Wealth Advisor

Role - Relationship Manager - Wealth Channel Preferences - Life Insurance Agency channel OR Mutual Fund background - Must have built good Life Insurance advisor or Mutual Fund distributor base. - No direct selling. - Age: 25 to 35 years - Qualification: Graduation & above - Good communication skills Roles and responsibilities - Deal with the HNI clients...

Job Title: Senior Wealth Management AdvisorAbout the RoleWe are seeking an experienced and skilled Senior Wealth Management Advisor to join our team. This is a critical position that requires expertise in wealth management, equity advisory, and financial planning.The ideal candidate will have a strong understanding of investment products, including mutual...

```html About the Company Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. Ensure compliance with SEBI, AMFI & internal risk guidelines. 5–10 years of experience as an Equity Dealer with institutions like Mutual Funds. ~ Wealth First Portfolio Managers Ltd. is a trusted...

Role OverviewWe are seeking a seasoned wealth management professional to join our team as a Private Banking Specialist. In this critical role, you will be responsible for providing comprehensive financial advisory services to Non-Resident Indian (NRI) clients. Your primary objective will be to deliver top-notch client servicing, conduct regular portfolio...

About the Role Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making....

Private Banking SpecialistWe are seeking an experienced Private Banking Specialist to provide comprehensive wealth management advisory services to our Non-Resident Indian (NRI) clients.As a Private Banking Specialist, you will be responsible for offering a range of financial products, including mutual funds, offshore investments, and insurance solutions. You...

SynopsisAcquire, onboard and nurture relationships with distributors such as Independent Financial Advisors, Registered Investment Advisers, National Distributors, private wealth platforms, family offices, and

Job Title: Equity sales adviser Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

Lead Wealth Strategist - PCG AdvisoryWe are seeking experienced and driven professionals to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients.Key Responsibilities:Acquire and manage UHNI/HNI clients for the PCG, focusing...