Wealth Manager
1 day ago
Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct regular portfolio reviews, client meetings, webinars, and investor events.Run end-to-end investment sales cycle: lead generation, pitching, documentation, closure, and post-investment servicing.Coordinate with internal teams (product, operations, compliance) for smooth execution.Use digital/social media and other channels to educate clients and build trust.Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).What We're Looking For2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales.Strong understanding of wealth/investment products and the ability to pitch complex solutions.Proven track record of working with HNI / UHNI clients and exposure to distributor/IFA engagement.Excellent communication and relationship-building skills.Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously.Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment.Preferred QualificationsBachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus).Certifications such as NISM, CFP, or CFA (preferred but not mandatory).Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
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Wealth Advisor
2 weeks ago
Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...
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Wealth Manager
24 hours ago
Gurugram, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key ResponsibilitiesAcquire, manage,...
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Wealth Manager
2 days ago
gurugram, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire,...
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Wealth Manager
21 hours ago
Gurugram, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire,...
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Wealth Manager
3 days ago
Gurugram, Gurugram, India NexionPro Services Full timeJob Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...
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Wealth Manager
21 hours ago
Gurugram, India Grip Invest Full timeKey Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.). -...
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Global Wealth Manager
1 day ago
Gurugram, India SBNRI Full timeAVP /Senior Manager – Wealth📍 Gurgaon | Hybrid 🕓 Experience: 6–15 yearsAbout 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 —...
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Global Wealth Manager
19 hours ago
Gurugram, India SBNRI Full timeAVP /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...
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Partner-Wealth Management
3 days ago
Gurugram, Gurugram, India InvesTek Full timeJob Description InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth...
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Senior Wealth Manager
3 days ago
Gurugram, India Dealplexus Full timeJob 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...
