6

Wealth Advisor Job Vacancies in Kolkata

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Telephonic For Wealth Advisor Jobs (Freshers)

Mutual Fund Corporate Distribution House

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Client Advisory Financial Planning Wealth Management
Person are good in convencing power and talk with confidence are required..
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Relationship Manager

Choice Equity Broking

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Wealth Advisor Customer Relationship Customer Service
As a relationship Manager..primary job is to client acquisition..Aum generation..should have a knowledge regarding stock market
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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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Financial Advisor

Kotak Mahindra

  • 0 - 6 yrs
  • 3.8 Lac/Yr
  • Ultadanga Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
Must have basic knowledge regarding Insurance Industry. Basic knowledge regarding Financial Planning & Should be able to Work Under Team
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FINANCIAL ADVISOR

Anand Rathi Share & Stock Broker Ltd

  • 3 - 8 yrs
  • 15.0 Lac/Yr
  • Park Street Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
ADVISOR ( DEALER ) ON STOCK MARKET , MARKETING MANAGER OF WEALTH MANAGEMENT PRODUCT , DEAL WITH HNI / CORPORATE CLIENT
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Financial Advisor

Exide life insurance

Financial Advisor Finance Executive Finance Management Wealth Management
I want to recruit some Fresher & Experience person (Both Male & Female) who are serious, embition, go greter mentality , huge earnings expected person. My Company provide him/her free training experience.
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Financial Advisor

Kotak Mahindra

Financial Planning Marketing Wealth Management Investment Advisory
Candidate must be above 25yrs age. Must be regular & punctual . should be able to Work under a team culture. Must have basic knowledge regarding Insurance Sector for financial planning.
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