Wealth Advisory | MF | AIF | PMS | Stock

1 day ago

New Delhi, India Dhan Saarthi Full time

Company Description Dhan 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 Description This is a full-time remote role for a Wealth Advisory | MF | AIF | PMS | Stock professional. The role involves advising clients on wealth management solutions, mutual funds, alternative investment funds (AIFs), portfolio management services (PMS), and stock-related financial strategies. You will conduct financial assessments, design investment strategies, maintain client relationships, and ensure personalized investment experiences aligned with clients' goals.Qualifications Expertise in Wealth Management, Mutual Funds, AIFs, PMS, and Stock Markets Strong knowledge of Financial Analysis and Investment Strategies Exceptional skills in Communication, Relationship Building, and Client Service Ability to stay current with market trends and financial regulations Relevant qualifications such as CFA, CFP, or equivalent certifications are highly advantageous Bachelor’s or Master’s degree in Finance, Economics, Business, or related fields

  • Wealth Advisory | MF | AIF | PMS | Stock

    2 days ago

    Delhi, India Dhan Saarthi Full time

    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...

  • Wealth Advisory | MF | AIF | PMS | Stock

    3 days ago

    Delhi, India Dhan Saarthi Full time

    Company Description Dhan 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...

  • Wealth Manager

    1 week ago

    Delhi, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia 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 DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

  • Wealth manager/sr wealth manager

    3 hours ago

    Delhi, India Dhan Saarthi Full time

    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...

  • Wealth Manager/Sr Wealth Manager

    1 day ago

    Delhi, India Dhan Saarthi Full time

    Company Description Dhan 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...

  • Global Wealth Manager

    1 day ago

    New Delhi, India SBNRI Full time

    AVP /Senior Manager – Wealth Gurgaon | HybridExperience:6–15 years About the Role: We’re looking for aWealth Rockstarwho understands bothNRI and RI portfoliosinside out. You’ll bring deep expertise inMutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role is...

  • Senior Wealth Manager/Private Banker

    5 days ago

    New Delhi, India Leading Wealth Management Group Full time

    Locations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker(SVP and above)to lead and grow ourHNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...

  • Senior Wealth Manager/Private Banker

    5 days ago

    Delhi, India Leading Wealth Management Group Full time

    Locations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker(SVP and above)to lead and grow ourHNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...

  • Relationship Manager

    3 weeks ago

    New Delhi, India 360 ONE Wealth Full time

    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 market research,...

  • Wealth Manager

    4 weeks ago

    New Delhi, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...