Wealth Advisor - Kolkata

Wealth advisor responsible for prospecting new clients, understanding customer financial requirements, recommending investment products. · ...

This is a full-time on-site role for a Wealth Management Advisor in Kolkata. · The Wealth Management Advisor will be responsible for offering tailored financial and wealth management services, · providing sound financial and retirement planning advice, · and assisting clients in ...

A MINING & REAL ESTATE COMPANY AT KOLKATA ( SHAKESPHERE SARANI ) REQUIRES PERSONAL WEALTH MANAGER MUST KNOW TRAIDING , INVESTMENT , PORTFOLIO MANAGEMENT FINANCIAL ADVISOR , SHARE TRADING. · MUST KNOW TRAIDING · ...

POSITION PERSONAL WEALTH / PORTFOLIO MANAGER AT KOLKATA. · 4+ EXPERIENCE AS A WEATLH MANAGER. MUST KNOW TRADING , INVESTMENT , PORTFOLIO MANAGEMENT FINANCIAL ADVISOR , SHARE TRADING.MUST KNOW · TRADING · ...

We are in the process of strengthening and scaling our Mutual Fund Advisory and Wealth Management division. · Advise clients on mutual fund investments across equity, debt, hybrid, passive and international funds · Design and manage goal-based portfolios for clients using SIPs, l ...

Wealth Manager. Lead agency sales recruit & manage advisors handle HNI clients achieve premium targets. · 2–5 yrs life insurance/agency sales experience · ...

We are seeking an experienced Wealth Manager-Sales to join our team in Kolkata. · ...

This is a full-time on-site role for a Wealth Management Advisor based in Kolkata. The Wealth Management Advisor will offer tailored financial and wealth management services to clients. · Analyzing client financials. · Crafting personalized investment strategies. · Maintaining st ...

+The Family Office Manager will be responsible for the overall management, governance, and strategic execution of a Single Family Office. · +Oversee day-to-day operations of the family office, ensuring robust governance, controls, and processes. · ...

Job Summary: · Motilal Oswal Wealth Management is seeking a Manager – Advisor to provide strategic guidance, lead core business initiatives, and mentor teams to drive business growth. The role involves offering expert advice, supporting decision-making, and ensuring alignment wit ...

Company Description · Ashika is one of India's leading and most diversified financial services providers, with over 30 years of experience. The organization specializes in helping individuals, companies, and financial institutions in raising, trading, managing, and distributing w ...

We are in the process of strengthening and scaling our Mutual Fund Advisory and Wealth Management division and are looking to onboard a medium-senior level Mutual Fund Advisor to join our core team.This role is suited for professionals who have a long-term, relationship-driven ap ...

Drive AUM SIP and revenue growth across assigned cluster Execute regional sales strategies aligned with national objectives Identify new business opportunities untapped markets · ...

We are hiring dynamic and ambitious Financial Advisors to join our growing team at Aditya Birla Sun Life Insurance Co. Ltd. · This role is ideal for individuals who want to build a long-term career in financial services, wealth management, and leadership, with a clear growth path ...

· Building strong rapport with Business Associate (Partners Franchisee IFA) to bring business scalability quality servicing. · ...

Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. · Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. · ...

Advising Ultra HNI clients on Equity, F&O - Equity/Currency/Commodity Managing large customers with book size of 25lacs & above Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing · ...

We have openings for Relationship Manager - Wealth Channel · Location – Ahmedabad, Chennai, Kolkata, Delhi, Pune, Nashik, Vadodara & Bangalore · What are we offering & Salary · -      Huge and attractive incentive earning schemes · -      Exposure to the most unique and promising ...

The Manager - Wealth & Treasury will be responsible for managing family office investment portfolios and providing financial planning and advisory services to clients. · ...

This is a full-time financial advisor role located in Kolkata. · ...