Wealth Advisor - Noida, Uttar Pradesh

Work Mode: 6 days working, Work From Office (Noida location) · Shift: Day shift currently; rotational shifts may be introduced in the future · Cab Facility: Cab will be provided for night shifts, whenever applicable · Roles & Responsibilities · Must have a minimum of 2 years. · L ...

Location: Delhi NCR · Key Requirements: · Must be from Banking and Wealth Management Industry. · Minimum experience of managing AUM of 50-70 Cr in current role. · At least 3 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs. · Currently employed (no no ...

We are looking for highly articulate, result-driven International Telesales Executives with exceptional communication skills and no Mother Tongue Influence (MTI). · The role involves high-volume cold calling, lead qualification, and upselling, · with the primary objective of secu ...

Wealth Products Advisors will work closely with Relationship Managers to support investment advisory delivery.The role focuses on portfolio analytics research support proposal preparation and advisory execution ensuring high quality and consistent outcomes for affluent clients. · ...

FundTQ, based in Delhi, Gurgaon and Mumbai, is ranked a #5 Investment Bank in India. Closed 15+ marquee fundraising and mergers & acquisitions deals in past 12 months. For finding the successful transactions by FundTQ, visit the website at · Partners are CA, IIT &IIM, Ex KPMG,EY ...

FundTQ, based in Delhi, Gurgaon and Mumbai, is ranked a #5 Investment Bank in India. Closed 15+ marquee fundraising and mergers & acquisitions deals in past 12 months. For finding the successful transactions by FundTQ, visit the website at · Partners are CA, IIT &IIM, Ex KPMG,EY ...

We are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. · ...

+Job summary · We are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. · +ResponsibilitiesPrepare portfolio review and performance analysis reports · Create rebalancing recommendations al ...

This is an entry level position that involves preparing financial reports using accounting software and managing income tax ROC work GST compliance. It also includes processing TDS payments on time ensuring accurate record keeping and reconciliations. · ...

+Job summary · We are hiring Investment Advisors to support Relationship Managers in delivering high-quality investment advice to affluent clients. · +Qualifications3-8 years of Investment Advisor/Investment Analyst Wealth Management experience. · Strong Excel and financial analy ...

Wealth Redefine is looking for an enthusiastic Relationship Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. · ...

We are looking for an enthusiastic and proactive Relationship Manager / Financial Advisor with expertise in Mutual Funds SIPs Financial Planning and Stock Markets. · Provide expert guidance on Mutual Fund to clients(Sales) · ...

We are passionate about helping HNIs achieve their financial goals through smart investing. · Provide expert guidance on Mutual Fund to HNIs(Sales) · ...

We are looking for an enthusiastic and proactive Wealth Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. · ...

Wealth Redefine is looking for an enthusiastic and proactive Wealth Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. · Build and maintain strong client relationships. · Provide expert guidance on Mutual Fund- · MMeet monthly ...

Wealth Redefine is looking for a Financial Advisor who will provide expert guidance on Mutual Fund to HNIs. · ...

Wealth manager - Mutual Funds( Sales ) · About Us - Wealth Redefine · We are passionate about helping HNIs achieve their financial goals through smart investing. · Provide expert guidance on Mutual Fund to HNI clients( Sales ) · Meet monthly sales targets for mutual funds SIP and ...

We are looking for an enthusiastic and proactive Relationship Manager / Financial Advisor with expertise in Mutual Funds. · Excellent communication, interpersonal, and presentation skills. · ...

We are looking for an enthusiastic and proactive Relationship Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. · ...

We are passionate about helping HNIs achieve their financial goals through smart investing. We manage an AUM of over 650+ crores with clients across the globe. · ...