We are looking for to hire an equity specialist for our Product Intelligence Unit (PIU). Key Responsibilities 1. Analysis key local/global market trends to formulate and communicate firm's investment strategy. 2. Due Diligence on equity fund managers across PMS/AIFs/MFs 4. Shortlisting equity fund managers across PMS/AIF/MFs using our manager selection framework. 3. Review existing recommended equity-oriented product using our fund appraisal framework. Ideal candidate should be passionate about equity investing , comfortable with quantitative analysis and with a zeal to learn. Good excel and programming skills will be an added advantage. MBA/CA/CFA with 2 to 6 years' experience in wealth/asset management or equity research.
Company Description At 360 ONE Wealth, we understand the path to creating lasting legacies requires expertise, trust, and commitment. We specialize in preserving, managing, and growing wealth through nuanced solutions and comprehensive offerings such as Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. Our deep research capabilities and world-class teams place you at the center of everything we do. Understanding the diverse needs of different families is what sets us apart. Role Description This is a full-time on-site role located in Mumbai for a VP – Proposition and Strategy. The VP will be responsible for developing and implementing strategic plans, conducting market and financial analysis, consulting with stakeholders, and driving digital strategy initiatives. The role involves collaboration with various teams to ensure the successful execution of wealth management strategies. Qualifications Strong Analytical Skills and capacity for Strategic Planning Experience in Consulting and Finance Competence in Digital Strategy Exceptional leadership and communication skills Proven ability to work collaboratively in a team environment Advanced degree in Business, Finance, or a related field is preferred Experience in wealth management or financial services is advantageous
As a Debt Dealer within the Wealth Management division, you will be tasked with executing and managing client-focused fixed-income strategies involving a diverse range of debt instruments. Your role will involve collaborating closely with relationship managers, portfolio managers, and credit analysts to create customized solutions that meet the risk-return objectives of clients. Your responsibilities will include trade execution and market making, providing client advisory and relationship support, assisting in portfolio management, staying informed on market intelligence and strategy, as well as fulfilling operational and compliance duties. To excel in this role, you should possess 2-5 years of relevant experience and have a strong network with WDM brokers, NCD/CP issuers, mutual funds, primary dealers, and insurance companies. If you are looking to leverage your expertise in debt instruments and client-centric strategies in a dynamic wealth management environment, this position offers an exciting opportunity to contribute to the success of our clients and firm.,
Presenting our product proposition ranging across asset classes to UHNWI and Family offices. Accompanying RMs on client meeting to provide a deep understanding on various investment products. Working closely with the Region head to drive sales across a range of carefully curated investment products. Developing a strong feedback mechanism between the branch's sales team and central product team to further enhance our product proposition. Actively addressing queries regarding new/existing from RMs/Clients. Driving product road shows at the branch level.
As a part of our team, you will be responsible for presenting our diverse product offering to Ultra High Net Worth Individuals (UHNWI) and Family offices. This will involve showcasing a wide range of investment products and accompanying Relationship Managers (RMs) during client meetings to ensure a comprehensive understanding of the available options. You will collaborate closely with the Region head to boost sales performance across a meticulously curated selection of investment products. Your role will also entail establishing an efficient feedback loop between the branch's sales team and the central product team to continuously refine and improve our product lineup. In addition, you will be actively engaging with RMs and clients to address any queries related to both new and existing products, ensuring a high level of customer satisfaction and clarity. Furthermore, you will be responsible for organizing and leading product road shows at the branch level, aiming to effectively communicate the value and features of our offerings to potential clients.,
Company Description At 360 ONE Wealth, we understand that creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put you at the center of everything we do. Understanding the unique needs of different families is what sets us apart. Role Description This is a full-time, on-site role for an Area Head located in New Delhi. (Playing Captain) The Area Head will be responsible for overseeing the wealth management operations and ensuring the team's adherence to company standards. Tasks will include managing client relationships, developing strategic plans, conducting market research, and leading the team to achieve set targets. Additionally, the Area Head will collaborate with other departments to optimize service delivery and enhance client satisfaction. Qualifications Experience in Wealth Management, Estate Planning, and Lending Solutions Ability to develop and implement strategic plans Strong client relationship management skills Proficiency in conducting market research and analysis Leadership and team management skills Excellent communication and interpersonal skills Deep understanding of family office solutions Bachelor's degree in Finance, Business Administration, or related field; Master's degree preferred Experience of over 12 years plus in the financial services industry is a
Company Description At 360 ONE Wealth, we understand that creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put you at the center of everything we do. Understanding the unique needs of different families is what sets us apart. Role Description This is a full-time, on-site role for an Area Head located in New Delhi. (Playing Captain) The Area Head will be responsible for overseeing the wealth management operations and ensuring the team&aposs adherence to company standards. Tasks will include managing client relationships, developing strategic plans, conducting market research, and leading the team to achieve set targets. Additionally, the Area Head will collaborate with other departments to optimize service delivery and enhance client satisfaction. Qualifications Experience in Wealth Management, Estate Planning, and Lending Solutions Ability to develop and implement strategic plans Strong client relationship management skills Proficiency in conducting market research and analysis Leadership and team management skills Excellent communication and interpersonal skills Deep understanding of family office solutions Bachelor&aposs degree in Finance, Business Administration, or related field; Master&aposs degree preferred Experience of over 12 years plus in the financial services industry is a Show more Show less
As a Treasury Service Relationship Manager at the AVP/VP level, your role will involve managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth. The ideal candidate will combine strong technical expertise, deep market intelligence, and superior relationship management skills. Key Responsibilities: - Develop and manage relationships with corporate clients to understand their treasury needs and provide customized solutions. - Drive sales of treasury and risk management products including liquidity, cash management, and investments. - Partner with internal teams (risk, compliance, operations, product) to deliver seamless client experience. - Stay updated on market developments, regulatory changes, and competitive landscape to provide insights and advice to clients. - Acquire new corporate clients and expand wallet share from existing ones by identifying their needs and selling treasury products. - Leverage technology and digital platforms to enhance client servicing and efficiency. - Maintain a disciplined approach to pipeline management, client coverage, and revenue growth. Skills & Attributes: - Strong technology orientation and ability to adopt digital platforms for client engagement. - Prioritizing a service mindset is essential for supporting clients. - Sharp intelligence and market acumen to interpret economic, regulatory, and industry trends. - Exceptional relationship management skills with the ability to engage CXO-level stakeholders. - Excellent communication, presentation, and negotiation skills. - Results-driven, entrepreneurial mindset with the ability to thrive in a fast-paced environment. Qualification & Experience: - MBA / Graduate. - 8-12 years in Treasury Sales / Corporate Treasury Relationship Management, preferably with Banks, NBFCs, AMCs, or financial institutions.,