Wealth Management Professional

3 days ago

Noida, Uttar Pradesh, India beBeeBusiness Full time ₹ 6,00,000 - ₹ 12,00,000

We are seeking an ambitious professional to join our wealth management team in client research, business development and prospecting. The role will require the successful candidate to engage with potential clients, schedule meetings and assist in preparing presentations for these meetings.

Key Responsibilities:
  • Develop business strategies and initiatives through email, calls and social media engagement to arrange introductory sessions with clients and prospects.
  • Ensure a seamless communication process with clients and prospects, scheduling meetings in a timely manner.
  • Assist in the preparation of presentations and reports for internal use.
  • Coordinate client sessions and business meetings efficiently.
Requirements:
  • A degree from a reputable institution is preferred.
  • A strong desire to learn and grow within the wealth management sector.
Key Skills:
  • Excellent verbal and written communication skills.
  • Proficiency in PowerPoint and social media engagement.
  • Highly organized and detail-oriented individual.
Benefits:

The ideal candidate will have the opportunity to work with a dynamic team, develop valuable skills and experience growth opportunities.

About the Role:

This is an excellent opportunity for a motivated individual to join our team and contribute to our success.

  • Wealth Advisor

    4 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Responsibilities:* Provide financial advice on investments and portfolio management( for mutual funds )* Manage HNIs' wealth through comprehensive planning for mutual fundsEmployer contact - Jayant Health insuranceLife insuranceSales incentivesPerformance bonusReferral bonusLeave encashment

  • Portfolio Manager

    4 weeks ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time

    Portfolio manager – Mutual Funds Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

  • Portfolio Manager

    3 weeks ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time

    Portfolio manager – Mutual Funds Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs) About Us – Wealth Redefine At Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to...

  • Portfolio Manager

    3 weeks ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time

    Portfolio manager – Mutual Funds Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs) About Us – Wealth Redefine At Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to...

  • Wealth Manager

    1 day ago

    Noida, Uttar Pradesh, India JSR Fintech Full time ₹ 9,00,000 - ₹ 18,00,000 per year

    Role & responsibilities:Role Overview:We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills,...

  • Wealth Manager

    4 days ago

    Noida, Uttar Pradesh, India FINVESTMENTS Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    Location:NoidaCompany:FINVESTMENTSAbout the RoleThe Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combinesinvestment advisory, financial analysis, client relationship management, and business development. The ideal candidate should...

  • Expert Quality Assurance Professional

    17 hours ago

    Noida, Uttar Pradesh, India beBeeSeniorTestEngineer Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Summary">">We are seeking an experienced professional to fill the role of a Senior Test Engineer with expertise in Wealth Management.">This key member of our QA team will be responsible for creating and executing test cases, scenarios, and test data to ensure the highest quality delivery.">">Key Responsibilities">">Create and manage comprehensive test...

  • Wealth Management Associate

    4 days ago

    Noida, Uttar Pradesh, India ACME Group Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    It's FRESHERs only opportunity, who willing to pursue towards final placements into Financial Services & Investment Management, through Talent Encouragement for "Training-cum-Recruitment"45 days practicalonly,paid enrolment Programin: Wealth/Portfolio ManagementEquity / Commodity / Forex / Currency / F&O Markets / Algo & Quant TradingResearch Analyst:-:|...

  • Corporate Sales Manager in Noida, Haryana, Delhi, Ghaziabad, Gurgaon

    4 days ago

    Noida, Uttar Pradesh, India Wealth Clinic Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Key ResponsibilitiesLead, train, and manage the sales team to achieve monthly and quarterly targets.Plan and implement effective sales strategies to drive revenue growth.Generate leads through networking, client referrals, site visits, and digital platforms.Conduct market research and competitor analysis to stay ahead in the market.Handle high-value client...

  • Wealth Management QA Expert

    1 week ago

    Noida, Uttar Pradesh, India beBeeQuality Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Senior Test EngineerAbout the RoleThis position is for an experienced Senior QA Engineer with a background in manual testing and wealth management applications. The successful candidate will be responsible for creating, executing, and managing test cases, scenarios, and test data.Manual and API testing to ensure thorough risk and dependency...