Wealth Advisor

Company DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...

SBI LIFE INSURANCE COMPANY PARK STREET BRANCH.JOB DISCRIPTION AND REQUIREMENT:LOOKING FOR INSURANCE AGENT ADVISORS WHO CAN SELL UNIT MARKET LINK PLAN (ULIP) TO THE CUSTOMERS.BECOME WEALTH AGENT ADVISOR AND SELL ONLY 1 PRODUCT (ULIP LAN) FOR SBI LIFE.BE YOUR OWN BOSS START THIS AS YOUR BUSINESS AND EARN UNLIMITED INCOME AS COMMISSION FROM SBI.THIS IS PART...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

Are you a successful Insurance Agent, Club Member, CA, Banker, Stock Broker, or Financial Advisor? It’s time to grow your income and expand your product portfolio with India’s No.1 Insurance Marketplace - POLICYBAZAAR! Why Join as a Policybazaar Partner (POSP)? ZERO Investment. 100% Digital Onboarding Sell All Insurance Types - Life, Health, Term,...

**Job Title: Sales Advisor (Tele-Sales)** **Experience : 3 + years** **Location: Andheri West** **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide empathetic and informative counseling to clients to understand their unique financial situations and goals. -...

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

Company DescriptionBajaj Life Insurance is one of the fastest-growing life insurance companies in India, offering a diverse portfolio of products, including ULIPs, term insurance, retirement, and child policies. Serving over 3.85 crore policyholders and managing an AUM of ₹1.3 Lakh Crores, Bajaj Life boasts a 99.29% claim settlement ratio and a robust 343%...

Job Description -Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.Developing personalised financial plans and...

Job Description: - Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. - Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). - Acquisition of New...