Wealth Advisor

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

Job Title: Private Wealth ManagerThe role of a Private Wealth Manager is multifaceted and demanding, requiring the ability to navigate complex financial landscapes with ease and finesse. A Private Wealth Manager serves as a trusted advisor to high-net-worth individuals, providing personalized guidance and wealth management solutions that are tailored to...

Key Responsibilities:Develop strategic client relationshipsProvide tailored wealth management solutionsExpand investment product offeringsEnsure regulatory complianceAchieve revenue and penetration targets

```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...

```htmlAbout the CompanyYubi 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...

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....

About the RoleWealth 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.Key...

About the RoleWealth 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.Key...

```htmlAbout the CompanyYubi 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...

•Assist with account setup,custodian paperwork review and CRM updates•Manage advisor workflows,compliance checklists and operational task•Prepare detailed reports•Assistance in Portfolio Services•Overall support to the wealth management processes