Wealth Advisor

Hi , Glad to connect with you Please find the appended job description for the role Wealth Advisor for Equentis for your reference and let me know if you wish to pursue the same. 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...

Key Roles / Responsibilities **Plan the day’s work with emphasis on leads to be contacted basis theimportance 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 qualitylead conversions.** Proactively follow up leads...

Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...

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.  *...

Strategic Wealth Advisors WantedWe are seeking experienced and driven wealth advisors to join our team. As a strategic advisor, you will be responsible for acquiring, managing, and advising high net worth clients. Your role will involve driving revenue across a diverse range of investment products and ensuring unparalleled client satisfaction.Key...

**Job Summary**: **Responsibilities**: **Client Acquisition & Management**: - Identify and onboard new clients through lead generation and networking. - Build and maintain strong relationships with clients to ensure customer satisfaction. **Sales & Revenue Generation**: - Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance,...

Career Opportunities in Investment Advisory ServicesOur organization is seeking an experienced and skilled investment advisor to cater to the needs of high net worth individuals.To provide customized wealth advisory services to HNI clients, meeting their financial objectives and risk tolerance.To recommend suitable investment products such as mutual funds,...

We have excellent opportunity in Mumbai for Wealth Advisor, based in Lower Parel Please note this is office based Sales job, into client acquisition Excellent incentive structure. Min Salary including incentives 8 lakhs pa Regards Team HR **Job Types**: Full-time, Permanent Pay: ₹40,000.00 - ₹50,000.00 per month **Benefits**: - Health...

**Position: Customer Support Executive** **Location: Andheri, Mumbai** **Experience: 6 months to 1 Year** **Type: Full-time** **Responsibilities**: - Handle client queries professionally and redirect them to the branch head/concerned advisor when needed. - Provide basic information about the company, services & products (wealth management, investment...

**Position **Sales Advisor **Age Criteria **Up to 42 years **Salary **Depends upon interview & current salary package **Job description for #Sales Advisor** **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide empathetic and informative counseling to clients to...