Wealth Advisor
2 months ago
| **2 - 5 Years**:
- | **200000 - 600000**
Job ID
**JB_JOB27205**
Description
The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market. Sourcing and servicing Demat A/C, Cross selling products like Insurance, Mutual Funds, PMS, Helping clients on their Investments and managing their overall financial portfolio
**Skills**:
relationship management, sales of insurance & MF
Experience requirements
2 - 5 Years
Company Profile
Contact : Franchise
Mobile : +91-6264800152 |
-
Sales - Wealth Advisor
1 month ago
Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full timeLooking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...
-
Mayur Vihar, Delhi, Delhi, India NIFM Educational Institutions Full timeRegards HR EWAL. **Salary** **- 3.1 LPA - 4.2 LPA **Industry** **- Brokering house, brokering firm, share market, bank and finance, security market **Role/Position** **- Job opening for wealth advisor **Keyskills** **Good oral /written communication skills Qualification: Minimum Graduate (CFP / Financial Planning Certification Preferred **No. of...
-
Bdm /sales (Wealth Advisory)
1 month ago
Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full timeLooking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...
-
Jobs For Wealth Manager
1 week ago
Delhi, Delhi, India timesjobs Full timeSALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...
-
Jobs For Wealth Manager
1 month ago
Delhi, Delhi, India timesjobs Full timeSALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...
-
Head of Wealth Management
1 week ago
Delhi, India Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD. As part of their expansion plan, the company is setting up a new Wealth...
-
Head of Wealth Management
1 week ago
delhi, India Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD.As part of their expansion plan, the company is setting up a new Wealth...
-
Wealth Manager
2 months ago
Delhi NCR/Mumbai, India iimjobs Full timeJOB 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...
-
Private Wealth Management Specialist
2 weeks ago
Delhi, India Reliable Allied Services Full timeThe Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs....
-
Private Wealth Management Specialist
2 weeks ago
delhi, India Reliable Allied Services Full timeThe Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs. ...
-
Private Wealth Management Specialist
2 weeks ago
New Delhi, India Reliable Allied Services Full timeThe Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs....
-
Investment Advisor
3 days ago
Delhi, Delhi, India Kara's Placements Full timeInvestment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...
-
Business Advisor
2 weeks ago
Pitampura, Delhi, Delhi, India Wealth Bucket Capital Private Limited Full timeWe are seeking an innovative business advisor to streamline efficiency across our business operations. As a business advisor, your duties will include increasing productivity and profitability, improving our marketing strategy, and performing risk analysis. To be successful in this role, you should possess an exceptional track record in evaluating business...
-
Delhi, India Jaipuria Institute of Management Full timeJob Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...
-
delhi, India Jaipuria Institute of Management Full timeJob Title : AGM / DGM – Treasury & Personal Wealth ManagementLocation : DelhiReporting Manager : CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...
-
delhi, India Jaipuria Institute of Management Full timeJob Title : AGM / DGM – Treasury & Personal Wealth Management Location : Delhi Reporting Manager : CFO Job Purpose : The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management...
-
Delhi, India Jaipuria Institute of Management Full timeJob Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...
-
Mayur Vihar, Delhi, Delhi, India NIFM Educational Institutions Full timeDear Friends, Regards HR Elite Team **Salary** **- 2 to 2.4 LPA **Industry** **- Broking firm, stock market, financial market, banking and finance, mutual funds, loans and properties **Role/Position** **- Job Opening for the post of Financial Adviser and Client Relationship Executive **Keyskills** **JOB DESCRIPTION: 1. Understanding the customer needs...
-
Equity Dealer- Sales
1 week ago
Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full timeLooking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...
-
New Delhi, India Jaipuria Institute of Management Full timeJob Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...