Wealth Management Advisor Jobs in India

Job Description: Develop and manage client investment portfolios. Conduct financial assessments and recommend suitable products. Monitor market trends and adjust strategies accordingly. Build and maintain strong client relationships. Ensure compliance with financial regulations and c...

Responsibilities:A demonstrated ability to interview and recommend/select qualified applicants based on targeted skills and abilities in a fast-paced environment.Proven experience interacting with various levels of staff candidates management external customer vendors etc.Highly skilled in handling...

Responsibilities:A demonstrated ability to interview and recommend/select qualified applicants based on targeted skills and abilities in a fast-paced environment.Proven experience interacting with various levels of staff candidates management external customer vendors etc.Highly skilled in handling...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings lif...

SALARY UPTO-8 LPAJob Title: Wealth Manager - MumbaiJob Responsibility *Fundraising Support:* Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies including preparing pitch books information memoranda and supporting due diligence processes. *Investor Sou...

Role Summary In the above context the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits Channel Management Managing Banks NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower Process Excel...

Role Summary In the above context the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits Channel Management Managing Banks NBFCs and other Micro Finance liaising with Operations & Product tower Process Excellence group Cl...

Role Summary Responsible to Inward TAT100% weightage on achievement of 95% inwarding within 7 calendar days.75% weightage on achievement of 85% inwarding within 7 calendar days. 50% weightage on achievement of 75% inwarding within 7 calendar days. Responsible for booking TAT100% weightage on achieve...

Job PurposeTo derive Insurance Business from assigned Relationship/Channel partner in an area or zone to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the...

Generate revenue from 4–5 assigned banks.* Promote incentive programs to bank staff.* Complete medicals to ensure policy issuance.* Explore new markets and segments.* Build customer base cross/upsell and maintain bank relations.Age: 23 – 35 yearsMin. 1 yrs life Insurance or BankingStrong communicat...

Generate revenue from 4–5 assigned banks.* Promote incentive programs to bank staff.* Complete medicals to ensure policy issuance.* Explore new markets and segments.* Build customer base cross/upsell and maintain bank relations.Age: 23 – 35 yearsMin. 1 yrs life Insurance or BankingStrong communicat...

Director - Client servicesThe Head of Client Services leads the department that is responsible for partnering with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the companys products. This job owns short to mid-term (1-3 years...

Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismOperationsManagement LevelAssociateJob Description & SummaryAt PwC our people in business application consulting specialise in consulting services for a variety of business applications helping clients optimise operational efficiency. The...

Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismOperationsManagement LevelSenior AssociateJob Description & SummaryAt PwC our people in business application consulting specialise in consulting services for a variety of business applications helping clients optimise operational efficien...

We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled inclusive culture and talent experience...

• To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank.• Building Relationship and Motivate branch staff to help generate leads.• Providing complete policy details and after sales services to clients.