Principal Wealth Advisor

7 months ago

Mumbai Maharashtra, India Zecruiters Jobconnect Private Limited Full time

Approach to Leads for Financial Planning Fee:
? Utilize various channels such as references, LinkedIn marketing, and other networking
platforms to generate leads for financial planning services.
? Conduct introductory meetings with potential clients to understand their financial needs and
objectives.
? Guide clients from the initial consultation stage to final closure, ensuring a seamless and
professional experience.
2. Create & Discuss Personalized Financial Plan:
? Conduct thorough financial assessments to understand clients' goals, risk tolerance, and
financial situation.
? Develop customized financial plans covering areas such as money management, contingency
planning, cash flow analysis, wealth creation phase, retirement planning, insurance analysis,
asset allocation,Tax Planning, Estate Planning including drafting “WILL” etc.
? Present and discuss personalized financial plans with clients, providing clear explanations and
recommendations.
3. Create and Discuss "What If Scenarios" on Financial Plans:
? Analyze various financial scenarios and their potential impact on clients' financial goals.
? Engage clients in discussions about alternative strategies and potential adjustments to their
financial plans.
? Provide insights and recommendations to help clients make informed financial decisions.
4. Implementation and Review of Financial Plans:
? Oversee the implementation of financial plans, ensuring all recommendations are executed
efficiently and effectively.
? Conduct regular reviews of clients' financial plans to track progress and make necessary
adjustments.
? Monitor clients' financial situation and market changes to ensure their financial goals are on
track.
**B. Key Result Areas (KRAs)**:
1. Acquisition:
? Achieve targets for acquiring new clients for financial planning services.
? Proactively engage in lead generation activities and networking to expand the client base.
2. Advice:
? Measure the effectiveness of financial planning in clients' financial lives based on their
feedback and outcomes.
? Continuously strive to improve the quality and impact of financial advice provided to clients.
3. Alive:
? Ensure high persistence in renewal fees by delivering value-added services and maintaining
strong relationships with clients.
? Increase the reference rate for new clients through satisfied client referrals and positive
word-of-mouth.

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 scenarios, and
ensuring the smooth implementation and review of financial plans to help clients achieve their
financial goals.

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

**Salary**: ₹800,000.00 - ₹1,500,000.00 per year

Schedule:

- Day shift

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

  • Private Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Description: At Spark Private Wealth, we are looking for a talented Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with clients to understand their financial goals and develop customized investment strategies to achieve those goals. If you have a strong background in finance and excellent communication skills,...

  • Principal wealth advisor

    2 months ago

    Mumbai, India The Financialist Full time

    What are we looking for?  The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in...

  • Principal Wealth Advisor

    2 months ago

    mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Principal Wealth Advisor

    2 months ago

    Mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Principal Wealth Advisor

    2 months ago

    Mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Wealth Advisor

    6 months ago

    Mumbai, Maharashtra, India Zecruiters Jobconnect Private Limited Full time

    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...

  • Wealth Advisor

    21 hours ago

    Lower Parel, Mumbai, Maharashtra, India Cohire Solutions Pvt Ltd Full time

    Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size - Identify fitment of Wealth Advisory products matching the client’s investing goals - Interact with potential customers with the emphasis on high quality lead conversions. - Proactively follow up leads...

  • Nuvama Wealth | Sr. HR Business Partner

    2 months ago

    mumbai, India Nuvama Wealth Full time

    Key responsibilities:• Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy• Curate & drive customized solutions and programs aligned to business and HR objectives• Collaborating with business heads on Overall Organization Structure & Talent...

  • Nuvama Wealth | Sr. HR Business Partner

    2 months ago

    mumbai, India Nuvama Wealth Full time

    Key responsibilities: • Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy • Curate & drive customized solutions and programs aligned to business and HR objectives • Collaborating with business heads on Overall Organization Structure & Talent...

  • ▷ (High Salary) Principal Wealth Advisor

    4 weeks ago

    Mumbai, India The Financialist Full time

    What are we looking for?The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions.Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Quantsapp Pvt. Ltd. Full time

    About Quantsapp Pvt. Ltd.We are a leading financial services company seeking an enthusiastic and ambitious individual to join our business team as a Financial Advisor - Wealth Manager.The ideal candidate will be responsible for acquiring, developing, and retaining client relationships across India. They will engage with our application users, facilitating a...

  • The Financialist | Principal Wealth Advisor | mumbai

    2 months ago

    mumbai, India The Financialist Full time

    What are we looking for?  The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind...

  • Senior Investment Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Spark Private Wealth Full time

    Spark Private Wealth is seeking a Senior Investment Advisor to join our team. As a senior member of our investment research team, you will be responsible for leading investment research projects, developing financial models, and communicating your findings to clients.Key Responsibilities:Lead investment research projects and develop comprehensive research...

  • Wealth Products

    4 months ago

    Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time

    **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships with financial...

  • Wealth Product- Sales and Distribution

    3 months ago

    Mumbai, Maharashtra, India Five Fivers Technologies Pvt Ltd Full time

    **Job description** **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships...

  • Private Wealth Advisor

    1 month ago

    mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. 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.2. Build up the sales funnel via...

  • Private Wealth Advisor

    2 months ago

    Mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. 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.2. Build up the sales funnel via...

  • Senior wealth manager

    4 weeks ago

    Mumbai, India SKS Enterpprises - Human Resource Planning And Management Full time

    Position Name - Wealth Relationship ManagerLocation - Mumbai/ Delhi/ ChennaiExperience Range - 6-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsAbout the client:Our Client is a Wealth & Asset Management company that focuses on building customized, value-based solutions for clients across Asia. Built...

  • Senior Wealth Manager

    4 weeks ago

    Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - Mumbai/ Delhi/ ChennaiExperience Range - 6-15 yearsMandatory Requirement:1. Client Acquisition2. Wealth Management3. Corporate Clients / Institutional ClientsAbout the client:Our Client is a Wealth & Asset Management company that focuses on building customized, value-based solutions for clients across...

  • Private Wealth Advisor

    2 months ago

    Mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. 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.2. Build up the sales funnel via...