14 Job openings found

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger Roles and Responsibilities: Managing and acquiring partners to generate ...

Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines. Key Responsibilities Strategic Leadership Develop and ...

Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive ...

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive ...

Job Description   About the role In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions. Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...

Job Overview  We are looking for a highly motivated Partner Acquisition Executive (B2B) to expand our partner network and drive business growth. The candidate will be responsible for identifying, acquiring, onboarding, activating, and managing channel partners while building long-term relationships that contribute to revenue generation.   Key Responsibilities  * Identify and acquire new channel ...

Family Office Equity Research Analyst We are looking for an equity research analyst for the family office, based out of nariman point, mumbai. This will be mainly relating to public equity markets/listed securities + some private investments as well. Within that it will mainly relate to mid and small cap companies. The ...

Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...

Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...