Wealth Advisor Graduate Fresher Jobs in Delhi

Urgent Requirement For Wealth Advisor

Pb Financial Services Imf Pvt Ltd

0 - 2 yrs
3.0 Lac/Yr
Delhi

Finance Advisor

Client Portfolio Management Risk Assessment and MitigationPerformance Tracking and Reporting Relationship Management Sales and Business Development

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Wealth Advisor

Pb Financial Services IMF Pvt. Ltd.

0 - 2 yrs
3.0 Lac/Yr
Delhi

Marketing Wealth Advisor

Hiring for 5 Wealth Advisor Jobs in Delhi, for Freshers,Required Educational Qualification is : Diploma, B.B.A, B.Com, M.Com, M.Tech with Good knowledge in Marketing etc.Acquiring new clients and onboarding them for investments i Mutual funds and Health Insurance.Conducting Face to face Meeting with Clients...working with Investments, Insurance and Mutual funds...Candidates should posses excellent communication skills and have a quick learning ability...

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Financial Planner

Ingenetus

IN

0 - 5 yrs
Dwarka Delhi

Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in

Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews

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Financial Advisor

Kotak Mahindra Life Insurance Ltd.

0 - 1 yrs
5.0 Lac/Yr
Connaught Place Delhi

Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home

We have vacant of 5 Financial Advisor Jobs in Connaught Place Delhi Candidate Age Should be 25 and aboveAnyone Can Apply with Higher Secondary and 25 and above age

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Opening For Relationship Manager Wealth Management

Pb Financial Services Imf Pvt Ltd

0 - 1 yrs
3.0 Lac/Yr
Delhi

Customer Relationship Financial Services General Insurance Finance Manager Risk Assessment Insurance Advisor

Wealth & Risk Management by calling existing Clients..On boarding new clients..Corporate PresentationMeeting Clients..Selling Mutual Funds and Insurance

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Wealth Advisor Graduate Fresher Jobs in Delhi

Urgent Requirement For Wealth Advisor

Wealth Advisor

Financial Planner

Financial Advisor

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Opening For Relationship Manager Wealth Management

Apply to 4 Wealth Advisor Graduate Fresher Jobs in Delhi