Investment Counsellor-wealth Management/ Jaipur/ Lucknow/ Ahmedabad/bangalore/ Chennai

Job Description Company Description RJ Everlasting Talent Network LLP is a dynamic HR consultancy start-up that specializes in both legal and non-legal HR solutions. We tailor our services to meet the evolving needs of modern businesses. With a deep understanding of both legal and practical HR, we're your trusted partner in navigating the legal complexities...

Job Description Company Description Centric Wealth Advisors Llp is a investment advisory company dedicated to providing innovative financial solutions. Headquartered at Prahladnagar in Ahmedabad, Gujarat, India, the company leverages its expertise to assist clients in achieving their financial goals. With a customer-focused approach, Centric Wealth Advisors...

Designation Asst Mgr Mgr Sr Manager- Job Role Wealth Manager - HNI Acquisition- Experience 2 - 5 Years- Location Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs assessing their risk...

Job Description Designation : Asst. Mgr./Mgr./Sr. Manager Job Role : Wealth Manager HNI Acquisition Experience : 2 - 5 Years Location : Chennai, Bangalore, Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and...

Analyst – Wealth Management | Kolkata, India Location: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth Management About Us We’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of...

Looking for all 4 Metros cities Mumbai Delhi Chennai Kolkata Ahmedabad Chandigarh Pune Hyderabd Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and...

of Investment Counsellor- Company s Name JM Financial Services Limited- Position Function Investment CounsellorRequirement - Qualification Graduate with relevant Experience - No of years of Experience Min 5 years relevant in Wealth TPP Job Responsibility - Convert clients for Cross Selling from existing clients - Meeting the AUM target of total AUM MF Equity...

Location: Chennai Industry: Wealth Management / Broking Experience Required: 4 to 8 years Team Size to Manage: 4–10 RMs Role Overview The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning...

Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...

Job Description Sales Internship Navvflow Wealth Management Location: Ahmedabad Duration: 23 months About Navvflow Wealth: Navvflow Wealth is a new-age wealth management firm helping individuals make smarter financial decisions through mutual funds and investment planning. Role Overview: We're looking for motivated interns to join our sales and business...