Wealth Advisor

Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

Position: PCG Advisor (Private Client Group) Location: Mumbai, Maharashtra, India CTC: 15 LPA +  Role Overview: We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions. Key Responsibilities: Manage investment portfolios for HNI/Ultra-HNI clients....

*Job Description: Inside Sales Role - Retail Sales Advisor* *Position*: Retail Sales Advisor   *Location*: Lower Parel   *Salary*: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive   *Working Days*: Monday to Friday (4th and 5th Saturdays are working)   *Working Hours*: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out between 5:30 PM - 7:30...

We have opening with one of the SEBI registered advisory company based at Lower Parel as Wealth Advisor. Retail Wealth Advisory is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with potential customers...

Retail Sales Advisor is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with potential customers over calls for most part of his/her day for selling company's product/offerings. Since this form of selling is...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead conversions.  *...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead conversions.  *...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead conversions.  *...