Principal Wealth Advisor

6 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

  • The Financialist

    1 week ago

    Mumbai, India The Financialist Full time

    About the Financialist :The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment...

  • Senior Wealth Advisor

    1 month ago

    Mumbai, Maharashtra, India Talent Corner Full time

    Key ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting affluent and super affluent segments. The ideal candidate will cultivate relationships, grow AUM, advise on investments, and enhance portfolios. They will also research markets, collaborate with product teams, and organize events to fuel business...

  • Principal Wealth Advisor

    1 week 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 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...

  • Principal Wealth Advisor

    2 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...

  • Wealth Advisor

    5 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...

  • Principal Wealth Advisor

    2 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...

  • Principal Wealth Advisor

    2 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...

  • Sapient Wealth Advisors: Operational Excellence Leader

    4 weeks ago

    Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    About the RoleWe are seeking a seasoned professional to lead our operational strategy and execution efforts at Sapient Wealth Advisors & Brokers Pvt Ltd. As a key member of our team, you will drive initiatives to improve efficiency, scalability, and service delivery across the organization.Key ResponsibilitiesDevelop and implement operational strategies that...

  • Nuvama Wealth | Sr. HR Business Partner

    2 weeks 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 weeks 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...

  • Sapient Wealth Advisors

    3 weeks ago

    Mumbai, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    Position: Research AnalystExperience: 10yrs+Location: Nariman PointJob Description :Role Overview:The Research Analyst will be responsible for supporting portfolio managers and advisors in providing well-researched investment options, analyzing market trends, and offering strategic insights to meet client goals. The candidate will conduct in-depth analysis...

  • Strategic Wealth Management Executive

    3 weeks ago

    Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

  • Private Wealth Advisor

    4 weeks ago

    Mumbai, Maharashtra, India 0277 Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai Full time

    Job OverviewWe are seeking a skilled Private Wealth Advisor to join our team at Deutsche Bank in Mumbai. As a key member of our Private Banking division, you will play a crucial role in building and maintaining relationships with high net worth clients, providing expert financial advice, and driving business growth.Key ResponsibilitiesAcquire and retain high...

  • The Financialist | Principal Wealth Advisor | mumbai

    2 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...

  • Wealth Advisor

    1 month ago

    mumbai, India Corenza Full time

    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 ManagementRisk Mitigation & Insurance PlanningFixed...

  • Wealth Products

    3 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 Advisor

    2 months ago

    Mumbai, India Corenza Full time

    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...

  • Wealth advisor

    1 month ago

    Mumbai, India Corenza Full time

    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...

  • Wealth Product- Sales and Distribution

    2 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...