Agents/ Wealth Advisors-Channel Partner

Mili is a house of tailored AI agents for advice firms. Our specialised agents handle tasks that advisors' time - from meeting notes to client onboarding. The Meeting Agent captures conversations without recordings, updates CRMs instantly, and sends follow-ups in minutes. Other agents handle scheduling, data management, prospect research, and compliance.The...

Key ResponsibilitiesIdentify and acquire new channel partners, including Independent Financial Advisors (IFAs), Independent Agent, sub-brokersFoster positive working relationships with partners to support their business goals and help them achieve sales targetsConduct comprehensive training for partners on financial products, including Mutual Funds,...

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory...

Role & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...

Building the Future of Wealth & Asset ManagementAt Neo, we're not buildinganotherfinancial platform. We're building thefuture of wealth and investing in IndiaAI-native, proactive, and designed for speed and trust. Whether it's trading, wealth reporting, onboarding, or advisory, our systems act like athinking partnerthat anticipates needs, surfaces insights,...

Company DescriptionFINWIZZ FINANCIAL SERVICES PVT LTD is a leading financial services provider with nearly a decade of expertise in offering tailored solutions for loan requirements. The company collaborates with premier banks and financial institutions and facilitates home loans with its user-friendly comparison tools. FINWIZZ is a pioneer in unsecured...

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...

Job Summary:We are looking for a proactive and energetic Marketing Executive to manage marketing activities and coordination with channel partners in the real estate sector. The role includes supporting channel partner engagement, handling marketing communication, organizing events, and ensuring effective promotion of real estate projects.Key...

Position:Vice President – WealthExperience Required:10–15 YearsLocation:MumbaiEmployment Type:Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division's strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong...

Channel Sales Manager Interior Design ServicesLocation: Bengaluru Company: Design CubesAbout the RoleAs Design Cubes continues to expand, we are seeking a dynamic and results-driven Channel Sales professional to strengthen our partner network and drive business growth for our interior design services. This role focuses on building strategic alliances and...