Lead / AVP-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MF...
Updating schemes and recommendations in the wealth management software as well as in the standard presentations used in sales. ...
We already have a presence for our wealth business in Tier 1 cities, now expanding in Tier 2 and 3 cities. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gse...
Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. As a Wealth Manager, you will play a key role in driving portfolio growth, delivering strategic financial advice, and ensuring exceptional client service. ...
The Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the company. ...
Experience: Minimum 10 years in wealth sales with an AUM of ₹200 Cr + into Wealth (Wealth Includes: Mutual Funds, PMS, AIF, Bonds. Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology. Experience: Minimum 10 years in Wealth S...
Retail, Wealth & Private Banking, Capital Market, Investment Banking. Skills: Digital Transformation across Contact Centre | e Channels | Customer Service | Wealth Management | Fraud Management. ...
Client Experience Manager (CEM). Growth Managers (Sales) and Operations Teams. ...
Lead / AVP-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MF...
Job Description• Financial Planning, Portfolio Strategy & Reporting of existing portfolio• Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products• Support the Senior Private Banker i...
Greetings from upGrad Rekrut!!Our client is a wealth firm looking out for their Wealth RMs in all the metros pan india. ...
We already have a presence for our wealth business in Tier 1 cities, now expanding in Tier 2 and 3 cities. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gse...
About KPMG in IndiaKPMG entities in India are professional services firm(s).These Indian member firms are affiliated with KPMG International Limited.KPMG was established in India in August 1993.Our professionals leverage the global network of firms, and are conversant with local laws, regulations, m...
We already have a presence for our wealth business in Tier 1 cities, now expanding in Tier 2 and 3 cities. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gse...
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in excit...
Senior Associate/Process Developer/Management Trainee or Asst Manager or Manager or Sr. Manager –Reconciliation and Reporting, Wealth Operations. Position Overview:We are looking for a detail-oriented Wealth operations professional. ...
We are hiring a Wealth Manager with 1-3 years of experience for a Full-Time position in Hyderabad. ...
Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candid...
We already have a presence for our wealth business in Tier 1 cities, now expanding in Tier 2 and 3 cities. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gse...
Job Designation Business Development ManagerJob Role Responsible for acquisition of new clients. ...
Lead / AVP-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MF...
Acquire new Wealth Management prospects aligned to firm’s target market, develop new territories. Work with your line manager and HR to identify personal development and training needs. ...
Profile: Investment Counsellor / Private Wealth Manager. The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions to. Minimum 8 years in investment management, wealth advisory, or financial services. ...
QualityKiosk is looking for a Boundary Pusher, Organized & Extremely detail oriented and a Passionate person as an Account Manager to manage Capital Market / Securities or broking clients. Job Description: Position : Business Development Manager - Capital Markets. Possess excellent planning and lead...
Job Description: Wealth Compliance<br/><br/>Job Responsibilities:<br/><br/>- Manage wealth compliance operations to ensure adherence to regulatory requirements. Review and analyze wealth management transactions for compliance risks. Develop and implement compliance policies a...