Wealth Manager jobs in Surat District

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...

About the CompanyResponsible for developing present and surrounding locations for LAS business.About the RoleDevelop and manage the book and deliver Net AUM growth. Enhance Customer engagement regularly and provide wow customer experience.Responsibilities- Acquire New Clients and channel partners every month.- Drive sales activities for self-sourcing and channels.- Risk Management and margin...

Company DescriptionVivro Financial Services Private Limited is a Category I Merchant Banker registered with SEBI, offering Capital Market, Corporate Finance, Advisory, Wealth Management, and Asset Resolution Services. The company is headquartered in Ahmedabad having offices across India. Vivro is led by experienced professionals and has a diverse team of experts.Role DescriptionThis is a...

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...

About UsYubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven productsYubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.About...

Urgent Hiring || AVP/DVP – Private Client Group (PCG) || GujaratLocation: AhmedabadProfile-: AVP/DVP – Private Client Group (PCG)Experience- 12 + yearsCtc- Depends on interviewReporting To: CEO – Wealth & Capital MarketsKey ResponsibilitiesStrategic Leadership- Define and execute the overall PCG strategy in alignment with business objectives.- Build and scale the PCG business with a clear focus...

Job Title: Enterprise Risk Manager (ERM) Location: Mumbai Experience Required: 10–14 Years Industry Preference: Broking / Capital Markets / Financial Services About the Role Paytm Money is looking for an experienced Enterprise Risk Manager to strengthen its risk governance framework across all business lines, particularly Equity, F&O, MF, and Wealth products. The role involves driving a...

About Us Tamara is the leading fintech platform in Saudi Arabia and the wider GCC region with a mission to help people make their dreams come true by building the most customer-centric financial super-app on earth. The company serves millions of users in KSA, UAE and Kuwait, and partners with leading global and regional brands such as SHEIN, Jarir, noon, Amazon, IKEA, e Xtra and Farfetch as well...

Job Title: Principal OfficerLocation: GIFT City, Gandhinagar, GujaratAbout Vivriti Asset ManagementVivriti Asset Management, part of Vivriti Group, is a leading alternative asset manager focused on private credit. We bring together deep research, strong origination and structuring capabilities, and disciplined portfolio construction to create compelling investment opportunities in India’s credit...

Company Description Silverlight Research Group is a London-headquartered Expert Network firm specializing in connecting top professionals with senior industry experts globally. Our clients include leading private equity funds, hedge funds, global consultancies, sovereign wealth funds, Fortune 500 corporations, and other major organizations. With a diverse and geographically distributed team...

KodeKloud is a fast-growing EdTech SaaS company dedicated to transforming the way businesses and individuals upskill their teams and themselves in DevOps, Cloud Computing and IT by offering hands-on, practical learning experiences. Trusted by over 1 million users worldwide and rated #4 on the Straits Times’ list of fastest growing companies in 2024. KodeKloud’s mission to revolutionize DevOps...

Job description deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive...

AdvisoryAI is building the AI co-pilot that's transforming wealth management. We automate the tedious middle-office work that buries financial advisors, freeing them to focus on what matters: their clients. Founded by Entrepreneur First alumni, we've scaled to thousands of daily active users and are currently valued at £100 million. We're raising our Series A in 2025. We need cracked Software...

job title: b2c relationship managercompany: arham shareslocations: surat ahmedabad rajkot mumbaijob type: full-timeexperience: 13 yearssalary: 12,000 25,000 per month + incentives (negotiable)________________________________________about arham sharesarham shares is a leading financial services company specializing in stock broking, investment advisory, and wealth management. we empower retail...

JOB DETAILS To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank...

Senior Associate, Treasurs Relationship Manager, Consumer Banking Group-(WD77133) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

Job Description – Branch Head Company: JM Financial Experience: 5+ Years Locations: Surat, Pune, Mumbai (Vile Parle) About the Role: We are looking for an experienced Branch Head to lead our branch operations, drive business growth, and manage a high-performing team. The role involves overseeing sales, expanding the Independent Financial Distributor (IFD) network, and ensuring smooth branch...

Company Description: Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex challenges and build...

About Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technologyExpectations/ Requirements:l Key account Manager...

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology.About the team: Dairy vertical include digital...