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Investment Advisor Job Vacancies in Nagpur

Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No
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Personal Financial Advisor

Edelweiss Tokio Life Insurance

  • 0 - 1 yrs
  • 10.0 Lac/Yr
  • Nagpur
Financial Planning Marketing Investment Advisory Sales Wealth Management
We are looking for 5 Personal Financial Advisor Posts in Nagpur-Maharashtra, Financial Planning, Marketing, Investment Advisory, Sales, Marketing, Wealth Management, Investment Advisory, with deep knowledge in Financial Planning, Marketing, Investment Advisory, Sales, Marketing, Wealth Management, Investment Advisory and Required Educational Qualification is : Higher Secondary
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Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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Personal Financial Advisor

Edelweiss Tokio Life Insurance

  • 0 - 1 yrs
  • 0.8 Lac/Yr
  • Nagpur
Good Communication Skills Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
Age- Above 25Qualifications-12th pass and aboveTeachers, Tution teachers, social workers, retired persons, housewives,once working women,post office agents,bank agents, business persons, salespersons are preferred
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