Wealth Planning Officer

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...

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 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...

Company DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...

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,...

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...

Company DescriptionSahaj Wealth Private Limited provides a comprehensive platform for managing a diverse range of financial products and services. These include mutual funds, bonds, insurance, unlisted stocks, equity/derivatives trading, portfolio management services (PMS), alternative investment funds (AIF), and structured products. Additionally, the...

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

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...

Location:Bangalore, KarnatakaExperience: 3-5yearsEmployment Type:Full-Time(On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...