Wealth Creation Counsellor

Company DescriptionCedrus Wealth Partners, founded by Nilesh S. Bajaj in March 2007, is dedicated to wealth creation, risk management, and achieving financial goals for families, new entrepreneurs, and individuals. The company's mission is "Orchestrating Distinctive Wealth Management Proficiency," which sets it apart by providing holistic and unbiased...

Support AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...

Support AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...

Company DescriptionThink Wealth is a leading financial services firm that focuses on innovative wealth creation and management strategies. Specializing in corporate finance, investment, and taxation, the company uses a scientific and personalized approach to help clients meet their financial goals. Built on the principles of expertise and trust, Think Wealth...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.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' goals, and offer holistic...

About ABWe are a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is...

Description Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the...

Company DescriptionRealtyStox is a multi-dimensional investment firm providing services in Wealth Management, Mutual Funds, PMS, AIFs, Insurance, and Real Estate. Our mission is to deliver modern, research-backed financial solutions for retail and high-net-worth individual (HNI) clients. We emphasize blending personal trust with intelligent advisory,...

About the Role is a digital mutual fund investment platform designed to simplify wealth creation through basket-based investing. We're looking for anexperienced Mutual Fund Distributor (MFD)to join as aCo-Founderand help us build the next big wealth tech brand in India.If you're an MFD who understands investor behaviour, has an existing AUM or strong client...

Job Description:Founded by Jamsetji Tata in 1868, the Tata group is a global enterprise headquartered in India.The group operates in more than 100 countries across six continents with a mission 'To improvethe quality of life of the communities we serve globally, through long-term stakeholder value creationbased on Leadership with Trust'.Sixty-six per cent of...