Wealth Planning Officer

2 days ago


Bengaluru, Karnataka, India Weblee Technologies Full time ₹ 2,64,000 - ₹ 2,76,000 per year
Company Description

Our expertise in designing
custom WordPress and CMS websites take us into a league of extraordinary
companies who push the boundaries to the limits through forward
thinking web design solutions that definitely creates an impact for a
business in a positive way. Blending technical prowess with creativity,
Website Design Company India develops extraordinary websites and
eCommerce solutions for enterprises, globally. We integrate and
incorporate the best web design features along with social media
integration and search engine optimization elements that make a site
overwhelming in the eyes of customers as well as search engines. The
soul of your business lies in your website and we are here to give wings
to it..

Job Description

Vacancies for Wealth Planning Officer Bengaluru

Wealth Planning Officer (WPO) –Bengaluru 20 openings

1 round

Sales / Business Development Job(Resume Needed)

In Tata Aia

Job Summary

Offered Salary

₹22,000 - ₹23,000 Monthly

Job Benefits

PF & ESIC

Incentives View Details

Reimbursements: Mobile, Travel View Details

Locations

Koramangala, Bengaluru (20 Openings)

Shift Timings

9:00 AM - 6:00 PM

Weekly Days Working

6 Days Working (Sunday Off)

Selection Criteria

CompulsoryPreferred

Education

Experience

Age

Communication

Documents

Skills

Others

Key Skills Required

Honesty

Communication

New Business Development

Sales Mindset

Basic Computers

Field Work

Confidence

Job Description

Incentives

Attractive incentives :

Reimbursements

Mobile Reimbursements

Mobile bill shall be reimbursed

Travel Reimbursements

On business justification

About the company

Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asia life insurance group in the world, spanning 17 markets in Asia Pacific. Tata AIA Life started operations on April 1, 2001.

Weblee Technologies

Contact Must Call Between 11 A.M- 2 P.M

Paushali Madam

DB-37 Shastri Bagan Deshbandhu Nagar Baguiati Joramandir (Branch) Kolkata 700059



  • Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per year

    Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...


  • Bengaluru, Karnataka, India Weblee Technologies Full time ₹ 2,64,000 - ₹ 2,76,000 per year

    Company Description Our expertise in designing custom WordPress and CMS websites take us into a league of extraordinary companies who push the boundaries to the limits through forward thinking web design solutions that definitely creates an impact for a business in a positive way. Blending technical prowess with creativity, Website Design Company India...


  • Bengaluru, Karnataka, India Weblee Technologies Full time ₹ 2,64,000 per year

    Company Description Our expertise in designing custom WordPress and CMS websites take us into a league of extraordinary companies who push the boundaries to the limits through forward thinking web design solutions that definitely creates an impact for a business in a positive way. Blending technical prowess with creativity, Website Design Company India...


  • Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...


  • Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...


  • Bengaluru, Karnataka, India Weblee Technologies Full time ₹ 2,64,000 - ₹ 2,76,000 per year

    Company Description Our expertise in designing custom WordPress and CMS websites take us into a league of extraordinary companies who push the boundaries to the limits through forward thinking web design solutions that definitely creates an impact for a business in a positive way. Blending technical prowess with creativity, Website Design Company India...

  • Private Banker

    2 weeks ago


    Bengaluru, Karnataka, India 360 ONE Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt 360 ONE Wealth, we understand that the path to creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending...


  • Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

  • Wealth Advisory

    2 weeks ago


    Bengaluru, Karnataka, India Paramount HR Full time ₹ 3,60,000 - ₹ 5,40,000 per year

    Role - Wealth Advisory Sales / Equity SalesRetail Wealth Advisory is a person who is bestowed with the responsibility of wealth creationfor clients to wish to create wealth using disciplined ways of investingin equities. The SWC/SSWC is responsible for interactions withpotential customers over connections for most part of his/her day forpitching companys...

  • Marketing Intern

    2 weeks ago


    Bengaluru, Karnataka, India Merisis Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Merisis Group is a boutique financial services group with a strong presence in both investment banking and wealth management. We specialize in high-impact financial solutions for HNIs, CXOs, and entrepreneurs, with over a decade of expertise across growth-stage fundraising, M&A, and curated wealth strategies. Our wealth management arm – Merisis Wealth,...