Wealth Advisor Mutual Funds/equity

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...

**Role Description** This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services**, Mutual Funds advisory**, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely...

Investcraft is looking for Equity & Mutual Funds consultants for Noida location.Candidates having basic understanding of Stock Markets , Mutual Funds sales & Operations are a preferred choice for this Job.Job descriptionsManage Clients PortfolioManage Online TransactionsMutual Fund KYC & OnboardingCounselling for InvestorsArrangement of Seminars on...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesMutual funds...

**Job description** Who can Onbard a new Client and Provide trade sell advisory Services. Cross selling of third party investment products Seating, Advising clients on Equity, Derivatives Markets. Creation of revenue & Activation of clients through effective Advisory. order punching, Trade confirmation, Portfolio Management Send Cv on Whats app:...

Job description1. Client Advise and support like purchase, redemption etc for clients2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software.3. Analyze past return, brokerage, expense ratios in Mutual fund schemesRequired Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

Job Description Job Title: Sr. Relationship Manager - Wealth Management Location: Pune Department: Wealth Management Experience: 3-8 years Role Overview As a Sr. Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients...

Team Leader – Wealth Managers / AdvisorsLocation: Dwarka- DelhiExperience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing* Mutual Funds, Insurance, PMS sales* NISM/CFP preferred Call

**JOB DESCRIPTION**: **Job Position - Mutual Fund Reporter/ Writer** **About Times Internet**: Times Internet Limited (TIL) is a premier digital product company & a digital venture by The Times of India Group. As per ComScore, it has the largest Indian online repertoire, with 200 million+ monthly unique visitors & 20 billion+ page views across web and...