Financial Sale Consultant/Wealth Advisor
2 weeks ago
Job description Designation – Financial Consultant / Wealth AdvisorWe are looking for dynamic and ambitious professionals to join our team as Financial Consultants / Wealth Advisors. In this role, you will help clients achieve their financial goals through smart investment planning, relationship management, and advisory services.Key Responsibilities · Acquire new clients through calls, references, and meetings · Promote and advise on Equity, Mutual Funds, SIPs, Insurance, PMS & Bonds · Provide market insights, research reports, IPO & NFO updates to clients · Cross-sell financial products and ensure client satisfaction · Maintain regular client engagement and ensure retention · Achieve branch AUM growth and sales targets · Support promotional activities and assist in closing leads · Prepare and share daily sales reports Requirements · Graduate (NISM-5 preferred) · 1+ year experience in financial services / sales (freshers with strong communication may also apply) · Good communication & relationship-building skills · Passion for financial markets and customer success What We Offer· Salary: ₹21,000 – ₹45,000 per month + Incentives · Travel allowance, PF, Health Insurance & Career GrowthDr Jeena Jose C HR Executive SkillActz – Trinity Skillworks Pvt. Ltd. +91 95443 16657 jeena.jose@skillactz.com
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Wealth Advisor
18 hours ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
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Content Writer
4 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Content Writer
4 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Wealth Manager
4 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
4 weeks ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
4 weeks ago
New Delhi, India SMIFS Wealth Management Ltd Full timePosition: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...
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Financial Advisor
2 weeks ago
Delhi, Delhi, India Peergrowth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRole OverviewWe are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.Key ResponsibilitiesBuild...
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Wealth Advisor
2 days ago
Delhi, Delhi, India Winsmart Jobs Full timeHiring for our reputed and well known client in Delhi Job Role : Private Wealth Advisor Experience : 3+ Years in wealth advisory Salary : 5 LPA to 15 LPA Job : Delhi Roles and Responsibility - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
3 weeks ago
New Delhi, India SMIFS Wealth Management Ltd Full timePosition : AVP/Senior Wealth Advisor – HNI/UHNI Segment Location : Mumbai, India Experience : 3–15 years in Wealth/Private Banking/Investment Advisory CTC : As per industry standards (Expected revenue generation: 3x of fixed salary)About the Role We are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth...
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New Delhi, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. With a client-first philosophy, we have earned the respect and loyalty of our clients through prompt responses to their queries. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role...