Current jobs related to Wealth Management Advisor - india - ProHreach Hiring Solution
-
Private Wealth Manager
6 days ago
India IIFL Securities Full timeCompany Description We suggest you enter details here. Role Description This is a full-time role for a Wealth Manager at IIFL Securities in Mumbai. As a Wealth Manager, you will be responsible for financial planning, investment management, and insurance services for clients. This role involves providing personalized financial advice, developing...
-
VP - Wealth Management
3 months ago
india Leading Diversified Financial Services firm Full timeCompany : A leading Diversified Financial services firm Position : VP/ AVP/ Portfolio Manager Reports to : Zonal Head / Head of Sales (Wealth) Location: Mumbai / Delhi / Bangalore / Pune / Kolkatta Team size : none Sal Range: Rs 30-60L + Variables Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial...
-
Wealth Ba
3 months ago
India CAPCO Full time**Job Title: Business Analyst -Wealth** ***About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the _**_British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across...
-
Relationship Manager First Wealth-South
2 days ago
india IDFC FIRST Bank Full timeRole/Job Title : Relationship Manager–First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local...
-
Insurance Sales Specialist
3 weeks ago
India Open Wealth Network Full timeCompany Description Open Wealth Networks is a premier wealth management firm dedicated to maximizing client profits through strategic investments in mutual funds, stocks, and insurance products. With a focus on delivering high-quality financial solutions, the company helps clients navigate the complexities of the financial market, ensuring growth and...
-
Insurance Sales Specialist
3 weeks ago
India Open Wealth Network Full timeCompany Description Open Wealth Networks is a premier wealth management firm dedicated to maximizing client profits through strategic investments in mutual funds, stocks, and insurance products. With a focus on delivering high-quality financial solutions, the company helps clients navigate the complexities of the financial market, ensuring growth and...
-
Equity Advisor
6 days ago
India Planify Capital Limited Full timePlanify is hiring private wealth consultants/managers to cater to high-net-worth individuals by offering PreIPO, Startup investment advice, and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding, private equity, and wealth management space. Someone who can take ownership of providing...
-
Relationship Manager
4 months ago
india Wealth way Full timeCompany Overview: Wealth Way Auxiliary Training Pvt Ltd is a leading provider of training and development solutions in the finance and investment sector. Our mission is to empower individuals with the knowledge and skills needed to achieve financial success. As part of our growth strategy, we are seeking talented individuals to join our team as Telecalling...
-
Independent Investment Advisor
3 weeks ago
India deVere Group Full timedeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. This role is based in Gurgaon or Mumbai and may require relocation. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a...
-
Independent Investment Advisor
4 weeks ago
India deVere Group Full timedeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.This role is based in Gurgaon or Mumbai and may require relocation.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast...
-
Service Advisor
3 months ago
India NicheTree Full timeAutomobile sales And Service Service Advisor responsibilities include greeting customers, listening to their needs and scheduling appointments as needed. Administrative Support, Time Management Skills, Product Knowledge, Communication Skills, Proficiency in Local Languages Excellent customer service, interpersonal and communication expertise, understanding...
-
Medical Advisor
2 months ago
India Bloom Consulting Services Full time**Medical Advisor ( Job ID : 000000653 )**: NA Experience **2 - 5 years** Offered Salary Notice Period **Not Disclosed** JD for Dr: Roles & Responsibilities: 1] Handling health claims/Cashless reimbursements as per the prescribed manner within the TAT 2] Verification of medical documents for justification of claims 3] Good in medical knowledge and...
-
Specialty Care Advisor
3 months ago
India Bristol Myers Squibb Full time**Working with Us** Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms...
-
Process Discovery and Design
3 months ago
India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Business Process Discovery and Design (PDD team is focused on assessing people, process, data and technology and redesigning them to work to position Asset and Wealth Management for future growth and provide high touch and customized services to high net worth clients. In addition to establishing these capabilities, PDD manages value...
-
Credit&collections Advisor
4 months ago
India Vodafone Full time**Description**: - The Credit and Collections Advisor is responsible for providing customer accounting, internal and external collection, high usage control and credit check advice and administration services offering advice based on the creditworthiness of prospective and existing customers in line with the credit and collections policies and procedures....
-
Program Advisor
6 days ago
India Interview Kickstart Full timeWe are looking for motivated and well-spoken Program advisors to join our sales team. The Program advisors will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You should be able to close sales and meet targets to be successful as a Program advisor. You should be able to...
-
Program Advisor
6 days ago
India Interview Kickstart Full timeWe are looking for motivated and well-spoken Program advisors to join our sales team. The Program advisors will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You should be able to close sales and meet targets to be successful as a Program advisor you should be able to...
-
Marketing Executive
5 days ago
India A D Naik Wealth Full timeThis position offers significant growth opportunities, including the chance to develop strategies and lead projects. If you are passionate about finance and marketing, this is your opportunity to shine and grow. What all you will do? Podcast Production: Produce high-quality podcast episodes, coordinating with guests and internal team members to...
-
Program Advisor
3 weeks ago
India Interview Kickstart Full timeWe are looking for motivated and well-spoken Program advisors to join our sales team. The Program advisors will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You should be able to close sales and meet targets to be successful as a Program advisor. You should be able to...
-
Program Advisor
4 months ago
India Interview Kickstart Full timeWe are looking for motivated and well-spoken Program advisors to join our sales team. The Program advisors will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You should be able to close sales and meet targets to be successful as a Program advisor you should be able to...
Wealth Management Advisor
4 months ago
Role: Relationship Manager
About the Job
Investment Advisory Sales & Business Development A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria
● Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies.
● Preparing reports and presentations for investor awareness and client engagement.
● Educating potentials clients regarding the various services offered by the firm in an office or online meeting
● New client conversions.
Miscellaneous Details
● Mon to Fri full day working (9:30 am to 6:30 pm).
● Work from Office Role; Meeting clients face to face when required.
● You will be working directly with the founders in the core team.
● Must have experience dealing with HNIs/UHNIs
● Managing Mutual Funds or overseeing AUM ( Assets Under Management )
● Independently managing a substantial AUM.
Candidates Eligibility
● Education Background Finance/ Marketing/Sales.
● Work Experience (yrs) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking.
● Work Profile Acquiring HUI/UHNI clients in wealth/portfolio management/mutual funds/financial planning. Communication
Good Written and Spoken English Communication Skills
Soft Skills
Presentable; Good Interpersonal skills; quick learner, ownership mindset
