Wealth Advisor

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 to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

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,...

Employment Information: Industry- Wealth Advisor Job level- Master of Business Administration (M.B.A.) Salary- Experience- - 2 Pay-Type- Annually Closedate- JOB-ID- JB-28031 Location- AhmedabadJob Descriptions:The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market. Sourcing and servicing Demat A/C, Cross...

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 to maintain a high level of retention of the existing customers and focus on generating new business. - Will need to be constantly...

Apply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on

Apply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on

Ahmedabad, Gujarat, IndiaJob Description:Demat account and Retail accounts acquisition forequity, commodity, and currency. Responsible for generating revenue from Third partyproduct like Insurance, Bonds, FDs Responsible for sales of other wealth Products like:Mutual Funds, PMS & AIF Will need to be constantly updated with the marketknowledge. Develop and...

Apply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on

Apply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on

Job Description: Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency.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...

Apply for Wealth Manager Team Leader, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for Year of Experience on

**SKILLS FRAMEWORK FOR FINANCIAL SERVICES SKILLS MAP** **- FAMILY OFFICE ADVISOR - WEALTH** **Sector **Financial Services - WEALTH Sales, After Sales, Distribution and **Track** **Occupation **Relationship Management Relationship Manager **Job Role Family Office RM-** **WEALTH** The Family Office - Wealth is responsible for advising and providing...

As a Equity Advisor, you will play a vital role in empowering our clients to make informed investment decisions and build wealth through strategic equity investments. **Responsibilities**: - Develop and nurture strong, long-term relationships with a high-net-worth (HNW) client base. - Conduct in-depth client consultations to understand their financial...

**Salary**: Up to ₹400,000.00 per year **Experience**: - total work: 1 year (required) Work Location: In person **Speak with the employer** +91 9852801325 Application Deadline: 12/03/2024

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 -...

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 thei .]["Any Graduate"] 2-5

| **2 - 5 Years**: - | **200000 - 600000** Job ID **JB_JOB27206** 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...

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...