0.0 years

0 Lacs

gurugram, haryana, india

On-site

About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 925 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients lives, which is why we also started Prospurts Welln...

Posted 1 week ago

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Assistant Manager - Investment Servicing Sinhasi Consultants Pvt. Ltd.

1.0 - 3.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

Posted 2 weeks ago

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Wealth Relationship Manager Wise Finserv

0.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of In...

Posted 3 weeks ago

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Cloud Security Engineer - CWM, CWPP, Cloud Defender Providence Global Center

3.0 - 8.0 years

10 - 20 Lacs

hyderabad

Work from Office

We are looking for Cloud Security professionals who can secure enterprise workloads across AWS, Azure, and GCP. If you have experience with Cloud Workload Management (CWM) and Cloud Workload Protection Platforms (CWPP), we want to talk to you! Required Skills Hands-on experience with AWS / Azure / GCP security services. Expertise in CWPP / CWM / CSPM. Familiarity with tools such as Prisma Cloud, Wiz, Trend Micro Cloud One, Defender for Cloud, Check Point CloudGuard, Aqua Security, Sysdig, Orca Security. Strong understanding of Container & Kubernetes Security (Docker, K8s). Knowledge of Cloud Compliance. Relevant certifications preferred: CCSP, AWS Security Specialty, AZ-500, CKS, CISSP. Role...

Posted 1 month ago

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Partner -First Private IDFC FIRST Bank

5.0 - 7.0 years

0 Lacs

Chennai, Tamil Nadu, India

On-site

Job Requirements Job Description: Partner - First Private at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is a great place to build a successful career. Job Title: Partner - First Private Job Type: Full-Time Job Category: Others Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Chennai, Tamil Nadu, India Additional Parameters Minimum 5 years of experience in wealth management or private banking Strong knowledge of financial products and services Excel...

Posted 3 months ago

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