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Elite Wealth Advisors Ltd 0-3 yrs Delhi
hni client handling, wealth management, portfolio management, marketing...
Ensuring client satisfaction by building good relationship with clients;Financial planning of clients as per their requirement;Must have own ...
INR 2,50,000 - 3,50,000 P.A.
Posted by Sangeetha Govindam , 1 day ago
CAAC's Solutions 0-4 yrs Delhi NCR, Moradabad, Rewari
branch banking, banking assistant, banker, front office administrator...
INR 2,25,000 - 3,50,000 P.A.
Posted by Mr Mohit , 1 day ago
Anand Rathi share and stock brokers limited 3.6(135 reviews) 10-20 yrs Mumbai
aum, wealth, structured products, preferred relationship manager, preferred...
Experience of advising clients across asset classes;Relationship Managers with prior experience working in a Private bank/wealth management set ...
INR 10,00,000 - 20,00,000 P.A. Incentives
Posted by Ganesh Sarkhot , 3 days ago
OPULENT INVESTMENT ADVISER PRIVATE LIMITED 1-4 yrs Mumbai(Nariman Point)
equity advisory, equity derivatives, brokerage, securities, equity...
Not disclosed
Posted by Rajeshree Hankare , 30 days ago
OPULENT INVESTMENT ADVISER PRIVATE LIMITED 0-2 yrs Mumbai(Nariman Point), Mumbai Suburbs, Navi Mumbai
relationship management, equity research, sales, finance...
INR 50,000 - 3,00,000 P.A. Best in the industry
Posted by Rajeshree Hankare , 13 days ago
Sakal Money Financial Services 5-7 yrs Pune(Shivaji Nagar)
Sales Management, Distribution, Wealth Management, Mutual Funds Sales, Team...
5. Experience of wealth management and CFP Certification will be given preference;6. NISM MF Distributor V-A exam cleared and IRDA qualified ...
Not disclosed
Posted by Sainath Shetty , 17 days ago
Bajaj Capital Limited 3.8(239 reviews) 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
INR 3,00,000 - 6,00,000 P.A. +reimbursement
Posted by Ms. Catherine Coelho , 30+ days ago
Bajaj Capital Limited 3.8(239 reviews) 1-6 yrs Vadodara
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
INR 3,00,000 - 5,00,000 P.A. Reimbursement+ Incentive+ Incr...
Posted by Ms. Catherine Coelho , 30+ days ago
Intellectual Capital Hr Consulting Pvt Ltd 5-8 yrs Mumbai
Sales, Client Relationship Management, Wealth Management...
- With a min of 5 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI sector;- To coordinate with product and ...
Not disclosed
Posted by Manish Rajawat , 30+ days ago
Bajaj Capital Limited 3.8(239 reviews) 1-6 yrs Vadodara
mutual funds, nism, insurance, bonds, cfp, li, mf, gi, health, motor, pms...
Candidates with NISM / CFP / PGDFP/MFP / CWM certification would have an added ...
INR 3,00,000 - 5,00,000 P.A. + Reimbursement + Incentives +...
Posted by Catherine , 4 days ago
Talent Corner HR Services Pvt Ltd 1-6 yrs Pune
Mutual Funds, Relationship Management, Distribution Management...
INR 2,50,000 - 4,00,000 P.A.
Posted by Mr. Rashesh Doshi , 16 days ago
Bajaj Capital Limited 3.8(239 reviews) 3-8 yrs Nagpur
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
INR 3,00,000 - 5,00,000 P.A. +reimbursement + Incentive+ In...
Posted by Ms. Catherine Coelho , 30+ days ago

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IMS Proschool Pvt. Ltd 4.1(16 reviews) 5-10 yrs Thane
educational sales, lead generation, business planning, online sales...
Post Graduate from a reputed college;- E-learning sector experience will be a plus; Experience: ...
Not disclosed
Posted by Malvika Bhandari , 28 days ago
Anand Rathi share and stock brokers limited 3.6(135 reviews) 10-20 yrs Jaipur
aum, wealth, structured products, preferred relationship manager, preferred...
Experience of advising clients across asset classes;Relationship Managers with prior experience working in a Private bank/wealth management set ...
INR 15,00,000 - 25,00,000 P.A. Incentives
Posted by Veena Mapuskar , 30+ days ago
Anand Rathi share and stock brokers limited 3.6(135 reviews) 6-11 yrs Kolkata, Dehradun, Lucknow
Sales, Business Development, Relationship Management, HNI Client Handling...
Good oral and written communication skills with clarity of thought, speech and expression;Maintaining client relationships and generate AUM from ...
INR 5,00,000 - 12,00,000 P.A.
Posted by Sweta Dujari , 11 days ago
Befree Business Resoucring LLP 3.9(7 reviews) 1-4 yrs Gandhinagar
Financial Planning, financial analysis, financial reporting...
Not disclosed
Posted 8 days ago
Huquo Consulting Pvt. Ltd 5-10 yrs Delhi NCR, Mumbai, Bengaluru, Pune, Punjab
Business Development, Relationship Management, HNI Client Handling...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Huquo , 30+ days ago
HuQuo Consulting Pvt. Ltd. 10-13 yrs Bengaluru, Chandigarh, Punjab
business development, relationship management, new client acquisition...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Not Provided , 14 days ago
Bajaj Capital Limited 3.8(239 reviews) 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
mutual funds, nism, insurance, bonds, cfp, li, mf, gi, health, motor, pms...
Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added ...
INR 3,00,000 - 6,00,000 P.A. + Reimbursement + Incentives +...
Posted by Ms. Catherine Coelho , 17 days ago
eClerx Services Ltd. 3.7(1122 reviews) 0-0 yrs Mumbai, Navi Mumbai, Thane
CFP, Bfsi, Mba Finance Fresher, Mba Final Year Student, NSE, BSE, NIFM...
You may come down for Walk-in Interview on 22nd April between 11.00am to 2.00pm , our Airoli office, Navi Mumbai Location for Interview. ...
Not disclosed
Posted by Kavita Deshmukh , 1 day ago
SKI Capital Services Limited 2-7 yrs Delhi NCR, Delhi
financial planning, cfp, certified financial planner, finance, taxation...
Not disclosed
Posted by Manick , 27 days ago
Talent Corner HR Services Pvt Ltd 1-6 yrs Pune
direct sales, hni, relationship management, mutual funds, NISM, NISM VA...
INR 2,50,000 - 4,00,000 P.A.
Posted by Anita Mandar Kulkarni , 16 days ago
Anand Rathi share and stock brokers limited 3.6(135 reviews) 5-10 yrs Delhi NCR, Delhi
wealth management, new client acquisition, cfp, aum, wealth...
Maintaining client relationships and generate AUM from preferred clients;The Relationship Manager will be Responsible for Acquiring Preferred ...
INR 5,00,000 - 15,00,000 P.A. Incentives
Posted by Ashutosh Dixit , 7 days ago
GIPS 6-10 yrs Bengaluru, Chennai, Delhi NCR, Mumbai
Priority Banking, Branch Banking, Investment Counselor, investments...
- 6-10 years work experience in NBFC, Banks, Mutual Fund industry;- CFA & CFP will be preferred;- Post graduate;- Preferably MBA finance ...
Not disclosed
Posted by HR , 30+ days ago

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VETE ASSOCIATES TAX AND INVESTMENTS CONSULTANTS PRIVATE LIMITED 2-6 yrs Mumbai, Navi Mumbai, Thane
financial modelling, financial planner, certified financial planner...
INR 1,00,000 - 4,00,000 P.A.
Posted by Snehal Patel , 11 days ago
Adidar Consulting 5-7 yrs Mumbai, Delhi
bonds, relationship management, client relationship, hni, investment...
Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management diploma or CFP (certified financial ...
Not disclosed
Posted by HR , 30+ days ago
Arihant Institute 2-7 yrs Ahmedabad
academic, curriculum development, articles, teaching, ca, cma, cs, cfp...
Not disclosed
Posted 30+ days ago
3D India Staffing Research Consulting Pvt Ltd 4.5(13 reviews) 5-10 yrs Bengaluru
Sales Management, Relationship Management, Finance...
- Min 4 years of experience in a sales oriented role in financial service Industry;- Should have handled all type of products -Equity,MF,Insuranc ...
Not disclosed
Posted by HR , 30+ days ago
ADIDAR Consulting 5-10 yrs Ahmedabad, Mumbai, Delhi
CFP, Finance, Certified Financial Planner, Mutual Funds, Financial Planning...
Not disclosed
Posted by Shekhar Tiwari , 30+ days ago
IMS Proschool Pvt. Ltd 4.1(16 reviews) 1-6 yrs Mumbai, Navi Mumbai, Mumbai Suburbs
lead generation, investment banking, educational sales, financial modelling...
o We work for 8.30 working hours only including lunch break and provides flexible working hours;Possess good presentation and communication ...
INR 1,50,000 - 3,50,000 P.A.
Posted by Malvika Bhandari , 30 days ago
IMS Proschool Pvt. Ltd 4.1(16 reviews) 1-6 yrs Mumbai, Thane, Navi Mumbai
educational sales, lead generation, centre manager, counselling, counselor,...
We work for 8.30 working hours only including lunch break and provides flexible working hours;Possess good presentation and communication skills ...
Not disclosed
Posted by Malvika Bhandari , 13 days ago
Sakal Money Financial Services 5-7 yrs Pune(Shivaji Nagar)
Sales Management, Mutual Funds, Distribution, Wealth Management...
4. Minimum 6-7 years of hands down experience in selling / managing team in Wealth Managementand managing the documentation, compliance, for ...
Not disclosed
Posted by Sainath Shetty , 17 days ago
OPULENT INVESTMENT ADVISER PRIVATE LIMITED 0-5 yrs Mumbai(Nariman Point), Mumbai Suburbs, Navi Mumbai
service sales, revenue generation, relationship management...
INR 1,00,000 - 5,00,000 P.A. Best in the industry
Posted by Rajeshree Hankare , 21 days ago
GRANDEUR RECRUITMENT CONSULTANTS 2-7 yrs Mumbai Suburbs, Navi Mumbai
Six Sigma Projects, Sales, Black Belt, Process Excellence...
INR 8,00,000 - 13,00,000 P.A.
Posted by Aseem Neekhra , 30+ days ago
HuQuo Consulting Pvt. Ltd. 4-9 yrs Bengaluru, Chandigarh, Punjab
Business Development, Relationship Management, New Client Acquisition...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Manoj , 30+ days ago
Upcruit Business Services 2-7 yrs Mumbai
eCommerce, Online Sales, Life Insurance Sales, Mutual Fund Sales, Insurance...
Work Experience : Minimum 2 years compulsory to have experience in selling online investment products (B2C Sales)/ Tele-calling Sales Experience ...
Not disclosed
Posted by HR , 4 days ago
Rudra Placement Services 5-10 yrs Delhi NCR, Chandigarh, Gurgaon
investment planning, financial planning, mba finance, cfp...
Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a ...
INR 8,00,000 - 18,00,000 P.A.
Posted by Disha Agrawal , 30+ days ago
IIFL Securities Limited 3.7(1115 reviews) 5-10 yrs Chennai
aum, mf, pms, portfolio, investments, products, wealth, hni...
To coordinate with product and research team for taking investment decision for the clients as per their financial requirement;Should have good ...
INR 4,00,000 - 9,00,000 P.A.
Posted by Manoj Sudarsan , 28 days ago
CAAC's Solutions 0-5 yrs Delhi NCR, Chandigarh, Kurukshetra
branch banking, banking assistant, banker, front office administrator...
INR 2,50,000 - 3,25,000 P.A.
Posted by Mr Mohit , 13 days ago
Fortune Human Capital (P) Ltd 3-8 yrs Delhi NCR, Kolkata, Agra
Sales, HNI, Cross Selling, Investment Products, Leadership...
INR 5,00,000 - 15,00,000 P.A.
Posted by Sam Andrews , 6 days ago
Bajaj Capital Limited 3.8(239 reviews) 1-6 yrs Delhi NCR, Gurgaon, Greater Noida, Noida
relationship manager, hni acquisition, new client acquisition...
Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added ...
Not disclosed
Posted by Shalu Tokas , 20 days ago
Adidar Consulting 5-7 yrs Mumbai, Bengaluru, Delhi
Relationship Manager, HNI, Investment, Mutual Fund, Bonds...
Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management diploma or CFP (certified financial ...
Not disclosed
Posted by HR , 30+ days ago
Elite Wealth Advisors Ltd 3-8 yrs Delhi
Wealth Management, Financial Planning, Client Acquisition...
Responsible to understand clients requirement and advise them for wealth creation/ financial planning;Should have at least three years of ...
INR 3,75,000 - 6,00,000 P.A.
Posted by Sangeetha Govindam , 17 days ago
Sakal Money Financial Services 5-7 yrs Pune
Sales Management, Mutual Funds, Distribution, Wealth Management...
5. Experience of wealth management and CFP Certification will be given preference;6. NISM MF Distributor V-A exam cleared and IRDA qualified ...
Not disclosed
Posted by Sainath Shetty , 17 days ago
Upcruit Business Services 2-5 yrs Mumbai
Sales Management, Relationship Management, Amfi, Life Insurance...
- Work Experience - Minimum 2 years- compulsory to have experience in selling online investment products (B2C Sales)/ Tele-calling Sales ...
Not disclosed
Posted by HR , 17 days ago
IDMC Ltd. 3.9(62 reviews) 2-5 yrs Anand
Service, Service Engineer, Installation Engineer, Instrument...
We at IDMC limited are looking for a young & energetic incumbent for a position in our Sales Marketing & Services (Products) department ...
Not disclosed
Posted by Shailey Kapoor , 25 days ago
CAAC's Solutions 0-4 yrs Delhi NCR, Moradabad, Rewari
branch banking, banking assistant, banker, front office administrator...
INR 2,00,000 - 3,50,000 P.A.
Posted by Mr Mohit , 17 days ago
Sharekhan Limited 4.2(307 reviews) 4-5 yrs Bengaluru
mutual funds, Mutual Funds Sales, Mutual Fund Advisor, mf advisor...
1.Graduate, with minimum of 5 years experience in retail financial services;5.The candidate should posses the ability to work with teams, and in ...
INR 7,00,000 - 8,00,000 P.A.
Posted by Team HR , 10 days ago
IIFL Securities Limited 3.7(1115 reviews) 3-8 yrs Chennai, Pondicherry, Vellore
aum, mf, pms, portfolio, investments, products, wealth, hni...
To coordinate with product and research team for taking investment decision for the clients as per their financial requirement;Should have good ...
INR 4,00,000 - 9,00,000 P.A.
Posted by Manoj Sudarsan , 16 days ago
Biggest Insurance Company 0-5 yrs Mumbai
insurance sales, marketing, lead generation, cold calling, direct selling...
Prepare the required database;Undergraduate/Graduate/P.G./MBA will be preferred;Should be very good in networking so to build his own network of ...
Not disclosed
Posted by Juthika Sawant Gupta , 11 days ago
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