Senior Financial Advisor

5 days ago

Kolkata Pune, India beBeeWealth Full time ₹ 5,00,000 - ₹ 25,00,000
Job Title:

Wealth Manager Investment Products

About the Role:

This is an exciting opportunity for a skilled Wealth Manager to join our team. The successful candidate will be responsible for building and nurturing strong relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions.

Main Accountabilities:
  • Client Acquisition: Acquire new HNI (High Net Worth Exclusive) Clients through exclusive product bouquets and superior service delivery.
  • Relationship Management: Deepen relationships by cross-selling mapped broking clients and services according to customer needs.
  • Customer Profiling: Profile customers and provide financial products to meet their needs.
  • Portfolio Management: Enhance and retain customer profitability by capturing a larger share of wallet.
Required Skills and Qualifications:
  • Minimum Degree: Postgraduate or Graduate in any discipline.
  • Minimum Experience: 3-6 years of experience in wealth management or a related field.
Benefits:
  • Competitive Salary and Benefits Package.
  • Ongoing Training and Professional Development Opportunities.
  • Recognition and Rewards for Outstanding Performance.

  • Dynamic Senior Financial Advisor Wanted

    1 week ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Financial AdvisorWe are seeking a seasoned Certified Financial Planner to serve as a trusted advisor to our clients.In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key...

  • Financial Advisor

    2 weeks ago

    Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

  • Financial Advisor

    1 day ago

    Kolkata, India Aditya Birla Sun Life Insurance Full time

    Company Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

  • Experienced Financial Advisor

    1 week ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 60,00,000

    Job Title: Experienced Financial AdvisorWe are seeking a skilled Certified Financial Planner (CFP) to serve as a trusted advisor. This role requires an in-depth understanding of the financial market and regulatory environment.Key Responsibilities:Assess clients' financial needs and develop personalized strategiesAnalyze financial data to identify trends and...

  • Financial Advisor

    2 weeks ago

    Pune, Maharashtra, India Smiles Placements Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    FOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profileTHE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC ABLE...

  • Financial Advisor

    1 day ago

    Pune, India Smiles Placements Full time

    FOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profile THE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC...

  • Financial Advisor

    2 weeks ago

    Kolkata, West Bengal, India Panora Global Venture LLP Full time

    We are seeking a motivated and client-focused Financial Advisor to join our team. Your role will involve understanding client needs, offering personalized financial solutions, and helping them achieve their financial goals through investments such as Mutual Funds, Bonds, Insurance, and more. **Key Responsibilities**: - Assess client financial goals and...

  • Senior Equity Advisor

    2 weeks ago

    Greater Kolkata Area, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role DescriptionThis is a full-time on-site role for a Senior Equity Advisor located in the Greater Kolkata Area. The Senior Equity Advisor will be responsible for providing strategic investment advice, managing client portfolios, conducting in-depth financial analysis, and delivering top-tier customer service. The role involves developing and maintaining...

  • Financial Advisor

    3 days ago

    Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

  • Financial Advisor

    4 hours ago

    Pune, India PrimeWealth Full time

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...