Investment Counsellor-Wealth Management/ Jaipur/ Lucknow/ Ahmedabad

Job Description Investment Counsellor Location: Mumbai Department: Wealth Management / Financial Services Reports To: Head-Asset Allocation Position Overview: The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients&apos financial needs,...

Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...

Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for...

Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

Job Description Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note:...

Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients The successful salesperson will source new sales opportunities and close sales to achieve quotas The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients generating leads qualifying...

Job OverviewWe are seeking a Senior Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing investment advice and wealth management solutions.Key Responsibilities:Acquire, nurture and grow relationships with high-net-worth clients and their families.Provide tailored wealth...

Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...