Wealth Management Jobs in Bhavnagar
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KG Engineering & ConsultancyBhavnagar
Job Specifications
Role Designation: Sr RM/RM Investment Products
Department: Investment Products
Function: Sales/Wealth Management
Company: MOFSL
Reporting to: Cluster Manager
Location: Ahmedabad, Surat
Job Purpose
The role would require...
The Bong ScalperBhavnagar
OptiXen, operates round-the-clock across leading Indian indices, NSE Equities & ETFs generating Quant-Powered Research, Tactical Signals & Execution-Ready Recommendations for institutional market participants.
We are tapping into Portfolio Management...
Ocean FinvestBhavnagar
Company Description
Ocean Finvest, SEBI-registered under INH000019460, is a trusted financial advisory firm dedicated to delivering innovative wealth management and financial solutions. Since our inception in 2014, we have empowered over 5000...
KG Engineering & ConsultancyBhavnagar
Job SpecificationsRole Designation: Sr RM/RM Investment Products Department: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job PurposeThe role would require to cater...
Alankit Assignments LtdBhavnagar
A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus.
• Experience: Good experience in equity sales, broking, wealth management, or a similar financial services role...
Red Envelope ConsultantsBhavnagar
mindset, high integrity, and the maturity to handle sophisticated HNIs in dynamic market conditions.
Qualifications
• 8 - 10 years in wealth management/financial advisory with an existing HNI book in Gujarat.
• Strong communication, analytical skills...
YES BANKBhavnagar
Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans...
Resolute CorpBhavnagar
Domain Exposure: Preferably from industries such as financial services, banking, real estate, or wealth management.
• Expertise in:
• Lead generation (B2C)
• SEO, SMO, SMM, and digital marketing channels
• Performance marketing and ROI-based campaigns...
YubiBhavnagar
Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering...
Kotak Mahindra BankBhavnagarmncjobsindia.com
relationships with clients understanding their financial goals and objectives Offer tailored financial solutions including investment advice and wealth management services Monitor market trends and client portfolios to identify potential risks...
YubiBhavnagar
the Job:
The Senior Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining...
YES BANKBhavnagar
through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT...
Wealth First Portfolio Managers LtdBhavnagar
in Finance, Commerce, or related field.
• NISM certifications.
• 1–4 years of experience in wealth management, financial advisory, or relationship management.
KEY ATTRIBUTES
• Client-centric mindset with high integrity.
• Goal-oriented and self-motivated...
NiveshPeBhavnagar
journey simple and seamless.
We monitor your portfolio 24×7, suggest improvements to keep it healthy, and provide access to a dedicated financial manager—ensuring you make smarter long-term wealth decisions.
About the role
We’re looking for enthusiastic...
BrightstoneBhavnagar
Company Description
Brightstone specializes in providing expert consulting and innovative technology solutions tailored to the asset and wealth management industry. With expertise in investments, data and analytics, operations, and technology...
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