Wealth Advisor

7 days ago

Gujarat, India WHITE FORCE OUTSOURCING SERVICES PRIVATE LIMITED Full time

The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market. Sourcing and servicing Demat A/C, Cross selling products like Insurance, Mutual Funds, PMS, Helping clients on their Investments and managing thei

.]["Any Graduate"]

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  • Wealth Advisor

    7 days ago

    Ahmedabad, Gujarat, India Serving Skill Full time

    Role - Relationship Manager - Wealth Channel Preferences - Life Insurance Agency channel OR Mutual Fund background - Must have built good Life Insurance advisor or Mutual Fund distributor base. - No direct selling. - Age: 25 to 35 years - Qualification: Graduation & above - Good communication skills Roles and responsibilities - Deal with the HNI clients...

  • Insurance Advisor

    7 days ago

    Surat, Gujarat, India Profitence Wealth Full time

    Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products. - All work related to Insurance like Policy explanation, generation, claim settlement - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis and...

  • Equity Sales Advisor

    7 days ago

    Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time

    Job Title: Equity sales adviser Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

  • Life Insurance Advisor

    3 days ago

    Majura Gate, Surat, Gujarat, India Torin Wealth Management Full time

    1 to 2 years experience in Life Insurance **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance - Leave encashment Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Majura Gate, Surat - 395002, Gujarat: Reliably commute or planning to relocate before starting...

  • Finance Advisor

    4 days ago

    Vesu Village, Surat, Gujarat, India HAARDIK NAYAK FINANCIAL PRODUCTS DISTRIBUTION PVT. LTD. Full time

    Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. - To handle designated areas and keep focus on prevailing market and target achievement. - Identify market potential and develop, expand and increase the...

  • Mutual Funds Research Analyst

    2 hours ago

    Udhana, Surat, Gujarat, India NJ AMC Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Overview of Company :NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. The journey of NJ began in 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, to cater to investor needs in the financial services industry. Today, the Wealth Advisory Network, also known as...