions support and documentations filling and execution MIS on daily basis with weekly updates. Transaction Analysis and coordination Data Management Service…
\ Roles and responsibility Strategy Building the wealth sales business to achieve leadership position in the region. Implementation of a business sales…
\ \ Relationship Manager in Wealth Client Management/ Servicing: Serve as a dedicated single point of contact for 75 100 HNWI clients…
\ We are hiring for Wealth Manager for various location. Position Wealth Relationship Manager (NBFC) Experience Min. 3 Years CTC Upto 35…
b\'Looking for Business Development Manager for a Wealth Management/Algo Trading Company.\ Profile will include new client acquisition along with client retention\ Min…