Wealth Advisor

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

Employment Information: Industry- Wealth Advisor Job level- Master of Business Administration (M.B.A.) Salary- Experience- - 2 Pay-Type- Annually Closedate- JOB-ID- JB-28031 Location- AhmedabadJob Descriptions:The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market. Sourcing and servicing Demat A/C, Cross...

Apply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on

Apply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on

Ahmedabad, Gujarat, IndiaJob Description:Demat account and Retail accounts acquisition forequity, commodity, and currency. Responsible for generating revenue from Third partyproduct like Insurance, Bonds, FDs Responsible for sales of other wealth Products like:Mutual Funds, PMS & AIF Will need to be constantly updated with the marketknowledge. Develop and...

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

Apply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on

Apply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on

Job Description: Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency.Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term...

Apply for Wealth Manager Team Leader, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for Year of Experience on

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. - Will need to be constantly...

**SKILLS FRAMEWORK FOR FINANCIAL SERVICES SKILLS MAP** **- FAMILY OFFICE ADVISOR - WEALTH** **Sector **Financial Services - WEALTH Sales, After Sales, Distribution and **Track** **Occupation **Relationship Management Relationship Manager **Job Role Family Office RM-** **WEALTH** The Family Office - Wealth is responsible for advising and providing...

**Salary**: Up to ₹400,000.00 per year **Experience**: - total work: 1 year (required) Work Location: In person **Speak with the employer** +91 9852801325 Application Deadline: 12/03/2024

**Salary**: Up to ₹400,000.00 per year **Experience**: - total work: 1 year (required) Work Location: In person **Speak with the employer** +91 9852801325 Application Deadline: 12/03/2024

Job Title: Equity sales adviser Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

We have Job opening at Ahemedabad Gift City,Gujarat .we need a CA with around 5-7 years of experience ..it will be as Head of Operations , compliance and will be working from GIFT City , Ahmedabad.We are a leading Investment Managers Company. An experience of at least five (5) years in related activities in the Securities Market or Financialproducts...

Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

**Core Responsibilities**: Assisting Wealth Managers and Financial Advisory firms based in the US in their: - Daily Processes - Compliance Tasks - Billing Tasks - Portfolio Department - Financial Planning Department **Requirements**: Excellent communication in English with MBA in Finance or any other financial qualifications and interested in being part of...

Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Responsible for overall activities of the FME including but not limited to fund management, risk...