7 Job openings found

Job Summary:We are looking for a dynamic and experienced Senior Manager (Investments & Asset Management) to drive the sourcing, evaluation, and execution of real estate investment opportunities. This role will also oversee asset management strategies to optimize portfolio performance. The ideal candidate will have 5–8 years of experience in transaction ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Key Highlights:• 3 decades of experience in Financial Markets• SEBI registered Category I Merchant Banker• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL• Access to Majority International Exchanges• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)• Team of 250+ professionals (CA, CFA, ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Job Title: Accounts Executive / Assistant Accounts Manager (Portfolio/Investment Management) Location: Kolkata Age: 30-40 Years Experience: 7-10 Years CTC: ₹10-12 Lacs per annum Core Responsibilities   The primary duties revolve around managing money and financial assets. This includes: Investment & Portfolio Management: This involves overseeing various investments like stocks, bonds, and other securities. The goal ...

Job Overview: We are seeking an experienced and strategic Vice President - Banking to manage teams, generating revenue and contributing to the organization's profitability. The ideal candidate will have a proven track record of leadership in Banking / NBFC with over 15 years of experience, including expertise in Strategic Financial Planning ...

  Job Title: Client Acquisition Architect Location: Pune and Hybrid Type: Full-Time Experience: 5+ years in financial services sales or sales support About Us: Manage and enrich CRM data (HubSpot) to ensure account intelligence is up to date Assist with outbound campaigns through personalized messaging, follow-ups, and tracking performance metrics. Follow up with We ...