Wealth Advisor

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

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,...

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 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...

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...

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB is must.** **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...

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...

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...

Job Title: Insurance & Financial AdvisorCompany: HDFC Life Insurance Company Ltd Location: [South Dum Dum] Job DescriptionWe are looking for ambitious and self-driven individuals to join us as Insurance & Financial Advisors. In this role, you will guide clients in financial planning, insurance solutions, and wealth protection while building long-term...

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: Postgraduate with Certification on NISM Series XA and XB.** **Retires Experience professional with desires qualification can also apply.** **Experience: 5+ years work experience. (In Relevant Field is Must)** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of...

**Bajaj Allianz Life Insurance Co. Ltd.**, one of India’s leading private life insurers, is a joint venture between Bajaj Finserv Limited, one of the most diversified non-banking financial institutions in India, and Allianz SE, one of world’s leading global insurer and asset manager. We began operations in August 2001 from our headquarters in Pune,...

Position - AVP Mutual Fund - Investment Product / Kolkata.Role & Responsibility1. Lead and support a team of 50 professionals across seven branches and three growth locations with a focus on fostering collaboration, operational efficiency, and consistent regional growth.2. Oversee day-to-day business operations, ensuring compliance and smooth branch...