Wealth Advisor

We are looking for a stock advisor(Wealth advisor) at Iskon location in Ahmedabad. Edu: Any Graduate Exp: 1 to 2 years Roles: - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Develop and maintain a Long-term relationship with customers...

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

Job Title: Wealth Channel Sales ManagerAbout the Role: We are seeking a highly skilled and experienced Wealth Channel Sales Manager to join our team at Waayslive Solutions Private Limited. The successful candidate will be responsible for sourcing and on-boarding MF Advisors, Life Advisors, and Wealth Advisors to strengthen our wealth channel sales.Key...

**Job Title:** Senior Wealth Channel Sales Manager**Job Summary:** We are seeking a highly motivated and experienced Senior Wealth Channel Sales Manager to join our team at Waayslive Solutions Private Limited. The successful candidate will be responsible for sourcing and onboarding MF Advisors, Life Advisors, and Wealth Advisors, and developing and...

Job Title: Head - Wealth B2B Network ManagerDescription:The Head - Wealth B2B Network Manager will be responsible for expanding the B2B network for bonds, mutual funds, and portfolio management services. Along with B2B network expansion, the candidate will also be responsible for onboarding direct clients. The role involves meeting and onboarding new...

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...

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 -...

Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund andportfolio management services (PMS) products. Along with B2B network, candidate willalso be responsible for on boarding direct clients (B2C). The candidate will be responsible for expanding client base of group with...

Job Description:Position: Sr. Manager / Chief ManagerDesignation: Sr. Manager / Chief ManagerPosition Grade: L4/L5Department: AlternateSub Department: Wealth ChannelReporting Position: Deputy Vice PresidentObjective of the Role:Our ideal candidate will be responsible for sourcing and onboarding MF Advisors, Life Advisors, and Wealth Advisors. They will...

Job Title: Senior Sales ManagerWaayslive Solutions Private Limited is seeking an experienced and skilled Senior Sales Manager to join our team.Responsibilities: Sourcing and onboarding MF Advisors, Life Advisors, and Wealth Advisors Developing and sustaining relationships with MF Advisors, Life Advisors, and Wealth Advisors Channel Sales and Partner...

Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products. - All work related to Insurance like Policy explanation, generation, claim settlement - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis and...

Requirements: - Fluency in English, - With a CFP/CFA/MBA(Finance) or any other financial qualifications, - Interested in being part of a team supporting a US based financial advisory firm for support and para-planning functions **Duties**: The role of “Knowledge Integrator” would be assisting Wealth Managers and Financial Advisory firms in the US in...

**Core Responsibilities**: Assisting Wealth Managers and Financial Advisory firms based in the US in their: - Daily Processes - Compliance Tasks - Billing Tasks - Portfolio Department - Financial Planning Department **Requirements**: Excellent communication in English with MBA in Finance or any other financial qualifications and interested in being part of...

**#Multiple Oᴩᴇɴɪɴɢs Wiᴛʜ Lᴇᴀᴅɪɴɢ Sᴛᴏᴄᴋ Bʀᴏᴋɪɴɢ Iɴᴅᴜsᴛy**: **1. #CLUSTER_HEAD_Private_Wᴇᴀʟᴛʜ.** **Lᴏᴄᴀᴛɪᴏɴ: Ahmedabad, PUNE, MUMBAI. DELHI. BANGALORE, Kolkata, Chennai.** **CTC: 60.00 LPA.** **Team Leading.** **2.#Private_Wᴇᴀʟᴛʜ_Mᴀɴᴀɢer.** **-INDIVIDUAL ROLL.** **CTC: 50.00...

Job OverviewAt Pivot Human Capital, we are seeking an experienced Business Development Manager to join our team. As a key member of our wealth management team, you will play a crucial role in expanding our business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) and other channel partners.Key...

Develop a client base by canvassing and conducting meetings - Maintain a proper Investor Relations (IR) plan, data set and upgrade as per requirement - Responding to investor requests for information, helping create documents like annual reports, monthly / quarterly review documents, board meeting decks and overseeing any investor requests - Conduct detailed...

Job Role: PMS Operations ManagerResponsibilities:Responsible for overall activities of the FME including but not limited to fund management, risk management etc.Manage all operational activities of FME and Trust.Preparation and release of newsletters/presentations/other marketing materials.Co-ordinating with finance team, compliance team, Banks, Custodians,...

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino LLP (USA) is proud to be among the top 20 Largest Firms in the United States of America and one of the Best Places to Work. Armanino LLP (USA) has more than 2500 employees across the USA and more than 20...

Job Role: PMS Operations Manager Responsibilities: Responsible for overall activities of the FME including but not limited to fund management, risk management etc. Manage all operational activities of FME and Trust. Preparation and release of newsletters/presentations/other marketing materials. Co-ordinating with finance team, compliance team, Banks,...