Wealth Advisory

Role & responsibilities• Plan the days 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 clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...

Role & responsibilitiesAcquisition of Wealth Clients: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.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory team. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clients build long-term wealth through disciplined equity investments. This role involves extensive client interaction, requiring excellent communication and persuasive skills to drive...

Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

Company Profile: As part of the Equentis group, we have been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, were proud to have established Indias first online non-discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our passionate team of...

Job Description Key responsibilities include: - Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus - Financial Planning (FP) and Portfolio Services - Execution of transactions post FP and on periodical basis - Manage Private Wealth, PMS and AIF fund related queries - Ensure delivery of various MIS reports as per requirements - To...

Location: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored...

Job Description Key Responsibilities: Customer Acquisition: - Acquire clients with investable surplus of 1 Cr. 5 Cr. and above. - Develop short-term and long-term sales strategies aligned with organizational goals. Financial Planning & Portfolio Management: - Provide financial planning and portfolio services to clients. - Execute transactions post financial...

Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

_**Experience : 2 - 5 years**_ - **Retail Sales Budget upto - Fixed 5.5 LPA + 4 LPA variable pay**_ - **Mode of Interview - Face to Face (2 Round)**_ 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...