Wealth Manager- Agency Channel

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...

Client Relationship Management: Build and maintain strong relationships with clients to understand their financial goals and risk toleranceFinancial Planning: Develop comprehensive financial plans tailored to clients' needs, including investment, protection and retirement solutionsInvestment Management: Analyze market trends and identify investment...

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

Senior Territory ManagerThis role involves driving revenue growth within a designated territory through strategic agency channel development.

Wint Wealth - Creative Producer (Short Form)About us :Discover a Revolution in FintechEstablished in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. Today, Wint Wealth...

We're building something extraordinary at Care Health Insurance and need a stellar Agency Manager to lead the charge in Bangalore Looking for a dynamic leader who can:• Lead & mentor high-performing insurance agents• Drive sales strategies to smash targets• Build lasting partnerships with agency networks• Create seamless experiences for agents &...

Quick Highlights Role: Build and scale Richpanel's partner ecosystem with a focus on Shopify agencies and tech partners to drive a consistent flow of qualified leads and revenue. This is a high-ownership, high-leverage role critical to our next stage of growth. Reports to: CEO Stage: Team of 20. Primarily based in Bangalore, India, with a couple of team...

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...

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...