Wealth Advisory | MF | AIF | PMS | Stock

Company DescriptionDhan Saarthi is an investing platform dedicated to prioritizing the needs of investors. The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solutions. With a commitment to empowering investors, Dhan Saarthi aims to make a meaningful impact on individual financial journeys.Role...

Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...

AVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 years About the Role: We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this...

AVP /Senior Manager – Wealth 📍 Gurgaon | Hybrid 🕓 Experience: 6–15 years About the Role: We're looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You'll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup —...

Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI, and corporate...

Job Description Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through...

Job Description Job description Job Title: Wealth Manager - AIF Category II (Sales) Location: Charni Road Department: Investments About the Role We are seeking an experienced Wealth Manager with proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have...

We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...

Job Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across...

Job Description Designation: Equity Advisor Roles And Responsibilities - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. - Promote and cross-sell third-party investment products,...