Senior Wealth Advisor

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 existing customers over calls for most part of his/her day for...

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...

Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech 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...

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...

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...

Company DescriptionEquentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create...

Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...

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...

Company DescriptionAt Novelty Wealth, we are revolutionizing wealth management to make it accessible to everyone. With a combination of SEBI-registered expertise and cutting-edge AI technology, we provide 360° financial planning covering investments, taxes, insurance, and budgeting for individuals and their families. Our NovaAI, a 24/7 personal finance...