Wealth Advisor

Company Profile: As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built India's first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

Hi , Glad to connect with you Please find the appended job description for the role Wealth Advisor for Equentis for your reference and let me know if you wish to pursue the same. Retail Wealth Advisory is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead conversions.  *...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead conversions.  *...

**Position: Retail Wealth Advisor (SWC/SSWC)** **Location: Bangalore** **Joining Time: ASAP** **Overview**: We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory team. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clients build long-term wealth through disciplined equity investments. This...

Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size - Identify fitment of Wealth Advisory products matching the client’s investing goals - Interact with potential customers with the emphasis on high quality lead conversions. - Proactively follow up leads...

Job Category Business Support Join our dynamic team as a Goals-based Planning Associate where you ll leverage J P Morgan s cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations If you re...

**Job Summary**: **Responsibilities**: **Client Acquisition & Management**: - Identify and onboard new clients through lead generation and networking. - Build and maintain strong relationships with clients to ensure customer satisfaction. **Sales & Revenue Generation**: - Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance,...