Job descriptionPosition Overview:The Executive Assistant will be responsible for providing high-level administrative support to the Partner, managing a wide range of tasks to ensure smooth operations. The ideal candidate will have strong organizational skills, a keen attention to detail, and the ability to handle confidential information with discretion.Key Responsibilities:Manage the Partners calendar, scheduling meetings and appointments while ensuring optimal time management.Prepare and edit correspondence, reports, and presentations.Organize and maintain electronic and physical filing systems.Act as the first point of contact for internal and external communications, responding to inquiries and routing messages appropriately.Liaise with clients, stakeholders, and team members on behalf of the Partner.Assist with project coordination and tracking progress on key initiativesPlan and organize events, meetings, and travel arrangements, ensuring all logistics are handled efficiently.Maintain confidentiality regarding sensitive information and client interactionsQualifications:Bachelors degree in any relevant field, Finance, or a related field preferred.0-2 years of experience as an Executive Assistant or in a similar role, preferably in the financial services industry.Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems.Strong written and verbal communication skills.Ability to prioritize tasks and manage multiple projects in a fast-paced environment.

We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction. Conduct regular portfolio reviews and rebalancing based on market trends and client objectives. Investment Strategy & Portfolio Management: Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals. Stay updated with financial market trends, regulatory changes, and investment products. Offer guidance on asset allocation, tax optimization, estate planning, and risk management. Business Development & Revenue Generation: Identify new business opportunities, acquire new clients, and expand the companys market share. Develop strong referral networks through partnerships, events, and client recommendations. Work towards achieving revenue and AUM (Assets Under Management) targets. Compliance & Risk Management: Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies. Conduct due diligence and risk assessments for clients? investment portfolios. Maintain accurate client records, KYC compliance, and periodic financial reviews. Team Collaboration & Leadership: Work closely with research analysts, investment teams, and other departments to deliver superior client solutions. Mentor and support junior wealth managers in developing their skills and expertise. Key Qualifications & Skills: 10-20 years of experience in wealth management, Investment Banking, or financial advisory. Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning. Excellent networking and business development skills with a proven track record in client acquisition. CFP, CFA, CA, or MBA (Finance) from Tier 1 College preferred. Proficiency in financial tools, CRM platforms, and Excel-based financial modeling. Exceptional communication, interpersonal, and presentation skills. Compensation & Benefits: Competitive fixed salary + performance-based incentives. Comprehensive benefits package (health insurance, retirement plans, etc.). Opportunities for career growth and leadership roles

Job Description Complete formalities for setting up their investment a/c and fulfil their operational requirements.Coordinating with and assisting Clients for investment related queries.Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's investment philosophy.To take care of the back office and liaison with other partners for operations related work.To work on MIS and other internal data related to business.Follow up with the clients for pendency and fulfilling their requirement.Updating the clients on their portfolio and assist them in resolving their queries.Deliver Service with utmost action and ensure Client satisfaction.RequirementsAny Graduate with good communication skills and Fluency in English.Basic computer knowledge (MS Office, emailing, Google Sheets, Online Meeting Tools)Knowledge of Mutual Fund/Insurance Industry (not mandatory/ but will be preferred).Certification related to the role will be an advantage.(1-2yrs) of Work experience in similar Profile.

Job DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact to our client for his wealth management and family office needs.ResponsibilitiesDialogue with our clients to understand their objectives and challengesAnalyze clients' data and provide strategic recommendations to clientsPresent value-proposition to clientsPortfolio Management of High NetWorth Clients.Analysis of financial productsMeeting clients and work with a team to deliver best experience to client.