Job Purpose
The objective of this role is to contribute to the teams efforts in delivering exceptional financial solutions and maintaining strong client relationships.
As an Individual Contributor need to provide crucial support to Rela...
...available investment opportunities to determine compatibility with client financial plans.
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully unders...
...Performing Regional Financial Advisor (West 2016–17) by CNBC.
Role Description
This is a full-time on-site role for a Growth Coordinator. The Growth Coordinator will be responsible for day-to-day activities ...
...proactively rebalance their portfolios to maintain their desired asset allocation.
• Enhance customer wallet share by advising on in-house products like PMS, AIF, and Direct Equity, in addition to third-party invest...
Direct Responsibilities
The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, ...
Position name – Sr Wealth Advisor/Team Lead/Practice Head
Minimum Years of experience – 12 years
Industry – Private Wealth
Job Location – Mumbai
Clients: We are hiring for multiple positions with the top Private Wealth Compa...
...the Best Performing Regional Financial Advisor (West 2016–17) by CNBC.
Role Description
This is a full-time on-site role for a Graphic Designer located in Mumbai. The Graphic Designer will be responsible for crea...
Company Overview
AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our ph...
...nations. At A. D. Naik Wealth, we focus on the individual and their financial freedom, not just numbers and strategies. We have been awarded... ...coordinate with the back-end team to ensure ...
Direct Responsibilities
The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, ...
