Wealth Advisor- Sales

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...

_**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...

Equentis is a SEBI-registered investment advisory firm Provides expert guidance on stock market investments and offers personalized investment solutions, research-based recommendations, and portfolio management services. * Job Title: Wealth Advisor * Location: Bengaluru * CTC: Up to ₹5-5.5 LPA * Benefits: PF, PT, ESI, Mediclaim, and incentives ...

Position: Retail Wealth Advisor (SWC/SSWC) Location: Bangalore Joining Time: ASAP Overview: 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...

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...

Company DescriptionEquentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create...

Position: Retail Wealth Advisor (SWC/SSWC)Location: BangaloreJoining Time: ASAPOverview:We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisoryteam. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clientsbuild long-term wealth through disciplined equity investments. This role involves extensive...

As a Product Advisor, you will be responsible for making sales calls and closing sales pitches with our members. To be a successful Product Advisor, you should be persuasive and able to work in a high-pressure environment. Ultimately, a top-performing Product Advisor is the one who follows sales scripts and demonstrate exceptional communication, negotiation...

Job Description Company Description At Team ACE HR, we believe in the power of collaboration and diversity of skills to create a successful team. Our goal is to foster a transformational culture where employees and employers can have value-driven conversations and work together towards shared success. We prioritize building strong relationships and...

Company Name: Kapil GroupJob Title: Wealth Advisors / Channel Partners(freelancer)Roles & Responsibilities:Promote and market a wide range of Kapil Group products, including:Chit Fund Subscriptions (1 Lakh to 1 Crore)Real Estate (Open Plots, Flats, Commercial Space)Solar PanelsDrone SalesAgri-related ServicesReceive attractive income from 1000/- to 100000/-...