Wealth Advisor

Role : AIF Sales/Fund RaisingAbout Neo Group:Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering...

Job Title: Team Leader Wealth ManagerDepartment: Wealth Management & Lending SolutionsRole OverviewWe are seeking a dynamic and experienced Team Leader – Wealth Manager to lead a high-performing team of wealth advisors. The ideal candidate will bring deep expertise in equity broking, investment advisory, and lending products including business loans,...

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...

Company DescriptionClient Associates (CA) is India's first and largest"Multi Family Office Firm"founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...

SBI LIFE INSURANCE COMPANY PARK STREET BRANCH. JOB DISCRIPTION AND REQUIREMENT: 1. LOOKING FOR INSURANCE AGENT ADVISORS WHO CAN SELL UNIT MARKET LINK PLAN (ULIP) TO THE CUSTOMERS. 2. BECOME WEALTH AGENT ADVISOR AND SELL ONLY 1 PRODUCT (ULIP LAN) FOR SBI LIFE. 3. BE YOUR OWN BOSS START THIS AS YOUR BUSINESS AND EARN UNLIMITED INCOME AS COMMISSION FROM...

Job Overview : We are seeking a skilled and proactive Financial Advisor/Manager to provide strategic financial guidance, support wealth management, and help clients make informed decisions. You will work closely with individuals or businesses to develop financial strategies tailored to their goals and risk profile. Key Responsibilities : Analyze...

Join Our Elite Wealth Management Team Are you a dynamic and results-driven wealth manager looking to elevate your career We invite you to be part of our prestigious financial advisory team where innovation meets excellence If you have a passion for building strong client relationships and delivering tailored wealth solutions this is your opportunity to make...

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

Role : AIF Sales/Fund Raising About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to...

Company Description Owl is a pioneering, dual-phase deep-tech company positioned at the convergence of Space Technology and Molecular Data Storage. We are executing a mission to secure and expand global data infrastructure for strategic and governmental partners. - Phase 1: Orbital Intelligence (Current Focus - Seeding Phase): We are actively developing...

Company DescriptionOwl is a pioneering, dual-phase deep-tech company positioned at the convergence of Space Technology and Molecular Data Storage . We are executing a mission to secure and expand global data infrastructure for strategic and governmental partners.Phase 1: Orbital Intelligence (Current Focus - Seeding Phase): We are actively developing and...

Position Summary: We are seeking a highly motivated and experienced Marketing Associate to join our wealth management firm. In this role, you will be responsible for developing and executing marketing strategies to promote our wealth management services to prospective clients. **Responsibilities**: - Develop and implement comprehensive marketing plans to...

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients and...