Senior Wealth Manager

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

As aWealth Management Intern, you'll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.You'll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.Key...

Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide...

Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

Responsibilities:* Sales of Unlisted Equity /Pre -IPO Shares, Private Equity or Wealth Products.* Develop wealth strategies using mutual funds and private wealth solutions.Health insurance

Location: MG Road, Gurugram About UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for aSales Executiveto join our team and support our client acquisition efforts by managing...

Responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.Manage the existing and new client portfolio . Interested one can drop your CV

Key Responsibilities:Minimum 7+yr. Exp. in Wealth Management.• Client Acquisition & Portfolio Management:Acquire high-net-worth clients (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. •Investment Advisory: Provide strategic financial advice in line with the client's financial...

Key Responsibilities:Leverage your existing client base to generate new sales opportunities and expand business relationships.Develop and implement strategies to achieve sales targets and drive revenue growth.Build and nurture strong, long-term relationships with clients.Understand clients' financial needs and goals to promote suitable products and...