Wealth Management Associate

Responsibilities: * Provide financial advice on investments and portfolio management( for mutual funds ) * Manage HNIs' wealth through comprehensive planning for mutual funds Employer contact - Jayant Health insuranceLife insuranceSales incentivesPerformance bonusReferral bonusLeave encashment

Role & responsibilities: Role Overview: We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal...

Location:Noida Company:FINVESTMENTS About the Role The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combinesinvestment advisory, financial analysis, client relationship management, and business development. The ideal candidate...

Mutual fund AUM should be more than 20CR |Desired Candidate ProfilesCandidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications will be an added advantageShould have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF...

**Salary** **- Stipend 10000 - 15000 **Industry** **- Financial Company **Role/Position** **- Internship for Associate Client Wealth **Keyskills** **- Compensation: The first 3-6 Months will be the Internship period with a Stipend of INR 10,000/Month for graduate students and INR 15000/Month for Post Graduate. After successful completion and depending on...

Title: Sales Wealth Counsellor (Pullback) Reports To: Senior Manager Renewals / Pullback Summary Sales Wealth Counsellor (Pullback) is a person who is bestowed with the responsibility of wealth creation using disciplined ways of investing in equities of existing clients who have discontinued our services for some reason. She/he is responsible to interact...

Intern - Wealth Management - Noida Location - 6 no'sKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets & Research relatedWork closely with Internal DepartmentsAssess the performance of Stocks, Investments &...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chandigarh/NoidaDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...

LIFE AT WC We at Wealth Clinic focus on a positive environment that is productive for everyone and build around a healthy space. Professional and personal growth plays a crucial aspect in the organization's environment and to keep them motivated we conduct various activities that include: Come, be a part of our growing family 1. We conduct induction programs...

Company DescriptionAt Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS),...