Private Wealth Advisor

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location - Mumbai - Lower Parel. Position : Wealth Manager Private Wealth. Broader Role / Responsibilities:. Acquisition of Wealth Clients:.- Wealth Manager will be responsible for acquiring & advising HNI clients. of Affluent & Super Affluent client base from the existing pool of clients within. the company will be given.- Build up the sales funnel via...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

About the Financialist :The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment...

Zecruiters Jobconnect Pvt Ltd is hiring Wealth Advisor for one of the reputed Finance Services. Experience : 2 and above Ctc : upto 15lpa Location : Andheri Chakala, Mumbai We are seeking a motivated and experienced individual to join our team as an Executive/Senior of new clients, creating personalized financial plans, discussing various financial...

**Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

Role OverviewAs a Global Private Banker for Wealth Management at Emkay Global Financial Services Ltd, you will be responsible for delivering exceptional client experiences and driving revenue growth through strategic wealth management solutions. You will be accountable for building and maintaining relationships with high net worth individuals, providing...

Are you experienced in managing High Net Worth Individuals (HNIs) and passionate about wealth management? Join Equentis and play a key role in helping our affluent clients achieve their financial goals!Key Responsibilities:- Acquire and advise HNI clients (Affluent & Super Affluent) from our existing client base.- Maintain client relationships and generate...

Key responsibilities: • Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy • Curate & drive customized solutions and programs aligned to business and HR objectives • Collaborating with business heads on Overall Organization Structure & Talent...

Key responsibilities:• Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy• Curate & drive customized solutions and programs aligned to business and HR objectives• Collaborating with business heads on Overall Organization Structure & Talent...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...