1. Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting2. suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.3. Responsible for generating revenue primarily through brokerage and TPP.4. Advising & execution of…
Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients\' financial progress regularly, ensuring alignment with their objectives and making adjustments.…
We have an opportunities for CFO for one of the leading NBFC for Delhi locationJOB DESCRIPTION:Chief Financial Officer NBFCLocation DelhiMinimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFCKey Responsibility Area: Responsible for overall financial controls of…
We have an opportunities for CFO for one of the leading NBFC for Delhi locationJOB DESCRIPTION:Chief Financial Officer NBFCLocation DelhiMinimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFCKey Responsibility Area: Responsible for overall financial controls of…
The position is for a well known Wealth Boutique firmSupport & Service Delivery: Engage proactively with clients and be their single point of contact for all service related requirements. Be hands on and provide best in class service to clients.…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
The position is for a well known Wealth Boutique firm Support & Service Delivery: Engage proactively with clients and be their single point of contact for all service related requirements. Be hands on and provide best in class service to…
The position is for a well known Wealth Boutique firm Support & Service Delivery: Engage proactively with clients and be their single point of contact for all service related requirements. Be hands on and provide best in class service to…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
Chief Financial Officer NBFC Location Delhi Minimum 15 20 Years Of Finance Experience Of Which 10 Years In NBFC/Financial Services Key Responsibility Area: Responsible for overall financial controls of the group including Budgeting, accounting, MIS, Compliance and Taxation. Control over…
The position is for a well known Wealth Boutique firm Support & Service Delivery: Engage proactively with clients and be their single point of contact for all service related requirements. Be hands on and provide best in class service to…
Customer Acquisition Minimum of 1 Cr. 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various…
Team Leader Wealth Management The position is for one of the leading NBFC (prior wealth experience is must) If you love interacting with high net worth people, and maintaining strong long term relationships, this is the position for you! ROLE…