Wealth Executive

2 months ago


Satellite Ahmedabad Gujarat, India Neuron Wealth Advisors LLP Full time

**Who should apply?**:
Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser

**Job Summary**:
The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired relationships, mainly NRIs and HNIs.

**Responsibilities and Duties**:

- Co-ordinate with clients for data gathering, documentation, query and support
- Properly maintain and manage Client data, records and communications with clients
- Client onboarding, completing KYC requirements, and related follow up
- Prepare Risk Profile, financial plan and execute transactions, etc. under guidance
- Track, follow up, communicate and solve client queries, prepare client reports
- NRI and GIFT city investment support
- Visit client places as required for better client relationship
- Maintain working sheets and checklist
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

**Experience**:
0-2 years

**Key Skills**:

- Self starter, passionate to help clients achieve their goals
- MS Excel, MS Word, MS PowerPoint, Analytical mind and research skills
- General Financial concepts, Common sense Financial acumen

**Job Types**: Full-time, Permanent

**Salary**: ₹10,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Paid time off

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Satellite, Ahmedabad, Gujarat (required)

Work Location: In person

**Speak with the employer**

+91 9099942576


  • Wealth Executive

    1 month ago


    Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time

    Job Title: Wealth Executive 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...

  • Wealth Executive

    2 months ago


    Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time

    **Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...

  • Associate

    2 months ago


    Ahmedabad, Gujarat, India Swatantra Wealth Full time

    Job Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...


  • Ahmedabad, India PhiBonacci Solutions Full time

    **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...


  • Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time

    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...


  • Ahmedabad, Gujarat, India DSFS Wealth LLP Full time

    We have a Job Opportunities for the post of Accountant Assistant in FinAcc Hub Services Pvt. Ltd. Experience: - 2 to 3 Years Gender: - Female/Male Salary Range: - 22,000 to 25,000 per Month Workplace: - Ambli Bopal Road, Ahmedabad Job Timings: - 10:00 A.M. to 07:00 P.M. Working Days: - 6 Days Education Qualification: - Commerce Graduate 1. All...

  • Finance Executive

    1 month ago


    Ahmedabad, Gujarat, India JB Enterprises Full time

    Financial writers educate audiences and guide them to make informed decisions on topics such as:Budgeting, Insurance, Stocks, Accounting, Fintech, Personal finance, Banking, Wealth management, Crypto exchanges, Real estate, and Financial news. Financial writers need to have the following skills: - Technical knowledge of finance - Communication skills -...

  • Audit Executives

    1 month ago


    ahmedabad, India A1 Human Wealth Management Full time

    Location :- Ahmedabad Position :- Audit Executive Company:- Chartered Firm Age :- 35-45 yrs Gender:- Male Candidate Salary :- 1.8LPA to 4.2 LPA Qualification:- B.Com / M.Com / CA Inter Primary Skill :- Candidate should be good communication Skill , Proper Knowledge in Accounting , GST, TDS , Excel etc Key Role &...

  • Mis Executive

    1 month ago


    Ahmedabad, India JM Financial Services Full time

    JM Financial is hiring for **MIS Executive** for the **Ahmedabad** location. **Job description**: - Extracting data from system & making reports - Digital Sales Analysis - Report Generation: Monthly, Quarterly, Half Yearly and Annually - Target Preparation in consultation with management - Incentive Calculations - Analyse monthly sales and prepare &...

  • Back Office Executive

    2 weeks ago


    Surat, Gujarat, India KA Group of Companies Full time

    Urgent Requirement: Mutual Fund, Stock market and Insurance back office executive.(Only Female) Looking for Back Office Executive, with Good communication and managerial skill. They have to communicate with customers for receivables and for various other reasons. Good at verbal and written communication. **Job Roll & RESPONSIBILITIES**: - Must have good...

  • Back Office Executive

    1 month ago


    Ahmedabad, India WEALTH BRACKET Full time

    NEED A KNOWLEDGE OF COMPUTERS AND CAN COMMUNICATE TO MAILS AND ANSWERS TO CALL EASILY **Job Type**: Regular / Permanent **Salary**: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus Ability to commute/relocate: - Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work...

  • Account Executive

    3 days ago


    ahmedabad, India A1 Human Wealth Management Full time

    Designation - Account Executives Experience - 3- 4 Years Age- upto 35 Salary- Upto 35,000 Gender- Male Roles and Responsibility Managing existing client accounts, which involves ensuring timely delivery of products or services, addressing any issues that arise, and upselling or cross-selling additional products or...


  • South Bopal, Ahmedabad, Gujarat, India Impetus Consulting Associates Private Limited Full time

    Designation: Customer Support Executive About Bullspree: Bullspree is an experiential stock market gaming and learning mobile app. Founded by seasoned stock market professionals and IIT Alumni. With the vision to make stock market knowledge accessible to every Indian household. Renowned Industry Veterans like promoters of IIFL Wealth, and Dineout...

  • Mis Executive

    2 weeks ago


    Ahmedabad, India JM Financial Services Full time

    **About JM Financial**: - JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include - Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income,...


  • Vadodara, Gujarat, India Pramesh Wealth Pvt Ltd. Full time

    **INSURANCE SALES EXECUTIVE** **Location: Vadodara/Baroda** **Fresher and Experience both** **Salary : as per deserving** **JOB DESCRIPTION**: **-Research and source potential clients and build long-term relationships with them** **-Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.** **-Advise...

  • Finance Executive

    2 weeks ago


    Rajkot, Gujarat, India Jainam Wealth Plus Full time

    Experience : Minimum 1 to 2 year Education : Graduate Language : English, Gujarati Office Timing : 9.15 AM to 6 PM **Job Types**: Full-time, Permanent **Salary**: Up to ₹9,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Yearly bonus Ability to commute/relocate: - Rajkot, Gujarat: Reliably commute or planning to...

  • Spsm

    1 month ago


    Ahmedabad, India HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Pms-operations

    2 months ago


    Ahmedabad, India SKS Enterpprise Full time

    **Position Name -** PMS-Operations** **Location -**Ahmedabad(Work from Office)** **Experience Range -** 5+ Years** **Mandatory Requirement**: - 5+ years of experience in PMS / Broking Operations - Advanced proficiency in Microsoft Excel - Graduate with basic understanding of stock market & PMS - PMS & AIF experience is must. **About the client**: Our...

  • Sales Executive

    1 week ago


    Surat, Gujarat, India Jainam Broking Limited Full time

    _**Roles & Responsibilities**:_ **Market Research and Analysis**: - Conduct market research to identify emerging trends, consumer preferences, and competitive landscape in the retail industry. - Analyze data and insights to identify new market segments, product opportunities, and potential areas for expansion. **Business Strategy Development**: - Develop...

  • Pms Operations

    1 month ago


    Ahmedabad, India Merito Full time

    **About the 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. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their...