1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 18.00 LPA
The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.
Job description
Maintaining a deep knowledge of company products and services.
Building and maintaining strong relationships ...
1 Opening(s)
9.0 Year(s) To 14.0 Year(s)
50.00 LPA TO 60.00 LPA
PCG Desk Head
9 - 14 years
Job description
Looking for PCG Desk Head to join our dynamic team and embark on a rewarding career journey.
Lead and oversee the overall operations, strategy, and performance of the assigned department or organization
Develop and implement policies, processes, and objectives to achieve organizational goals
Foster collaboration among teams ...
2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years
Job Description
As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)
Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
Conduct regular portfolio reviews and recommend adjustments based on market conditions ...
1 Opening(s)
0 To 4.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Deputy Manager– Finance and AccountsReports to (Position): Manager – Finance and AccountsPosition Purpose: The role involves managing financial reporting, audits, and tax compliance. Key tasks include finalizing financial statements, coordinating audits, ensuring compliance with direct and indirect tax regulations (including TDS and GST), and preparing management reports. The position also supports budgeting, forecasting, and cost control ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF)
Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
Conduct regular portfolio reviews and recommend adjustments based on ...
5 Opening(s)
4.0 Year(s) To 7.0 Year(s)
8.00 LPA TO 10.00 LPA
The key areas of responsibilities are as follows:
- Increase AUM, Net Sales, and Market Share of the AMC at the Branch- Channel management across IFA’s, National Distributors and Banks- Team Management and development of sub - ordinates- Ensure standards of Customer Service and Compliance are met at the Branch- Monitoring ...
2 Opening(s)
4.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 10.00 LPA
Preferred Certified Financial Planner
Diff between IS & Trader IS: Trader IS is for Super Trader segment & they will be assigned few branches to support Super Trader RMs.
Super Trader IS don't have any client DPMS mapping they would be assigned few branches and their key responsibility is to drive cross sell ...