Wealth Management Advisor
6 days ago
JOB DESCRIPTION Job Title: -Wealth Creation Counsellor Location: - Pune (Viman Nagar) Terms: -Full Time Shift Time: -10.00am to 7.00pm Week Off: -Sunday Batch Count: - 10 Batch Date :- 24th July Training Period: -10 days (Candidates will be onboarded post certification) JOB ROLE & RESPONSIBLITIES We are looking for an enthusiastic Wealth Creation Counselors who can counsel the potential investors over the phone and will be able to generate the sales for the organization by selling the different type of advisory services. The candidate shall take up the below mentioned roles and responsibilities Dialing 100-150 calls giving 3-5 hours talk time. Selling an equity-based product on call from scratch to end. The candidate will be responsible to do counseling of interested customers and to suggest best Investment plans as per his/her financial requirements. The candidate will be responsible to convert the interested customers into clients through doing proactively follow-ups and counseling. CANDIDATE REQUIREMENTS Communication: - An effective counselor must be an excellent communicator and have superior people skills. As a counselor, the candidate should be an outstanding communicator and listener with a professional, but friendly approach. Language: English and Hindi compulsory. Preferred - Tamil, Telugu, Tulu, Malayalam or Bengali Experience: -Minimum 6 months BPO Sales (outbound calling-target based) experience Qualification: - Graduation Department: - Sales Age: -Up to 35 years Location boundaries: Preferred candidates staying within 10kms from our location Candidates should possess strong selling skills. Good sales ability and excellent interpersonal and problem-solving skills. Basic mathematical calculation ability.
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Wealth Advisor
4 weeks ago
Pune, Maharashtra, India Nuvama Wealth and Investment pvt ( Edelweiss) Full time**About the Company**: **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading...
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Wealth Advisor
2 weeks ago
Pune, Maharashtra, India Nuvama Wealth and Investment pvt ( Edelweiss) Full timeAbout the Company:Nuvama Wealth and Investment Limited (Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading facility. We...
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Operations Associate- Private Wealth
2 weeks ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Operations Associate- Private Wealth
2 days ago
Pune, India AllianceBernstein Full timeCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Operations Associate- Private Wealth
3 weeks ago
pune, India AllianceBernstein Full timeCompany Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Operations Associate- Private Wealth
4 weeks ago
Pune, India AllianceBernstein Full timeCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Investment Advisor and Marketing
3 weeks ago
Pune, Maharashtra, India Archers Wealth Management Full time**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...
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Private Wealth Management Specialist
2 weeks ago
Pune, India Tech Mahindra Full timeJob Title:Wealth & Asset Management – SMEWealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation...
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Private Wealth Management Specialist
7 days ago
Pune, India Tech Mahindra Full timeJob Title:1. Wealth & Asset Management – SME2. Wealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and...
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Private Wealth Management Specialist
2 weeks ago
Pune, Maharashtra, India Tech Mahindra Full timeJob Title: Wealth & Asset Management – SMEWealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation...
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Private Wealth Management Specialist
6 days ago
Pune, India Tech Mahindra Full timeJob Title: Wealth & Asset Management – SMEWealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation...
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Private Wealth Management Specialist
2 weeks ago
Pune, India Tech Mahindra Full timeJob Title: Wealth & Asset Management – SMEWealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation...
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Private Wealth Management Specialist
2 weeks ago
pune, India Tech Mahindra Full timeJob Title: Wealth & Asset Management – SME Wealth & Asset Management : Retirement & Superannuation SME Experience: 12+ years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Notice Period: within 45 days Overview: We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and...
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Looking Mba Marketing for Internship
3 weeks ago
Baner, Pune, Maharashtra, India Archers Wealth Management Full timeCompany Description & Job Description: Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. Key Responsibilities Includes: - 1) Responsible for delivering BD &...
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Operations Associate- Private Wealth
3 months ago
Pune, India AllianceBernstein Full timeCompany Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Wealth Manager
2 months ago
Pune, India Iqmetrix Software Development India Private Limite Full timeJob description- Wealth Manager (IPRM - Investment products relationship Manage clients with a minimum Investment amount of Rs 50 Lakhs and above.Strong analytical skills and ability to work in teams.ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to...
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Wealth Manager
4 weeks ago
Pune, India Iqmetrix Software Development India Private Limite Full timeJob description- Wealth Manager (IPRM - Investment products relationship Manage clients with a minimum Investment amount of Rs 50 Lakhs and above.Strong analytical skills and ability to work in teams.ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to...
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Relationship Manager
2 months ago
Pune, India Hireginie Talent Cloud Pvt Ltd Full timeDesignation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...
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Relationship Manager
4 weeks ago
Pune, India Hireginie Talent Cloud Pvt Ltd Full timeDesignation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...
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Dvp/avp - Investment Advisor / Wealth Advisor
2 months ago
Pune, India RiverForest Connections Private Limited Full time**Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region. **KEY...