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Wealth RM

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Onsite

Wealth RM

PA Wealth Advisors

Wealth RM

2 months ago

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Important information


Contract type:

Permanent

Location:

Ludhiana, Punjab, India

Work mode:

Onsite

Published on:

7 September 2026

What they need


  • Manage and maintain client relationships to provide tailored wealth management solutions.

  • Handle Loan Against Securities and Demat Account Opening processes efficiently.

  • Service existing clients to ensure high levels of customer satisfaction.

  • Develop and implement strategies to acquire new clients and expand the business.

  • Collaborate with internal teams to achieve business objectives.

  • Stay updated on market trends and regulatory changes to provide informed guidance.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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