Experienced Financial Advisor

Company DescriptionInCred Wealth is a modern, agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our products and...

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

Roles and ResponsibilitiesProvide financial advisory services to clients, focusing on their specific needs and goals.Develop and maintain strong relationships with existing clients through regular communication and follow-ups.Identify new business opportunities by networking, attending industry events, and leveraging referrals.Conduct market research to stay...

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to their clients. The specialist will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience...

Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales strategies, rules/regulations, and suitability in response to inbound sales calls. Make periodic outbound calls for...

As the global leader in high-speed connectivity, Ciena is committed to a people-first approach. Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual growth, well-being, and belonging. We're a technology company that leads with our humanity—driving our business priorities alongside meaningful social,...

As the global leader in high-speed connectivity, Ciena is committed to a people-first approach. Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual growth, well-being, and belonging. We're a technology company that leads with our humanity—driving our business priorities alongside meaningful social,...

The candidate will be responsible to take up an instrumental role in identifying opportunities and building out/ expanding digital marketing services for Ameriprise financial advisors. The lead will manage the specialist(s) who conduct day to day updates for dedicated advisor/ team of financial advisors and staff to ensure they provide outstanding digital...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...

Our Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title: CFP &...