No longer accepting applications
Associate Wealth Manager
Swatantra WealthVadodara, Gujarat, India6 days ago
Job description
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
Create a job alert for this search
Wealth Manager • Vadodara, Gujarat, India
Related jobs
- Promoted
Investment Banking Associate
Magma Digital VenturesNadiad, IN A global investment group focused on private equity, growth capital, and strategic acquisitions.The team works across the United States, Europe, and emerging markets, partnering with founders and o...Show moreLast updated: 1 day ago
- Promoted
Associate - Merchant Acquiring
TriOptusVadodara, IN Title : Associate-Merchant Operations.The Merchant Operations Associate is responsible for ensuring accurate and timely data input for merchant setup and maintenance within the system.The role invol...Show moreLast updated: 23 hours ago
- Promoted
Affiliate Manager - Lead Generation
Crossblade Media LLCVadodara, IN Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market.
We specialize in generating high-quality leads across multiple vertical...Show moreLast updated: 1 day ago
- Promoted
Investment Banking Associate
SKS Enterpprises - Human Resource Planning and ManagementVadodara, Gujarat, India Investment Associate Experience - 3+ yrs Job Location - Gift City, Gandhinagar An early-stage venture capital firm, we are seeking a Senior Analyst to support our portfolio management and invest...Show moreLast updated: 2 days ago
- Promoted
Associate
ZoomRxVadodara, IN Associate, Ferma congress (Planners Team).ZoomRx is a rapidly growing market research and consulting company founded upon the belief that there is important work to be done at the intersection of d...Show moreLast updated: 5 days ago
- Promoted
Associate Transaction Services
CohnReznickVadodara, IN The Transaction Advisory Services team, part of Cohn Reznick Professional Services’ Advisory (“CRPS Advisory”), manage and supports buy-side and sell-side transaction advisory engagements, providin...Show moreLast updated: 13 days ago
- Promoted
- New!
Donor Relations & Partnerships Associate
Leap 300nadiad, India JD : Donor Relations & Partnerships Associate.Leap 300 : Non-Governmental Organisation (NGO).A high-impact sales and partnerships role for someone who thrives on building relationships, driving renew...Show moreLast updated: 8 hours ago
- Promoted
RM IP - Affluent Wealth
KG Engineering & ConsultancyVadodara, Gujarat, India Job Specifications Role Designation : Sr RM / RM Investment Products Department : Investment Products Function : Sales / Wealth Management Company : MOFSL Reporting to : Cluster Manager Location : Ahme...Show moreLast updated: 18 days ago
- Promoted
Wealth Advisory | MF | AIF | PMS | Stock
Dhan SaarthiVadodara, IN Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 1 day ago
- Promoted
Investor Relations Associate
TalentojVadodara, IN Your job is to make our investors feel comfortable.You are responsible for giving them clarity.Proficient in any South Indian language.
The desire to help customers with their problems.You have basi...Show moreLast updated: 18 days ago
- Promoted
Sales Associate
Clerk-TechAnand, IN Identify and generate new / existing business opportunities through outbound calls, emails, social outreach, and other lead-generation strategies.
Qualify leads and convert them into active opportunit...Show moreLast updated: 30+ days ago
- Promoted
Chief of Staff Associate
Magma Digital VenturesVadodara, IN Work is changing at a pace we’ve never seen before.As AI and new technologies reset entire industries, the real edge for companies and individuals is the ability to learn, adapt, and upgrade skills...Show moreLast updated: 3 days ago
- Promoted
Associate Account Director
HRipple SolutionsVadodara, IN 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 : 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿.𝗧𝗶𝗺𝗶𝗻𝗴 : 𝟭𝟬 : 𝟯𝟬 𝗔𝗠 𝘁𝗼 𝟳 : 𝟯𝟬 𝗣𝗠 (𝗠𝗼𝗻𝗱𝗮𝘆 𝘁𝗼 𝗙𝗿𝗶𝗱𝗮𝘆).
𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 : 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗶𝗻 𝗰𝗹...Show moreLast updated: 1 day ago
- Promoted
Digital Growth Associate (Advertiser Relations)
Seize The Ads Pvt Ltd.nadiad, gujarat, in Location : Indore (On-site preferred) | Remote candidates with relevant exposure may apply.Experience : 0–2 Years (Freshers welcome).
At Seize The Ads, we’re building a global performance marketing ec...Show moreLast updated: 16 days ago
- Promoted
Sales Associate
Wisedoc, Inc.Nadiad, IN You’ll work directly with the founder to build our sales pipeline, conduct market research, and manage early customer relationships.
Identify potential clients (recruiting firms, HR departments, tal...Show moreLast updated: 15 days ago
- Promoted
Relationship Manager – Wealth Management
UpperCrust Wealth Pvt.Ltd.Vadodara, Gujarat, India Top 5 Reasons to Build Your Career at UpperCrust Wealth 1.Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams.Exposure to Every M...Show moreLast updated: 3 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India The Relationship Manager 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 relationshi...Show moreLast updated: 30+ days ago
- Promoted
Investment Banking Intern
Marquee Fellowship Programnadiad, gujarat, in Redefine the Future of Fundraising and Venture Deals.Join a fast-scaling investment platform reshaping the startup capital ecosystem.
As an Investment Banking Intern, you’ll assist with real client ...Show moreLast updated: 30+ days ago