Wealth Management Advisor

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

Join Our Elite Wealth Management Team Are you a dynamic and results-driven wealth manager looking to elevate your career We invite you to be part of our prestigious financial advisory team where innovation meets excellence If you have a passion for building strong client relationships and delivering tailored wealth solutions this is your opportunity to make...

SBI LIFE INSURANCE COMPANY PARK STREET BRANCH. JOB DISCRIPTION AND REQUIREMENT: 1. LOOKING FOR INSURANCE AGENT ADVISORS WHO CAN SELL UNIT MARKET LINK PLAN (ULIP) TO THE CUSTOMERS. 2. BECOME WEALTH AGENT ADVISOR AND SELL ONLY 1 PRODUCT (ULIP LAN) FOR SBI LIFE. 3. BE YOUR OWN BOSS START THIS AS YOUR BUSINESS AND EARN UNLIMITED INCOME AS COMMISSION FROM...

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

We are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.

About Novus WealthNovus Wealth is a modern wealth management firm dedicated to helping individuals and families build, manage, and grow their wealth through expert-led investment strategies. We combine insightful financial planning with access to top-performing mutual funds and investment products—ensuring every client enjoys a seamless and transparent...

Summary:Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS. The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders.Job Responsibilities:Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF,...

Company DescriptionWelcome to Kotak Life Careers This page is created for job posting purposes and provides information for the Recruitment and Development Manager – Tied Agency Channel role. The page streamlines the hiring process and helps candidates understand the role requirements for similar positions within Kotak Life.Role DescriptionThis is a...

Profile Investment Counsellor Private Wealth Manager Location Kolkata Experience Minimum 8 years in investment management wealth advisory or financial services Education Master s Degree from an accredited college CTC 15 LPA Job Summary The Investment Counsellor Private Wealth Manager will be responsible for providing tailored investment solutions to HNI...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach...