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Wealth Advisor

Company DescriptionPrimeInvestor is an innovative B2C fintech company transforming the way individuals invest. We began by offering research-driven investment recommendations through a subscription-based model, delivered entirely online. Our flagship mutual fund portfolio analysis tool ...

Wealth Advisor

Company Description PrimeInvestor is an innovative B2C fintech company transforming the way individuals invest. We began by offering research-driven investment recommendations through a subscription-based model, delivered entirely online. Our flagship mutual fund portfolio analysis tool is a fi ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activities ...

Wealth Manager

Function: Private Wealth ManagementLocation: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / PuneReporting to: Regional Director – Private WealthEmployment Type: Full-timeExecutive SummaryAt Bajaj, our Private Wealth Man ...

Wealth Manager

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD) End to end management of debt proposals - from sourcing to placement at best terms for the client. Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics. < ...

Wealth Manager

Function: Private Wealth ManagementLocation: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / PuneReporting to: Regional Director – Private WealthEmployment Type: Full-timeExecutive Summa ...

Wealth Manager

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD) End to end management of debt proposals - from sourcing to placement at best terms for the client. Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics. </ ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction managem ...

Wealth Manager

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Mana ...

Wealth Manager

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and ...

Wealth Manager

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and d ...

Wealth Manager

Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size <li ...

Wealth Manager

Function: Private Wealth ManagementLocation: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / PuneReporting to: Regional Director – Private WealthEmployment Type: Full-timeExecutive SummaryAt Bajaj, our Private Wealth Managers are trusted advisors to UHNI families, entrepreneurs, an ...

Wealth Manager

Company: Motilal Oswal Financial Services Limited💼Role: Wealth Manger📍Location: Bengaluru, Hyderabad, Chennai🔑 What You’ll Do:Client Acquisition:Acquire new HNI/UHNI clients through cold calling, networking, refere ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/MumbaiWe are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activities across secured lending portfoli ...

Wealth Manager

Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size ...

Wealth Manager

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfor ...

Wealth Manager

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfo ...

Wealth Manager

Company: Motilal Oswal Financial Services Limited💼Role: Wealth Manger📍Location: Bengaluru, Hyderabad, Chennai🔑 What You’ll Do:Client Acquisition:Acquire new HNI/UHNI clients through cold calling, networking, ref ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/MumbaiWe are looking for a detail-oriented Analyst with 3–9 years of experience inwealth credit or lending operationsto support transaction management activities across se ...

Wealth Manager

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfor ...

Wealth Manager

Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size ...

Wealth Manager

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfo ...

Wealth Manager

Function: Private Wealth Management Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / Pune Reporting to: Regional Director – Private Wealth Employment Type: Full-time Executive Summary At Bajaj, our Private We ...

Wealth Manager

Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Afflu ...

Wealth Manager

Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size <li ...

Wealth Manager

Function: Private Wealth ManagementLocation: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / PuneReporting to: Regional Director – Private WealthEmployment Type: Full-timeExecutive Summary ...

Wealth Advisor

Company Description PrimeInvestor is an innovative B2C fintech company transforming the way individuals invest. We began by offering research-driven investment recommendations through a subscription-based model, delivered entirely online. Our flagship mutual fund portfolio analysis to ...

Wealth Advisor

Company Description PrimeInvestor is an innovative B2C fintech company transforming the way individuals invest. We began by offering research-driven investment recommendations through a subscription-based model, delivered entirely online. Our flagship mutual fund portfolio analysis tool is a first-of-its-kind ...

Wealth Manager

Location: Koramangala,Bangalore Department: Wealth/EquityKey Responsibilities:Key Roles / ResponsibilitiesPlan the day’s work with emphasis on leads to be contacted basis theimportance of the Wealth Advisory funnel and size- Identify fitment of Wealth Advisory products matching the cli ...

Wealth Manager

Company : Motilal Oswal Financial Services Limited Role : Wealth Manger Location : Bengaluru, Hyderabad, Chennai What You’ll Do: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, ...

Wealth Manager

Function: Private Wealth Management Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / Pune Reporting to: Regional Director – Private Wealth Employment Type: Full-time Executive Summary At Bajaj, our Private We ...

Wealth Manager

Company : Motilal Oswal Financial Services LimitedRole : Wealth MangerLocation : Bengaluru, Hyderabad, ChennaiWhat You’ll Do:Client Acquisition:Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.Portfolio Management:Build and manage cl ...

Wealth Manager

About the Company Our client is a well-established Indian financial services firm founded in 1964, with a strong pan-India presence across 200+ offices in 100+ cities. The organization is known for its leadership in retail financial planning and offers comprehensive wealth advisory so ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction ...

Wealth Manager

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD) End to end management of debt proposals - from sourcing to placement at best terms for the client. Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics. < ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction ...

Wealth Manager

Company: Motilal Oswal Financial Services Limited💼Role: Wealth Manger📍Location: Bengaluru, Hyderabad, Chennai🔑 What You’ll Do:Client Acquisition:Ac ...

Wealth Manager

Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction managem ...

Wealth Manager

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfo ...

Wealth manager

Company : Motilal Oswal Financial Services LimitedRole : Wealth MangerLocation : Bengaluru, Hyderabad, ChennaiWhat You’ll Do:Client Acquisition:Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.Portfolio Management:Build and manage client po ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activitie ...

Wealth Manager

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.< ...

Wealth Manager

Company : Motilal Oswal Financial Services Limited 💼 Role : Wealth Manger 📍 Location : Bengaluru, Hyderabad, Chennai 🔑 What You’ll Do: Client Acquisition: Acquire new HNI/UHNI client ...

Wealth Manager

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activitie ...

Wealth Manager

Function: Private Wealth Management Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / PuneReporting to: Regional Director – Private WealthEmployment Type: Full-timeExecutive SummaryAt Bajaj, our Private Wealth Managers are trusted advisors to UHNI families, entrepreneurs ...

Wealth Manager

LOCATIONS - Hyderabad, Chennai, Kochi and BangaloreRole OverviewThe Wealth Management Advisor is responsible for managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients by delivering personalized investment, financial planning, and adviso ...

Wealth Manager

Location:Koramangala,BangaloreDepartment:Wealth/EquityKey Responsibilities:Key Roles / ResponsibilitiesPlan the day’s work with emphasis on leads to be contacted basis theimportance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory produ ...

Wealth Manager

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.< ...

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