Wealth Management Jobs in Puruliya
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Search Results - Wealth Management Jobs in Puruliya
YES BANK-Puruliya
Domain Expert)
• In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth
• Anticipate...
SPK Finserve Private Limited-Puruliya
solutions in investment planning, wealth management, and financial consultancy. We are expanding our team and looking for a dynamic Accounts & Sales Associate to join our Newtown PS Abacus branch in Kolkata.Role & Responsibilities: (Fresher Role Only...
Anand Rathi Share and Stock Brokers Ltd-Puruliya
Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products: Mutual Funds, PMS, Structured Products.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising...
SPK Finserve Private Limited-Puruliya
expert solutions in investment planning, wealth management, and financial consultancy. We are expanding our team and looking for a dynamic Accounts & Sales Associate to join our Newtown PS Abacus branch in Kolkata.
Role & Responsibilities: (Fresher Role...
SVF Entertainment-Puruliya
Bachelor’s degree in Finance, Economics, or related field (MBA/CA/CFA highly preferred).
• 6-8 years of experience in equity research, portfolio management, or wealth advisory roles.
• Proven track record of managing large investment portfolios, preferably...
Waytogo Consultants-Puruliya
Expert in articulating and communicating effectively
• Problem solving
• Result oriented
• Influencing
• B2B Clients handling
• Customer management and objection handling
• Research oriented
Key Accountabilities
• Responsible for Concept Selling across...
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