Wealth Management Jobs in Surat

Max Life Insurance - Surat

is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves Not disclosed INR

from: naukri.com - 15 days ago

Tekpillar - Vapi, Bharuch, Ankleshwar

3 to 6 years of experience in core retail liability banking sales with a proven track record of exceeding sales targets 5 years of experience in managing HNI client portfolios and providing wealth 4-9 Lacs PA INR

from: naukri.com - 20 days ago

Surat, India

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 Not Mentioned

from: Monsterindia.com - More than 30 days ago

Max Life Insurance - Surat

Requirements:Bachelors degree in finance,economics,business,or a related field . Proven experience as a Relationship Manager,preferably in affluent banking or private wealth management Not disclosed INR

from: naukri.com - 29 days ago

Surat, India

Company Overview AASTHA FINTECH PVT. LTD. is a top Wealth Management and Financial Consulting firm in Western India. Offering a 360 wealth and risk management solutions. Headquarters in Surat Not Mentioned

from: Monsterindia.com - 27 days ago

Surat, India

acquisition,wealth management,risk management,networking,sales,client-focused solutions,relationship building,insurance contracts,b2b,agency development Not Mentioned

from: Monsterindia.com - 7 days ago

Surat, India

in any discipline Key Requirements - Experience & Skills 2-3 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Not Mentioned

from: Monsterindia.com - More than 30 days ago