Search Results: 19,848 vacancies
...planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further... ...- Monitor and address HNI clients banking and Investment requirements - Use financial acumen and...
...acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like e-mail marketing, networking, IAP's and calling - Prepare...
...- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business.... ...managing UNHI & HNI clients - wealth through financial investment and wealth management product for Alphabet Investment. -...
...following responsibilities:
Quantitative Research: Benchmarking of AIFs, quantitative... ...like organisation structure, investment and risk management processes, process due diligence of AMC... ...related to the investment products/ themes, wealth management and general markets...
...company in India, offering a wide range of investment products and services to its clients.... ...financial markets, a proven track record in managing investment portfolios, and exceptional... ...of experience in investment management, wealth advisory, or related financial services roles...
Roles And Responsibilities
Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients.
Will be responsible for primarily improving investor network for equity advisory services.
Responsible for identifying...
...have a thorough knowledge of the client's investments.
· Establish a pathway for sales... ...trends.
· Prior experience working in wealth management firms, Private banking, PMS, Advisory,... ...clients.
· Working closely with the research team, financial planning dept, product,...
...Manager/Lead Specialist (ESG & Portfolio Intelligence) – Investment Strategy & Research
Job Overview:
A key member of the investment team responsible for promoting Mercer’s position in the Delegated Solutions space when it comes to ESG/Sustainable Investing. An opportunity...
...InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and... ...Management, Investment Banking and Institutional Equities Research & Broking and Wholesale Debt Market.
InCred...
...Â
~ Knowledge in investment advisory.
~ Wealth management consultation.
~ Generating Lead
~ Meeting Clients
~ Selling Investment-related services
~ Good English Communication.
~ Smart and Presentable.
Job Role:
~ Doing client meetings anywhere...
...humanize technology :
We are passionate experts who provide investment management and credit communities with innovative, user-friendly... ...Responsibilities
Job Description
Provide investment research support to global asset managers investing in credit instruments...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients... ...needs, assessing their risk appetite and providing them investment options.
· Should Initiate and follow up on new business opportunities...
...its clients 'Personal CFO' and help them manage their personal finances efficiently. The... ...are seeking a dynamic and results-driven Wealth Management Sales professional to join our... ...tailored wealth management solutions, including investment portfolios, retirement planning, estate...
...to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring &... ...Affluent clients in conjunction with the Research team , Financial
planning... ...operations team etc on their existing investments and
managing their overall financial...
...Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales...
...AMC :
Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India... ...Portfolio Manager and a SEC-registered Investment Advisor. In December 2005, Quantum Asset... ...required in handling Family offices and Wealth Counters
Location: MUMBAI
Reporting...
...objectives through timely implementations of software products in the Investments and Wealth
.Understanding a given technology product architecture &... ...by setting up data and L1 analysis of reported issues
.Manage application in DR drills
.Liaise with software solution...
...Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that... ...of technology-driven wealth management solutions in the Indian financial landscape... ...Clients:
Collaborate with the Research team, financial planning department...
...their existing and NTB relationship.
Use financial acumen and investment expertise to review client personal data, align clients need... ...regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency....
