SVP – Wealth Management | Individual / Playing Captain (UHNI Focus) Position based at Ahmedabad CTC: ₹30–80 LPA (Open for the right book & leadership impact) Email: [email protected] The Mandate This is not a support or oversight role. We are seeking a frontline wealth leader** who combines **personal UHNI credibility** with the ability to **build, lead, and dominate a regional wealth...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...
Lead, mentor, and manage a team of Private Wealth RMsDrive team performance on AUM, revenue, client acquisition, and productivitySet clear targets, conduct regular reviews, and provide coaching supportSupport RMs in closing large-ticket UHNI relationshipsAcquire and manage a select portfolio of UHNI / marquee clientsBuild strong relationships with promoters, business owners, professionals, and...
Wealth & Institutional Sales:Location: AhmedabadEmployment Type: Full-time, On-siteRole Overview:We are seeking a dynamic Wealth & Institutional Sales Officer to drive client acquisition, relationship management, and revenue growth across both retail and institutional segments. This role combines the responsibilities of wealth management sales with institutional business development, offering a...
Sr. Relationship Manager – Wealth REPORTS TO (SOLID & MATRIX): Business Unit: Tata Capital Limited Department: Wealth Sub Function: Sales Number of Positions: Single/ Multiple Position Type: Full Time Job Purpose Direct Reports (Position Title) Resources The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients,...
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 deepening the wallet from existing clients To coordinate with product and research team for taking investment...
Roles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and...
Roles and Responsibilities Relevant product experience, Good communication skills. If someone with a good wealth experience, RM who has very good knowledge on Investment and Insurance can be considered too. Can also explore AMC(Asset management company) staff, From the mutual fund houses in these locations. They have the right knowledge and skill set for an Investment Specialist role, and the...
Urgent Hiring || Relationship Manager || Ahmedabad Location- Ahmedabad Profile: Manager / Sr. Manager – Independent Financial Experience- 2 years Ctc- upto 7 Lpa (Depends on interview) Working Days- 6 days Reporting To: National Head Key Highlights: - 3 decades of experience in Capital Markets - SEBI registered Category – I Merchant Banker - Association s Membership of NSE, BSE, BSE –...
The Preferred Relationship Manager-Preferred 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 relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing...
Company Overview: Market Hub Stock Broking Pvt. Ltd. is a member of exchange BSE, NSE, we have existing 22000 clients, 150 Sub broker, & ongoing National distributorship, we have multiple Investment products like Mutual Fund, SIP, PMS/AIF etc. We are looking for a dynamic and results-driven Leader for IFA Recruitment and Development Manager to expand and strengthen our network of Independent...
- Lead, mentor, and manage a team of Private Wealth RMs- Drive team performance on AUM, revenue, client acquisition, and productivity- Set clear targets, conduct regular reviews, and provide coaching support- Support RMs in closing large-ticket UHNI relationships- Acquire and manage a select portfolio of UHNI / marquee clients- Build strong relationships with promoters, business owners,...
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 relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" • Managing PL of the Region and Building up Market Share • Owning and Establishing Tata Capital Wealth Management Brand for the regions • Recruitment, Nurturing talent,Hand Holding • Reviewing team’s performance for optimisation of...
Urgent Hiring || AVP/DVP – Private Client Group (PCG) || Gujarat Location: Ahmedabad Profile-: AVP/DVP – Private Client Group (PCG) Experience- 12 + years Ctc- Depends on interview Reporting To: CEO – Wealth & Capital Markets Key Responsibilities Strategic Leadership - Define and execute the overall PCG strategy in alignment with business objectives. - Build and scale the PCG business...
- Lead, mentor, and manage a team of Private Wealth RMs- Drive team performance on AUM, revenue, client acquisition, and productivity- Set clear targets, conduct regular reviews, and provide coaching support- Support RMs in closing large-ticket UHNI relationships- Acquire and manage a select portfolio of UHNI / marquee clients- Build strong relationships with promoters, business owners,...
- Lead, mentor, and manage a team of Private Wealth RMs- Drive team performance on AUM, revenue, client acquisition, and productivity- Set clear targets, conduct regular reviews, and provide coaching support- Support RMs in closing large-ticket UHNI relationships- Acquire and manage a select portfolio of UHNI / marquee clients- Build strong relationships with promoters, business owners,...
- Lead, mentor, and manage a team of Private Wealth RMs- Drive team performance on AUM, revenue, client acquisition, and productivity- Set clear targets, conduct regular reviews, and provide coaching support- Support RMs in closing large-ticket UHNI relationships- Acquire and manage a select portfolio of UHNI / marquee clients- Build strong relationships with promoters, business owners,...
- Lead, mentor, and manage a team of Private Wealth RMs- Drive team performance on AUM, revenue, client acquisition, and productivity- Set clear targets, conduct regular reviews, and provide coaching support- Support RMs in closing large-ticket UHNI relationships- Acquire and manage a select portfolio of UHNI / marquee clients- Build strong relationships with promoters, business owners,...
- Lead, mentor, and manage a team of Private Wealth RMs- Drive team performance on AUM, revenue, client acquisition, and productivity- Set clear targets, conduct regular reviews, and provide coaching support- Support RMs in closing large-ticket UHNI relationships- Acquire and manage a select portfolio of UHNI / marquee clients- Build strong relationships with promoters, business owners,...