wealth advisor

Job Description: (1) Position Name: Wealth Advisor No. of Vacancies 05 (Male / Female)Educational Qualifications Preferred: B.com/M.com/ MBA/BBA Experience Minimum : 1 year and above Industry Experience Required Banking, Broking firm, DSA, Insurance company CTC Offered [per Annum] Upto 4 LPA Job Description Candidate will be Responsible for Direct...

Develop and execute the circle's wealth management strategy to achieve revenue targets.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new business opportunities and expand the HNW and UHNW client base.Work closely with the branch banking team to generate leads and cross-sell wealth products.Ensure strong...

Job Description:As a key member of our team at Waytogo Consultants, the Wealth Management Leader will be responsible for developing and executing a comprehensive wealth management strategy to drive revenue growth. This involves promoting the sale of investment products, insurance, alternative assets, and other wealth solutions to high net worth (HNW) and...

Key Responsibilities: Develop and execute a comprehensive wealth management strategy to drive revenue growth. Promote the sale of investment products, insurance, alternative assets, and other wealth solutions to high net worth (HNW) and ultra-high net worth (UHNW) clients. Identify new business opportunities and expand the HNW and UHNW client base through...

About the Role:We are looking for a highly skilled Senior Investment Advisor to lead our efforts in growing our high net worth business. As a Senior Investment Advisor, you will be accountable for achieving annual revenue, AUM, and strategic product targets in your respective geography.You will advise and meet clients on their business and investment needs...

Principal Officer - GIFT CityAbout the Role:We seek a seasoned Principal Officer to lead our GIFT City operations and ensure robust governance, regulatory adherence, and operational excellence. This role is pivotal in driving our IFSC initiatives, managing investor relations, firm's investment decisions and overseeing fund management activities.Key...

Principal Officer - GIFT CityAbout the Role:We seek a seasoned Principal Officer to lead our GIFT City operations and ensure robust governance, regulatory adherence, and operational excellence. This role is pivotal in driving our IFSC initiatives, managing investor relations, firm's investment decisions and overseeing fund management activities.Key...

This role is designed for individuals who are passionate about building and nurturing long-term relationships. Folks from AMC/Insurance background would be preferred. Need to have at least active IFA/MFD/RIA/ND connects.Location : (Gujarat, Rajasthan Madhya Pradesh , Uttar Pradesh)Cities : Vadodara, Surat, Ahmedabad, Rajkot, Jaipur, Udaipur, Indore,...

Required Skills and QualificationsTo be successful in this role, you will need:Holds qualification as a member of the Institute of Company Secretaries of India (ICSI), or as a member of the Institute of Chartered Accountants of India (ICAI) or a LLB with relevant experience.At least 5 years in related activities in the securities market or financial products...

This role is designed for individuals who are passionate about building and nurturing long-term relationships. Folks from AMC/Insurance background would be preferred. Need to have at least 100-200 active IFA/MFD/RIA/ND connects.Location : (Gujarat, Rajasthan Madhya Pradesh , Uttar Pradesh) Cities : Vadodara, Surat, Ahmedabad, Rajkot, Jaipur, Udaipur, Indore,...

Designation:  Compliance Officer Responsible for day to day operations of the FME and Fund incl. but not limited to review of fund NAV, compliances, liaising with auditors, undertaking middle-office functions, responding to investor queries, Liaising with third party service providers such as auditors, fund administrators, RTAs, counsels and so on. ...

This job is with S&P Global, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About the Role: Grade Level (for internal use): 12 The Role: Regional HR Advisor - India As a Regional HR Advisor...

This job is with S&P Global, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About the Role:Grade Level (for internal use):12 The Role: Regional HR Advisor - India As a Regional HR Advisor...

Our MissionAbout UsLivspace is revolutionizing the home interiors and renovation industry with its cutting-edge technology and innovative approach. As Asia's largest and fastest-growing omnichannel platform, Livspace provides a comprehensive renovation solution for homeowners, from design to last-mile fulfillment. Our goal is to deliver a seamless and...

Head - Partnerships - B2BKey Responsibilities: Strategic Partnerships & Business Development:- Develop and execute a comprehensive B2B partnership strategy spanning education financing (loans/Insurances and ancillary services)) and savings (mutual funds/FD/DigiGold).- Build and nurture relationships with schools, universities, coaching institutes, financial...

Job DescriptionOister Global (www.oisterglobal.com) is Indias premier Alternative Assets Manager. We combine robust diligence, deep domain expertise, and an extensive network to create high quality private market opportunities for our investors. We are seeking a highly skilled and experienced Company Secretary to join our team at Oister, a dynamic and...

Oister Global () is India's premier Alternative Assets Manager. We combine robust diligence, deep domain expertise, and an extensive network to create high quality private market opportunities for our investors. We are seeking a highly skilled and experienced Company Secretary to join our team at Oister, a dynamic and rapidly growing business based in...

Oister Global (www.oisterglobal.com) is India's premier Alternative Assets Manager.We combine robust diligence, deep domain expertise, and an extensive network to create high quality private market opportunities for our investors.We are seeking a highly skilled and experienced Company Secretary to join our team at Oister, a dynamic and rapidly growing...

Oister Global ( is India's premier Alternative Assets Manager. We combine robust diligence, deep domain expertise, and an extensive network to create high quality private market opportunities for our investors. We are seeking a highly skilled and experienced Company Secretary to join our team at Oister, a dynamic and rapidly growing business based in...

Job Description">We are seeking a highly experienced Company Secretary to join our team in Gurgaon, responsible for ensuring corporate compliance, governance, and efficient administration of company affairs.">The candidate will play a crucial role in ensuring compliance with GIFT City IFSCA and SEBI regulations, spearheading compliance and risk management...