Wealth Manager-AMC
2 weeks ago
Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the Job descriptionOur Client:A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies.Job Title: Assistant Manager / Manager – Channel SalesDepartment: Asset ManagementExperience: Minimum 2 yearsEducation: Graduation / PGDM / MMSBest in industry, as per company standardsLocation: Hyderabad/Rajkot/Surat/BarodaAbout the Role : As an Assistant Manager – Channel Sales, You are responsible for acquiring and managing clients through channel partners like IFAs, wealth managers, and distributors. You shall promote PMS and AIF products, provide investment solutions based on client needs, and support business growth through strong relationship management and market insights.Key Responsibilities- Assist Zonal/Regional Heads in identifying and acquiring new clients. - Drive business development through financial intermediaries such as advisors, wealth managers, bankers, family offices, and national distributors. - Nurture and deepen relationships with existing and prospective clients. - Explain product offerings and provide timely and accurate information to clients. - Present macroeconomic updates, both domestic and global, to clients and channel partners. - Generate incremental AUM via new client acquisition, referrals, and self-sourcing. - Promote and cross-sell a range of PMS and AIF products from the client's basket. - Proactively recommend strategies and build tailored investment portfolios for clients. - Periodically review client portfolios to ensure alignment with evolving goals. - Understand stock selection frameworks and articulate the investment philosophy to clients. - Analyze client requirements and offer appropriate investment strategies. - Keep abreast of market trends and sectoral developments to offer insightful perspectives. - Deliver exceptional client service and ensure seamless execution. - Share regular market updates, insights, and trends to enhance the client experience.-Key Skills RequiredFunctional Skills:- Strong networking and relationship-building skills. - Business development and client servicing expertise.Ability to present and articulate investment strategies clearly.
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Wealth Manager
3 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
3 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Management – Research
3 days ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...
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Wealth Manager
2 weeks ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Manager Wealth Management
3 weeks ago
New Delhi, India Maple Capital Advisors Full timeMaple Capital Advisorsis seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment.About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory...
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Content Writer
3 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Manager Wealth Management
3 weeks ago
New Delhi, India Maple Capital Advisors Full timeMaple Capital Advisorsis seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment.About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on Mergers...
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Content Writer
2 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Relationship Manager
3 days ago
New Delhi, India Alpha Alternatives Full timeThe person shall be responsible:- To build and manage relationships with UHNI's in designated location including family offices and Corporates.- To think strategically about building and scaling up a client relationship management platform- To understand the nuances of each product and strategy and build investor portfolio accordingly- To conceptualise...
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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,...
