0.0 years

0 Lacs

gurugram, haryana, india

On-site

About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 925 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients lives, which is why we also started Prospurts Welln...

Posted 1 week ago

AI Match Score

Apply

Senior Wealth Manager equentis

3.0 - 5.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Location Mumbai Lower Parel/ Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio am...

Posted 1 month ago

AI Match Score

Apply

Financial Planner 1% Club

0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Company Overview One Centurion Pvt Ltd (The 1% Club) The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the clients best interest. As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Perso...

Posted 1 month ago

AI Match Score

Apply

Tech Mahindra is hiring For Telesales- Sal 28k To 44k Tech Mahindra

1.0 - 5.0 years

2 - 5 Lacs

Navi Mumbai

Work from Office

Job description Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certificati...

Posted 3 months ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.