Sr Wealth Manager

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...

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...

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....

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...

Were Hiring: Relationship Manager Wealth Business BankingLocation:HyderabadExperience: 3+ Years in BankingIndustry:BankingKey ResponsibilitiesPortfolio Growth:Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.Revenue GenerationDrive cross-sell of Business Banking and Wealth Products,...

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...

Company DescriptionEstablished in 1998, Concorde has transformed from a group plot developer into a prestigious builder of villas and apartments, known for quality living spaces at competitive prices. Concorde is renowned for its exceptional customer satisfaction and quality control throughout the entire construction cycle. With close to 60 lakhs square feet...

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...

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...