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  • Wealth Advisor Jobs in India


Wealth Advisor Jobs

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  • Wealth Isurance Advisor   ( 0 - 1 yrs)

    Idbi federal lifeinsurance co.ltd
    Idbi federal lifeinsurance co.ltd logo

    RS 50000 To 3,50,000 Coimbatore, Erode

    To make product pitching To maintain good customer relationship To improve the customer base To increase the sales To increase the market size

    Apply Now

    Key Skills : communication,convincing power,team developer,wealth isurance advisor,insurance associate,insurance executive

  • Wealth Manager   ( 0 - 5 yrs)

    Myra & Co.

    RS 80,000 To 2,00,000 Ghaziabad

    A. Wealth Manager / Financial Advisors - Job Description ( Vacancy - 4 No.’s) 1. Manage and supervise the businesses as per organization\'s standard and objective. 2. Acquire and manage HNI / Ultra-HNI clients across business lines and assist...

    Apply Now

    Key Skills : Wealth Manager,Finance Advisor,Tellecaller

  • Advance Wealth Manager   ( 3 - 10 yrs)

    ProwizConsulting
    ProwizConsulting logo

    RS 6,00,000 To 10,00,000 Delhi

    • Experience of minimum 3-4 years as Relationship Manager in a private sector or foreign bank • Candidate should be managing around 60 to 80 HNI/ NRI customers and confident of growing the HNI /NRI base • Candidate should have a clear fo...

    Apply Now

    Key Skills : Wealth Manager,Wealth Advisor,Investment Advisor,Financial Advisor

  • Executive Wealth Planning Officer ewpo - Delhi   ( 2 - 5 yrs)

    HR Devi Talent Acquisition
    HR Devi Talent Acquisition logo

    RS 2,50,000 To 4,25,000 North Delhi, Delhi

    Sell Life Insurance Plans Work On The Given Leads By : Enquire Leads For An Interest In Purchasing Life Insurance Policies Collect Documents From Interested Leads Ensuring Timely Issuance Of Policies By Resolving Pending Issues Acquire...

    Apply Now

    Key Skills : insurance,General Insurance,Insurance Advisor,Insurance Agent,Insurance Associate

  • Relationship Manager - Wealth Management Service   ( 2 - 8 yrs)

    Navodaya Consultancy Services
    Navodaya Consultancy Services logo

    RS 1,75,000 To 4,00,000 Ahmedabad

    Job Description Send me Jobs like this Advise the clients for Portfolio management in terms of their financial requirement To sell products like Life Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc. Take care of investment prospect...

    Apply Now

    Key Skills : Wealth Management,insurance,financial planner,advisor

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  • Wealth Planning Officer wpo - Kolkata   ( 1 - 3 yrs)

    HR Devi Talent Acquisition
    HR Devi Talent Acquisition logo

    RS 1,50,000 To 2,50,000 Kolkata

    Job Description Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pe...

    Apply Now

    Key Skills : insurance,general insurance,life insurance,Life Insurance Advisor,life insurance agent

  • Wealth Required For Business Development Executive Marketing - Indore   ( 0 - 1 yrs)

    WealthChaser Global Research
    WealthChaser Global Research logo

    RS 1,25,000 To 1,75,000 Indore

    Job Description: Position- Business Development Executive Hiring Process : Two rounds of face to face Interview. Roles and Responsibilities: • Revenue generation by Client handling. • Maintain Client information in CRM. • Invo...

    Apply Now

    Key Skills : Communication Advisor

  • Wealth Management Advisors   ( 0 - 5 yrs)

    Aspiron

    RS 1,25,000 To 3,50,000 Noida

    Advise and Assist with Design of Investor Communications in Conjunction with Any Appointed External Financial Pr Agency oversee the Production of Transaction Documentation in Close Co-operation with the Client\'s Legal Advisers advice On the Ov...

    Apply Now

    Key Skills : Financial Analysis,Finance Advisor,Fund Management,Fund Analyst,Investment Advisor

  • Wealth Planning Officer   ( 1 - 2 yrs)

    Guru Jobs India
    Guru Jobs India logo

    RS 2,50,000 To 3,00,000 Hyderabad, Bangalore, Chennai

    Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pending issues Acquire...

    Apply Now

    Key Skills : Confidence,Field Officer,Communication Advisor,Business Developer,honesty

  • Wealth Relationship Manager for Chennai location, Sal 6-8Lacs   ( 4 - 15 yrs)

    Posted on 76 days ago

    Irasol India Pvt Ltd

    RS 6,00,000 To 8,00,000 Chennai

    Urgent opening for Wealth Relationship Manager in Chennai location. Position title : ELITE WEALTH RELATIONSHIP MANAGER Experience : 4 Years & above Salary : 6- 9 lacs Location: Chennai Span of Control (Geog & Nos of Reportees ) : I...

    Apply Now

    Key Skills : Wealth management,Wealth,Equity sales,Mutual fund sales,Life insurance sales,Bond sales,Portfolio

  • Trainee Financial planner or Investment Advisor   ( 1 - 4 yrs)

    Harmoney wealth advisory services India (p) Ltd
    Harmoney wealth advisory services India (p) Ltd logo

    RS Up To 50000 Bangalore

    Qualification: MBA from Govt recognized university or Institution. PREFERENCE WILL BE GIVEN TO CERTIFIED FIANNCIAL PLANNER or Passed RIA module of NISM . PROFICIENCY IN MS OFFICE AND EXCELLENT ORAL AND WRITTENCOMMUNICATION . Experience: 0 to 2 ...

    Apply Now

    Key Skills : Tax Analyst,gst,Mutual Funds,PMS,Insurance Consultant,Investment Advisor,Wealth Management

  • RELATIONSHIP MANAGER / DEALER EQUITY  ( 0 - 10 yrs)

    Finpro Recrtuiters & Trainers

    RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, Vizianagaram, Bangalore, Mysore, Thiruvananthapuram, Kochi, Chennai

    The selected intern(s) will work on following during the internship: 1. Advising clients with regards to their Investment in equity & derivative market, Place orders on their behalf. 2. Building relationships with the client & educating them about ...

    Apply Now

    Key Skills : NISM,Equity Dealer,Equity Research Analyst,Equity Advisor,Derivatives Trading,Portfolio Management

  • Looking for Experienced Customer Relationship Manager - Pune  ( 0 - 15 yrs)

    Posted on 65 days ago

    MONEYQUEST

    RS 2,00,000 To 25,00,000 Pune

    Stock broking franchise in Pune looking for experienced Relationship Manager to source HNI & NRI clients. We also looking for Equity dealer, commodity dealer, tele callers, investment advisors. Purpose of this role : To generate high revenues ...

    Apply Now

    Key Skills : Equity Advisor,Equity Dealer,Equity Derivative Dealer,Commodity Dealer,Relationship Manager Dealing




You can find Related Jobs of "Wealth Advisor" in different Top Cities

    • Hyderabad
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    • Bangalore
    • Mumbai
    • Pune
    • Chennai
    • Kolkata
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