Wealth Advisor

**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...

Telesales TELEPHONIC - HR ROUND - REVISED REQUIREMENT - (LOWER PAREL)* **Salary**: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive ob Description: Inside Sales Role - Retail Sales Advisor* Address A-Lower parel *Company Profile*: We are a SEBI-registered investment advisory, focused on helping you build wealth in the stock market over the long term. we...

Wealth Advisor About the company: The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al. What is the company solving? - Today, an individual faces the problem of...

Zecruiters Jobconnect Pvt Ltd is hiring Wealth Advisor for one of the reputed Finance Services. Experience : 2 and above Ctc : upto 15lpa Location : Andheri Chakala, Mumbai We are seeking a motivated and experienced individual to join our team as an Executive/Senior of new clients, creating personalized financial plans, discussing various financial...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

**Job Role / Responsibilities** - **Plan the days work with emphasis on leads to be contacted basis the** **importance of the sales funnel and size** - **Identify fitment of sales products matching the client’s investing goals**: - **Interact with potential customers with the emphasis on high quality** **lead conversions.** - **Proactively follow up...

About the company Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include: Goal-Based Financial Management Risk Mitigation & Insurance Planning Fixed...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

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 founding team and work with other founding team members on building the company. Job description: The job entails providing investment guidance to clients regarding their investment...

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 founding team and work with other founding team members on building the company. Job description:The job entails providing investment guidance to clients regarding their investment...

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 founding team and work with other founding team members on building the company.  Job description: The job entails providing investment guidance to clients regarding their...

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 founding team and work with other founding team members on building the company. Job description:The job entails providing investment guidance to clients regarding their investment...

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 founding team and work with other founding team members on building the company. Job description:The job entails providing investment guidance to clients regarding their investment...

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 founding team and work with other founding team members on building the company. Job description:The job entails providing investment guidance to clients regarding their investment...

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 founding team and work with other founding team members on building the company.  Job description: The job entails providing investment guidance to clients regarding their...