Wealth Advisory

2 weeks ago

Bengaluru, India Talent Corner HR Services Pvt. Ltd. Full time

Key Responsibilities
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements - Providing timely and sound financial advice to maximize client benefits - Ensuring active client engagement and participation in financial planning through after sales service and client outreach - Generating revenues by aligning appropriate financial instruments to meet client’s financial goals - Acquiring new clients through referrals and innovative marketing initiatives - Representing the organization in public and corporate-sponsored events Qualifications
- Postgraduate in any discipline - Minimum 3 years of industry experience - Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B Required Skills
- Excellent communication, interpersonal and listening skill

Experience 2 to 5 years

**Salary**: ₹600,000.00 - ₹1,000,000.00 per year

Day range:

- Monday to Friday

Shift:

- Day shift

Ability to commute/relocate:

- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Financial modeling: 1 year (preferred)

**Speak with the employer**
+91 6362880189

  • Wealth Manager

    4 days ago

    Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Wealth Advisor- Sales

    4 days ago

    Koramangala, Bengaluru, Karnataka, India Equentis wealth advisory pvt. ltd Full time

    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...

  • Wealth Advisor- Sales

    2 weeks ago

    Koramangala VI Bk, Bengaluru, Karnataka, India Equentis wealth advisory pvt. ltd Full time

    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...

  • Senior Wealth Manager

    6 days ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Apply in 3 Minutes! Senior Wealth Manager

    5 days ago

    Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Senior Wealth Advisor

    3 days ago

    Bengaluru, India Equentis Wealth Advisory Full time

    Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 existing customers over calls for most part of his/her day for...

  • Wealth Manager

    1 week ago

    Bengaluru, Karnataka, India Carrin & Stone Advisory Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. We offer adaptive, data-driven model portfolios across mutual funds, direct equity, smart beta, and thematic strategies, each tailored to clients' objectives and risk profiles. Our...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • PMS Sales Manager

    3 days ago

    Bengaluru, India Equentis Wealth Advisory Full time

    Location: Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. Build up the sales funnel via Client Meetings or...