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...

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...

RetailSales Advisor is a person who is bestowed with the responsibilityof wealth creation for clients to wish to create wealth usingdisciplined ways of investingin equities.The SWC/SSWC is responsible for interactions with potentialcustomers over calls for most part of his/her day for sellingcompany s product/offerings. Since this form of selling isdependent...

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...

**Employment Information**: - Industry - ** Wealth Advisor/** - Job level - ** Master of Business Administration (M.B.A.)** - Salary - ** 200000 - 600000** - Experience - **2 - 3** - Pay-Type - **Annually** - Close-date - **2023-05-10** - JOB-ID - **JB-28032** - Location - **Mumbai** **Job Descriptions**: The Relationship Manager will be responsible for...

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...

Broader Role / Responsibilities - Plan the day’s 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 leads assigned by Sales...

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...

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...

JOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...

Lower Parel Mumbai SALARY max UPTO 6 LPA - Shift Timing: 9am to 6pm Mon to Sat working. - age limit: 30 years - Qualification: - Graduate Work experience: 2-5 years of experience in client interaction role in a service industry Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm About Firm - Firm...

Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

Company Description A D Naik Wealth is a leading wealth management firm located in Mumbai. With a legacy of excellence spanning 35 years, the company manages assets worth over Rs. 3000 Crore and serves more than 5360 families across 217 locations in India and 25 countries worldwide. A D Naik Wealth is dedicated to enabling the aspirations of their clients...