18 Job openings found

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 ...

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 ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

 Role: Wealth Manager (Retail & HNI)  Job Location: Kolkata/Guwahati/ Siliguri/Ranchi/Dhanbad/Patna/Rourkela/Kanpur/Lucknow/Banaras /Raipur Compensation: Best in the industry About Us: With over 31 years of trust and industry expertise, company is a SEBI-registered stockbroker and a proud member of all major Indian exchanges, including NSE, BSE, MCX, NCDEX, and MSEI. We are also registered ...

Department- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities Business Development and Relationship Management ...

Job Title: Relationship Manager – Corporate Treasurer Education: MBA (mandatory) from a reputed institution Role Overview: We are seeking an experienced and dynamic Relationship Manager – Corporate Treasurer with a strong background in fund management, wealth management, and corporate investments. The ideal candidate should have a proven track record of selling mutual ...

Job Title: Video Editor & Content Scheduler (English & Hindi)Location: Kolkata Type: Full-Time About UsWe are a boutique wealth management firm dedicated to making finance engaging and accessible. Join our team to help shape our digital presence with creative, high-quality video content. Responsibilities- Edit and produce short-form videos (reels, stories, shorts) using ...

Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP and business associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...

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: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders. Key Responsibilities:• Act ...