Wealth Manager
3 days ago
Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs) and families to help grow, preserve, and transition wealth across generations. Finovia combines time-tested insights with a modern, client-first approach to deliver long-term value through personalized advice, disciplined allocation, and seamless execution.Role DescriptionThis is a full-time, on-site role for a Wealth Manager, located in Pune. The Wealth Manager will be responsible for developing and implementing sales and marketing strategies, managing client relationships, conducting market research, generating leads, and overseeing marketing campaigns. The role involves coordinating with various teams to ensure the alignment of sales strategies with overall company goals, preparing and delivering presentations to potential clients.QualificationsExperience (2 to 3 years) in Mutual Funds/Private Wealth/Investments for Sales Strategy, Client Relationship Management, and Lead Generation Ability to use and leverage AI in workflows Knowledge in Marketing Strategy, Campaign Management, and Market Research Excellent communication and presentation skills Strong analytical and problem-solving abilities Ability to work collaboratively within a team environment Experience in the financial services or wealth management industry is a plus Bachelor's degree in Business Administration, Marketing, Finance, or a related field; an MBA is preferred Relevant certifications from NISM (VA, XIII, XXI)
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Wealth Advisor
2 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
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Wealth Advisor
2 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Advisor
2 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Advisor
2 weeks ago
new delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth *About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
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Wealth Advisor
2 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
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Wealth Advisor
1 week ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South Delhi Company: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Advisor
2 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South Delhi Company: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Manager
1 week ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
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Private Wealth Manager
2 weeks ago
Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...
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Account Manager
4 weeks ago
New Delhi, India Anand Rathi Wealth Limited Full timeCompany DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
