Wealth Management Associate

Responsibilities:* Provide financial advice on investments and portfolio management( for mutual funds )* Manage HNIs' wealth through comprehensive planning for mutual fundsEmployer contact - Jayant Health insuranceLife insuranceSales incentivesPerformance bonusReferral bonusLeave encashment

Portfolio manager – Mutual Funds Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

Portfolio manager – Mutual Funds Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs) About Us – Wealth Redefine At Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to...

Portfolio manager – Mutual Funds Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs) About Us – Wealth Redefine At Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to...

Role & responsibilities:Role Overview:We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills,...

Location:NoidaCompany:FINVESTMENTSAbout the RoleThe Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combinesinvestment advisory, financial analysis, client relationship management, and business development. The ideal candidate should...

We are seeking an ambitious professional to join our wealth management team in client research, business development and prospecting. The role will require the successful candidate to engage with potential clients, schedule meetings and assist in preparing presentations for these meetings.Key Responsibilities:Develop business strategies and initiatives...

Title: Sales Wealth Counsellor (Pullback)Reports To: Senior Manager Renewals / PullbackSummarySales Wealth Counsellor (Pullback) is a person who is bestowed with the responsibility of wealth creation using disciplined ways of investing in equities of existing clients who have discontinued our services for some reason. She/he is responsible to interact with...

Job Title: Senior Test EngineerAbout the RoleThis position is for an experienced Senior QA Engineer with a background in manual testing and wealth management applications. The successful candidate will be responsible for creating, executing, and managing test cases, scenarios, and test data.Manual and API testing to ensure thorough risk and dependency...

LIFE AT WCWe at Wealth Clinic focus on a positive environment that is productive for everyone and build around a healthy space. Professional and personal growth plays a crucial aspect in the organization's environment and to keep them motivated we conduct various activities that include: Come, be a part of our growing family1.We conduct induction programs...