Wealth Management Advisor

Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...

Company Name: Kapil GroupJob Title: Wealth Advisors / Channel Partners (Freelancer)Earn additional income along with your regular income. We welcome applications from all professionals whether you are employed in private sector like software MNCs, Government Sector or Self-employed/Own Business. Training and Support is provided on Kapil Group Products and...

Company DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. We offer adaptive, data-driven model portfolios across mutual funds, direct equity, smart beta, and thematic strategies, each tailored to clients' objectives and risk profiles. Our...

Company DescriptionEquentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create...