Wealth Manager

Company DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...

Company DescriptionFUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs,...

Role OverviewThe role is responsible for mentoring, monitoring, and driving a team of wealth managers to cater to the investment needs of mass affluent clients.To meet desired revenue, client acquisition, and AUM targets through self and team contributions. To ensure all processes are followed, keeping in mind the organization's ethos.Main...

AVP /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 —...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients.• Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile• 5–15 yrs in wealth management/private banking.• Proven record with HNI clients, strong market knowledge, AIF/PMS expertise,...

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...

Dealing In SLR - Non SLR Products. Primary & Secondary Placement of Bonds (NCD) End to end management of debt proposals - from sourcing to placement at best terms for the client. Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics. Must be comfortable with travelling across major cities in India. Handle...

Regional Manager HNI Wealth Products:This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have...

Vice President - Wealth Management Summary:Steptrade Capital is seeking an experienced, and results-driven "VP - Wealth Management" to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising,...

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and...