Wealth Advisor

Company Profile: As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built India's first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

Retail Sales Advisor is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with potential customers over calls for most part of his/her day for selling company's product/offerings. Since this form of selling is...

The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships with financial advisors, distribution...

JD for Relationship Manager – Equity Advisor for Wealth Management Firm - Interaction with the Analyst to understand their Buy/Sell recommendations - Interaction with Seniors in the firm with regard to their views on Equity and Debt Market - Interact with the clients of the Firm regularly on Equity Market Recommendations - Interact with the Clients for...

Company DescriptionStack Wealthprovides premium wealth-building strategies once reserved for retail individuals, offering exclusive investment options likehigh-return stocks & mutual fund portfolios,stable NCDs & bond choices. We excel in personalized financial planning and expert assistance for investment recommendations and portfolio updates. Our...

Job Overview:We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step — taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to...

Who are we?Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably.Our data-driven platform empowers you to make smarter investment...