Wealth Manager – Mutual Funds

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...

We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting...

Job DescriptionCompany DescriptionNuvama 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 –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...

Company DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. We offer adaptive, data-driven model portfolios across mutual funds, direct equity, smart beta, and thematic strategies, each tailored to clients' objectives and risk profiles. Our...

Job DescriptionCompany DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at...

Company DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth...

Key Responsibilities:Investor Data Management - Update mobile numbers, email IDs, and PAN details for all folios.Maintain and update non-financial investor data and handle KYC changes for NRI & RI clients.KYC reactivation for old clients.Good to have working knowledge with AMCsAssist with dematerialisation of old share certificates.Support closure of bank...

Roles and Responsibilities:Track equity and debt oriented mutualfunds.Analyze and suggest mutual fund schemes. Reviewing clients portfoliosGather information from various sources and interpret patterns and trends.Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current...

Direct Responsibilities :Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP...