Wealth Strategist

3 days ago


Mumbai, Maharashtra, India Karyarth Full time

Role Overview

Karyarth is seeking a skilled Wealth Strategist to join our team. As a Wealth Strategist, you will identify customer needs and present tailored solutions to meet their financial goals.

Key Responsibilities

  • Conduct thorough needs analysis to understand customer objectives
  • Develop and present personalized investment strategies
  • Collaborate with cross-functional teams to deliver exceptional customer experiences
  • Monitor and adjust strategies to ensure optimal returns

Requirements

  • College degree in a relevant field
  • Minimum 3-5 years of experience in sales or a related field
  • Excellent communication and interpersonal skills
  • Knowledge of the markets and ability to analyze trends

About Karyarth

Karyarth is a dynamic organization dedicated to providing innovative financial solutions. We are committed to fostering a culture of excellence, teamwork, and continuous learning.


  • Wealth Strategist

    2 weeks ago


    Mumbai, Maharashtra, India Corenza Full time

    {"About Us": "Corenza is a digital family office that offers personalized wealth management services to high net worth individuals. Our team of experts provides tailored financial plans to help clients achieve their financial goals.", "Role and Responsibilities": "As a Wealth Strategist, you will work closely with our advisory team to create comprehensive...


  • Mumbai, Maharashtra, India i-Qode Digital Solutions Private Limited Full time

    Overviewi-Qode Digital Solutions Private Limited is a forward-thinking organization that prides itself on delivering innovative solutions to its esteemed clientele.Job DescriptionWe are seeking an exceptional Wealth Strategist to join our team and play a pivotal role in building and maintaining long-term relationships with high net worth individuals.As a...


  • Mumbai, Maharashtra, India Zyvka Full time

    Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a leading boutique wealth firm with a rich history of expertise in wealth creation, preservation, and transmission. Our team specializes in catering to both domestic and international clients, providing personalized and efficient service delivery.Responsibilities:Client Relationship...


  • Mumbai, Maharashtra, India Talent Corner Full time

    Key ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting Affluent & Super Affluent segments. The ideal candidate will cultivate relationships, grow Assets Under Management (AUM), advise on investments, and enhance portfolios.RequirementsThe successful candidate will have expertise in investments, markets,...


  • Mumbai, Maharashtra, India Zyvka Full time

    Job Title: Virtual Wealth ManagerCompany Overview: Zyvka is a leading boutique wealth firm with a rich history of delivering exceptional wealth management services to clients worldwide.Responsibilities:Develop and maintain strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Create and...


  • Mumbai, Maharashtra, India Zyvka Full time

    Job Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...


  • Mumbai, Maharashtra, India InCred Value Plus Pvt. Ltd. Full time

    Job Title: Product Manager – IFA & Distributor ChannelCompany: InCred Value PlusKey Responsibilities:Analyse market trends and create a product pipeline with high-potential offerings for the sub-broker platform.Develop and adapt product platforms for the sub-broker network, ensuring optimal product access and management.Lead negotiations with AMCs and...


  • Mumbai, Maharashtra, India Zyvka Full time

    Job Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Digital Marketing RoleWe are seeking a highly skilled Digital Marketing Strategist to join our team at Spark Capital. The ideal candidate will have a strong understanding of digital marketing principles, including SEO, PPC, email marketing, and social media.Key Responsibilities:Develop and execute comprehensive digital marketing strategies to achieve company...


  • Mumbai, Maharashtra, India Tata AIA Life Insurance Full time

    Job Title: Regional Wealth SpecialistJob Summary:This is a challenging and rewarding role that requires a strong understanding of financial services and insurance products. The successful candidate will be responsible for managing sales and business objectives, providing personalized financial advice, and identifying opportunities for growth and...


  • Mumbai, Maharashtra, India ConsultBae India Private limited Full time

    Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Responsibilities:Client Acquisition and Relationship Management:Acquire and handle a group of high net worth clients, providing them with tailored...

  • Sales Strategist

    2 weeks ago


    Mumbai, Maharashtra, India WTW Full time

    Job Title: Assistant Vice PresidentWe are seeking a highly skilled and experienced sales professional to join our Health Wealth & Career segment. The ideal candidate will possess a strong background in sales and business development, with a proven track record of driving revenue growth and building high-performing sales teams.Key Responsibilities:Identify...


  • Mumbai, Maharashtra, India ScaleneWorks Full time

    At ScaleneWorks, we are seeking a Digital Marketing Strategist to spearhead our Search Engine Marketing (SEM) efforts. As a key member of our team, you will be responsible for developing and implementing effective strategies for Google Ads and Facebook Ads campaigns, driving business growth and maximizing ROI.Strategic Planning: Collaborate with our team to...


  • Mumbai, Maharashtra, India WTW Full time

    We are seeking a highly skilled Sales and Business Development Leader to join our Health Wealth & Career segment. The ideal candidate will possess a strong background in sales and business development, with a proven track record of driving revenue growth and building high-performing sales teams.Key ResponsibilitiesIdentify potential clients in the target...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Key Responsibilities: Develop and execute comprehensive digital marketing strategies to drive business growth and achieve company objectives. Manage and optimize pay-per-click (PPC) advertising campaigns, including Google Ads and social media ads, to maximize ROI. Create and implement search engine optimization (SEO) strategies to improve website rankings...

  • Strategist - Insights

    2 weeks ago


    Mumbai, Maharashtra, India Guidepoint Full time

    About the RoleWe are seeking a highly skilled Strategist - Insights to join our team at Guidepoint. As a key member of our Insights team, you will be responsible for creating and moderating teleconferences that provide actionable insights for our clients.Key ResponsibilitiesMonitor a coverage universe of public and private companies within a specific sector...


  • Mumbai, Maharashtra, India Guidepoint Full time

    At Guidepoint, we are seeking a highly skilled Research Strategist to join our team in EMEA Markets. As a key member of our Insights team, you will be responsible for creating and moderating teleconferences that provide actionable insights for our clients.Key Responsibilities:Monitor a coverage universe of public and private companies within a specific...


  • Mumbai, Maharashtra, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full time

    Job Title: Capital Markets StrategistLocation: MumbaiReporting To: Director Capital MarketsOrganizational Overview:We are a digital finance company established in 2008 dedicated to providing access to debt for underbanked individuals and businesses in India. Through a combination of capital products, partnerships, and technology, we have created a platform...

  • Sales Strategist

    1 week ago


    Mumbai, Maharashtra, India WTW Full time

    We are seeking a seasoned sales professional to drive revenue growth and build high-performing sales teams within our Health Wealth & Career segment. The ideal candidate will possess a strong background in sales and business development, with a proven track record of driving revenue growth and delivering exceptional results.Key ResponsibilitiesIdentify and...

  • Sales Director

    3 weeks ago


    Mumbai, Maharashtra, India WTW Full time

    Job Title: Assistant Vice PresidentWe are seeking a highly skilled and experienced sales professional to join our Health Wealth & Career segment. The ideal candidate will possess a strong background in sales and business development, with a proven track record of driving revenue growth and building high-performing sales teams.Key Responsibilities:Identify...