Wealth Management

Company DescriptionWith over 25 years of expertise in the financial services domain, INVESTWAYS FINSERV PRIVATE LIMITED has served thousands of satisfied clients across India. Our core competencies include wealth creation through investment in mutual funds and debt securities, providing insurance services, and offering personalized services to meet the...

Company DescriptionV6 ArthGyan LLP is a trusted wealth management and financial planning firm, serving over 4,000 investors across India. Based in Lucknow, we specialize in creating simple, transparent, and effective investment solutions. As an AMFI-registered Mutual Fund Distributor, we provide services such as SIPs, tax-saving ELSS schemes, fixed income...

Company DescriptionV6 Arthgyan LLP is a trusted partner in wealth management and financial planning, empowering over 4,000 investors across India to achieve financial freedom. Based in Lucknow and serving clients PAN India, the firm is an AMFI-registered Mutual Fund Distributor offering expert guidance in systematic investments, tax-saving schemes, and...

Basic InformationPosition:Outreach ManagerLocation:Lucknow (Work from Office)Compensation:₹2 LPA Fixed + ₹50K Performance-based BonusEquity/ESOPs:Available for long-term associationJoining:ImmediateAbout SarthiQSarthiQ is an internet platform built for 70 million Indian students to connect and collaborate across colleges and disciplines—for learning,...

Role- Area Sales ManagerLocation: Kanpur & LucknowWhat We Can Offer YouBe part of a young, fast-growing startup at the forefront of EV transformation.Enjoy a healthy work-life balance with a culture of ownership and trust.Thrive in a flat organizational structure with zero micromanagement.Competitive compensation packages with potential equity...

Job Profile:Recruitment of new IFAs as loan partners to set up the business.Focus on achieving sales with the new IFA targets.Conduct concept and product training for existing partners and new IFAs.Manage and enhance relationships in the NJ Wealth network in the allocated branches.Work closely with the NJ sales and product team for the growth and support of...

Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

We re Hiring Wealth Manager Leading Wealth Management Firm Locations Chennai Hyderabad Coimbatore Madurai Bangalore Delhi Mangalore Mumbai Pune Indore Nagpur Ahmedabad Jaipur Lucknow Experience Minimum 8 years in Wealth Management CTC No bar for the right candidate Company One of India s Leading Wealth Management Firms About the Role We are looking for...

We are looking for a motivated Telecaller to join our team and support our efforts in promoting our stock market and trading services. The ideal candidate will have excellent communication skills, a basic understanding of financial markets, and a passion for helping clients achieve their investment goals. As a telecaller, you will be responsible for making...

We are looking for a motivated Telecaller to join our team and support our efforts in promoting our stock market and trading services. The ideal candidate will have excellent communication skills, a basic understanding of financial markets, and a passion for helping clients achieve their investment goals. As a telecaller, you will be responsible for making...

Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:none; text-autospace:none;...

Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:none; text-autospace:none;...

Key Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital...

**BFC CAPITAL** BFC Capital is not only the wealth management arm of Group BFC but also the group's flagship company. Team Capital has been providing Financial Solutions to retail and corporate clients for over two decades. Listed below are some key attributes of the company - Assets Under Management: Rs. 7 Billion+ Retail Client Base: 12,000+ Corporate...

**BFC CAPITAL** BFC Capital is not only the wealth management arm of Group BFC but also the group's flagship company. Team Capital has been providing Financial Solutions to retail and corporate clients for over two decades. Listed below are some key attributes of the company - Assets Under Management: Rs. 7 Billion+ Retail Client Base: 12,000+ Corporate...

Relationship Manager - Mutual Fund Sales Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location Increasing market share and broad basing the business in the...

Company Overview Invest Mango, a prominent player in the Real Estate industry, specializes in providing tailored real estate investment options across various locations. Our unique inquiry process is carefully managed by our Portfolio Managers who ensure a streamlined service from identifying property needs to site visits and finalizing agreements. With a...