Wealth Advisor

Company DescriptionUnien Financial Services is dedicated to shaping the future of wealth management through innovative technology and strategic partnerships. Our best-in-class platform allows us to provide tailored financial strategies, empowering clients to achieve their aspirations with confidence. With a team of experienced Wealth Managers, we deliver...

A financial advisor at HDFC Life Insurance provides financial planning services, helps clients achieve goals like retirement and wealth creation, and sells HDFC Life's products. Key duties include assessing client needs, creating customized policies. Perks and benefitsPayment distribution will be done after the 45 day

Job Title: Senior Relationship Manager / Wealth Manager – Private WealthLocations: Bhubaneswar, Ranchi, Jamshedpur, KolkataJob Type: Full-timeDepartment: Private Wealth / Wealth ManagementExperience Required: 3 to 10 yearsEducation: MBA / Post Graduate (Preferred)About the RoleWe are hiring experienced professionals for the role of Senior Relationship...

Role : AMC Institutional SalesSummary: We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbent's role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned...

Company DescriptionBajaj Life Insurance is one of the fastest-growing life insurance companies in India, offering a diverse portfolio of products, including ULIPs, term insurance, retirement, and child policies. Serving over 3.85 crore policyholders and managing an AUM of ₹1.3 Lakh Crores, Bajaj Life boasts a 99.29% claim settlement ratio and a robust 343%...

Job Location : Kolkata, Garia, Barasat, Sreerampore, Burdwan, Asansol, Malda,Coochbehar, Alipurduar, Bhubaneswar, Bhadrak, Cuttack, Baripada, Tamluk,Kharagpur, Haldia, MidnaporePosition : Territory managerExperience : Minimum 5 yearsQualifications : GraduateIndustry : Insurance brokingJoining : As soon as possibleCore Responsibilities Build and Mentor...

Job ID: 44197Location: Kolkata, INArea of interest: Private Banking & Wealth ManagementJob type: Regular EmployeeWork style: Office WorkingOpening date: 17 Nov 2025Job SummaryAssist assigned RMs to achieve financial targets by providing strong support to them.Actively participate in the prevention of money laundering and fraud by strict adherence and close...

Job Title: Vice President _Sales Department: Sales & Business DevelopmentLocation: Minto Park, Kolkata Reporting To: Managing Director / CFOIndustry: Non-Banking Financial Company (NBFC)Remuneration- 18L 20L Position Overview:We are seeking an accomplished and dynamic Vice President Sales with extensive experience in promoter financing, credit solutions,...

Job Description Job Summary: Motilal Oswal Wealth Management is seeking a Manager Advisor to provide strategic guidance, lead core business initiatives, and mentor teams to drive business growth. The role involves offering expert advice, supporting decision-making, and ensuring alignment with company objectives and policies. Key Responsibilities: - Provide...

any body be serious then apply....A job description is a document outlining the duties, responsibilities, skills, and qualifications required for a specific role within an organization. It provides a comprehensive overview of the position to attract qualified candidates and set clear expectations for employees. More information about this Tele Sales...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...