Team Leader- Wealth Management

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...

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 — this...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...

We are currently hiring a Trainer for our Gurugram location, specializing in Wealth Management, Taxation, and Settlement & Clearance processes. The ideal candidate should have strong domain knowledge, excellent communication skills, and prior experience in delivering structured training programs within BFSI or related financial operations.

About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...

Job Overview:Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough understanding of financial...

We are hiring for Manager level EA to Senior Leader based out in Gurgaon.Roles & responsibilitiesCalendar and meeting management: Schedule meetings, manage agendas, and coordinate travel itineraries. Manage senior executives’ travel logistics and activities, including accommodations, transportation, and mealsCommunication handling: Screen and direct phone...

About the Role:We are looking for a full-stack Growth Leader who owns topline revenue and can scale our GTM motion end-to-end. This is a strategic and execution-heavy role for someone who understands our product deeply, builds a predictable growth engine, and leads marketing + sales + revenue operations as a single integrated engine.The ideal candidate is an...

Head – Corporate and Community SalesRole:You will lead the regional charter for our Corporate B2B2C business. This strategicrole involves acquiring and nurturing key partnerships in corporates and communities todistribute our financial solutions at scale to employee bases.You will act as a trusted advisor to senior stakeholders in HR, Finance, and...

Elevate Your Impact Through Innovation and Learning:Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...