Wealth Manager

Company DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...

Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio...

Role: Financial Planner/Wealth ManagerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Company Description Torin Wealth is committed to providing honest and tailored financial services to clients, ranging from individuals to corporations. The company specializes in various products, including Life Insurance, General Insurance, Mutual Funds, Portfolio Management Services (PMS), and other investment instruments. Torin Wealth aims to deliver the...

Company DescriptionTorin Wealth is committed to providing honest and tailored financial services to clients, ranging from individuals to corporations. The company specializes in various products, including Life Insurance, General Insurance, Mutual Funds, Portfolio Management Services (PMS), and other investment instruments. Torin Wealth aims to deliver the...

Company DescriptionTorin Wealth Management is South Gujarat's largest 360° wealth management firm cateringto Financial Planning, Investments, Insurance, Financing and Estate Planning needs forUHNIs/HNIs, families, trusts, and SMEs. With 13+ years of expertise and a strong presencein 6 cities across India — Surat (Headquarters), Anand, Rajkot, Vadodara and...

Wealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...

To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company This is Field work Job Build and maintain relation with clients Candidate can also send their CV at Required Candidate profileMin 3 years of experience as Wealth Manager in AMC/Bank/Broking Company Sound Knowledge equity broking,...

A Position OverviewPosition TitleRegional Wealth SpecialistDepartmentPartnership Distribution IBL Level BandSr ManagerRole Summary To manage sales and business objective of the cluster meeting or exceeding key targets Provides personalized financial advice Insurance and investment strategies to clients helping them to achieve their financial goals ...