Wealth Creation Counsellor

Job Description / Responsibilities: 1. He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. 2. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counselling 3. He/she will be...

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...

Role Overview:We are seeking a high-caliber Investment Counsellor to lead and manage relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, and Private Wealth Platforms. This role is central to driving high-ticket fund raising across our real estate and alternative investment products. The ideal candidate should be deeply embedded...

Wealth Creation and Client RelationshipsOur Private Client Group specializes in providing personalized investment advisory and trading services to High Net Worth Individuals.The ideal candidate will have hands-on experience in trading, order execution, client acquisition, and servicing High Net Worth clients. A strong understanding of financial instruments...

Job Purpose IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor As a leading financial institution we are committed to providing our clients with the best investment solutions and services We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the...

We are looking for enthusiastic “**Wealth Creation Counselors” **who can counsel potential investors over the phone and will be able to generate sales for the organization by selling the different types of advisory services. - Dialing 100-150 calls giving 3-5 hours of talk time. - Selling an equity-based product on call from scratch to end. - Language:...

**PMS Audit**: **Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US) Experience : 0-3 Years Role: **1) To evaluate PMS Performance across the industry**: **a.Preparing PMS Audit and of clients and creating tracking mechanism for the same** **b. Standardizing the review format** **c. Doing meeting with RMs and presenting the Audit for the...

Job Title: -Wealth Creation Counsellor Location: -Thane Full Time Shift Time: -10.00 am to 7.00 pm **Salary**: - Up to 30,000 Gross (PM) + incentives - Dialing 100-150 calls giving 3-5 hours of talk time. - Selling an equity-based product on call from scratch to end. - Language: English and Hindi are compulsory. Preferred - Tamil, Telugu, Tulu, Malayalam,...

Incentives would be provided for Good performance and sales in our business. **Job Types**: Full-time, Regular / Permanent **Salary**: ₹12,000.00 - ₹14,000.00 per month Schedule: - Day shift - Fixed shift Supplemental pay types: - Commission pay Ability to commute/relocate: - Greater Mumbai, Mumbai Suburban - 400067, Maharashtra: Reliably commute...

**Job Types**: Full-time, Regular / Permanent **Salary**: ₹10,000.00 - ₹12,000.00 per month Schedule: - Day shift - Fixed shift Supplemental pay types: - Commission pay Ability to commute/relocate: - Greater Mumbai, Mumbai Suburban - 400067, Maharashtra: Reliably commute or planning to relocate before starting work (required) **Education**: -...