Wealth Advisor Jobs

Wealth Isurance Advisor   ( 0 - 1 yrs)

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

Wealth Manager   ( 0 - 5 yrs)

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...

Advance Wealth Manager   ( 3 - 10 yrs)

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...

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

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...

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

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...

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

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...

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

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...

Wealth Management Advisors   ( 0 - 5 yrs)

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...

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

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...

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

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 ...

RELATIONSHIP MANAGER / DEALER EQUITY  ( 0 - 10 yrs)

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 ...

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

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 ...