Wealth Management Jobs in Jūnāgadh
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Ocean FinvestJūnāgadh
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...
Alankit Assignments LtdJūnāgadh
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...
KG Engineering & ConsultancyJūnāgadh
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...
Kotak Mahindra BankJūnāgadhmncjobsindia.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...
Red Envelope ConsultantsJūnāgadh
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 BANKJūnāgadh
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...
YubiJūnāgadh
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...
NiveshPeJūnāgadh
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...
KG Engineering & ConsultancyJūnāgadh
Job Description – PCG Sales
SUMMARY: -
The Relationship Manager-Wealth 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...
Vivriti Asset ManagementJūnāgadh
Indian or foreign institution.
Experience
• Minimum 5 years of relevant experience in financial services, including roles such as:
• Portfolio Manager / Fund Manager
• Investment Advisor / Broker Dealer
• Investment Banker / Wealth Manager
• Research...
Tipsons GroupJūnāgadh
including Exchange compliances, SEBI compliances, and Companies Act requirements.
Maintain accurate documentation and regulatory records, ensuring timely filings and submissions.
Assist in organizing and managing Board Meetings and General Meetings...
Vivriti Asset ManagementJūnāgadh
Indian or foreign institution.
Experience
• Minimum 5 years of relevant experience in financial services, including roles such as:
• Portfolio Manager / Fund Manager
• Investment Advisor / Broker Dealer
• Investment Banker / Wealth Manager
• Research...
United HR SolutionsJūnāgadhmncjobsindia.com
Company Overview One of India s rapidly growing wealth management groups this firm offers customized financial solutions across equities mutual funds fixed income commodities and insurance Combining expert advice with advanced technology...
Skyleaf ConsultantsJūnāgadhmncjobsindia.com
investors through referrals and your professional network Who We Are Looking For Ideal Profile - 6 to 10 years of extensive experience in wealth management private banking or real estate advisory - A strong established network of High Net-Worth HNI...
Aditya Birla GroupJūnāgadhmncjobsindia.com
banking financial services company in India ABFL offers customized solutions in the areas of personal finance mortgage finance SME finance corporate finance wealth management debt capital markets and loan syndication What makes an ideal ABC Citizen...
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