Wealth Manager- Agency

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Location:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...

2–5 yrs in Wealth Management / BFSILife Insurance experience preferredProven HNI client management skillsStrong communication & relationship-buildingIndividual contributor reporting to Regional Head

Wealth Manager will be responsible for acquiring and managing HNIs for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients.

About This RoleAt our organization, we are seeking a highly skilled Wealth Manager to join our team. This is an exciting opportunity for an experienced professional to take on a challenging role and make a meaningful contribution to our company.The ideal candidate will have a strong background in finance and wealth management, with excellent communication...

Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

Company DescriptionLMV Financial Services provides a full range of financial services to various clients and businesses. With over 10 years of experience in the financial market, LMV Financial Services offers a distinct advantage in wealth management. The company aims to help clients achieve financial freedom through informed decision-making and financial...

Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...

Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

Title: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...