Wealth Planner
1 month ago
Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc.
- Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B.
- 2+ years of experience in financial planning, wealth management, or related roles.
- Proven track record of successfully acquiring new clients and delivering personalized financial plans.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning software and tools.
- Ability to work independently and collaboratively in a team environment.
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Paraplanner, Associate, Junior para Planner
3 weeks ago
Mumbai, Maharashtra, India Plan Ahead Wealth Advisors Pvt.Ltd Full timePara Planner / Junior Planner / Associate - Location: - Bengaluru - 2 / Gurugram - 2 / Pune - 2 experience - 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary For Planner - SEBI regulations - Post Grad + NISM XA, NISM XB and 2 yrs relevant work ex **Job...
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Financial Planner
2 months ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
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Relationship Manager
2 weeks ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai. The...
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Relationship Manager
1 week ago
mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
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Financial Planner
1 month ago
Mumbai, India The 1% Club Full timeWhat is The 1% Club The 1% Club is a members-only club for highly driven individuals who aspire to achieve financial independence and retire early. It is a platform that provides members with valuable insights, resources, and exclusive opportunities to learn, network and collaborate with other like-minded individuals. As a member of the 1% Club, you have...
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Relationship Manager
2 months ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
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Relationship Manager
2 months ago
mumbai, India Circle Wealth Advisors Private Limited Full timeCompany Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai....
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Relationship Manager
2 months ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
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Relationship Manager
7 days ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
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Relationship Manager
1 week ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
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Relationship Manager
1 week ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai....
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Estate Planner
1 month ago
Mumbai, India Anand Rathi Wealth Full time1) Responsibilities: - **Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts**: - **Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc.**: - **Research on Indian...
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Area Sales Executive
3 days ago
Mulund, Mumbai, Maharashtra, India Core Careers Private Limited Full timePosition : Wealth Manager & Relationship Manager - Lead generation through various avenues. - Analyzing clients' financial goals and assets allocation - Offering clients recommendations on various financial products and services - Examining client’s existing investment portfolios and suggesting improvements - Managing and monitoring investments on behalf...
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Investment Advisor
2 months ago
Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...
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Banking Sales Executive
6 days ago
Mumbai, India Smart Moves Consultants Full time**Position : Wealth Manager & Relationship Manager** - Lead generation through various avenues. - Analyzing clients' financial goals and assets allocation - Offering clients recommendations on various financial products and services - Examining client’s existing investment portfolios and suggesting improvements - Managing and monitoring investments on...
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Business Support Executive
4 weeks ago
Pimpri-Chinchwad, Maharashtra, India Bullmen Realty Pvt Ltd Full timeEnsure timely extension of new regular and promotional materials Issuing internal memos relating to trade deals/discounts/GPR, and promotional launches Price List Maintenance and Staff Sales Creating Purchase Requests for Media related activities and PO for promotions manipulation Manage Client Annual Reviews with Wealth Planners ensuring that these are...
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Senior Analyst – Wealth Management
2 months ago
mumbai, India Arin Consultancy Private Limited Full timeJob Description of Analyst/ Financial Planner Job Responsibilities will include: Reporting Regular reports – Daily / Weekly / PWMS Other reports – Product note / MF analysis report Client centric reports – Monthly / Direct Equity (with customized factsheet) / Capital Gains / Yearly reports Client Management client...
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Investment Advisor and Marketing
9 hours ago
Pune, Maharashtra, India Archers Wealth Management Full time**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...
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Klay Group
4 weeks ago
Mumbai, India Klay Securities Private Limited Full timeWe are seeking a highly skilled and motivated Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing comprehensive investment advice and portfolio management services to high-net-worth individuals, families, and institutional clients. You will work closely with clients to understand their financial...
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Tele Caller Executive
3 weeks ago
Baner, Pune, Maharashtra, India Archers Wealth Management Pvt Ltd. Full timeKindly Find the job described below_Telecaller **Responsibilities**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable...