Wealth Manager
6 days ago
Location: MumbaiExperience: Minimum 5 years in wealth/channel managementNotice Period / Gap: Up to 15 daysKey Responsibilities:- Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore - Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’ - Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions - Build and maintain strong relationships with HNI/UHNI clients - Coordinate with internal teams (trading, research, product) for seamless service delivery - Actively cross-sell across products to drive revenue and advisory impactKey Skills & Qualifications:- Proven portfolio management with book ≥₹20 CR in HNI/UHNI domain - Background in wealth-channel sourcing and managing premium client segments - Strong product knowledge: cash, derivatives, alternate investments, structured products - Excellent communication, interpersonal skills, and client orientation - Ability to work in co-ordination with internal teams to fulfil client needsKPIs & Targets:- Book growth—₹20 CR minimum with incremental AUM - New HNI/UHNI acquisition numbers - Cross-sell ratio across financial product suite - Client satisfaction and retention metrics
-
Wealth Manager
4 days 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 &...
-
Wealth Manager
2 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...
-
Wealth Manager
6 days 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...
-
Content Writer
6 days 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...
-
Content Writer
4 days 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...
-
Wealth Management – Research
2 weeks 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...
-
Wealth Manager
3 hours ago
New Delhi, India TIGI HR Full timeWealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi-Experience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and managing...
-
Manager Wealth Management
2 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...
-
Manager Wealth Management
2 weeks ago
New Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...
-
Manager Wealth Management
6 days 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...
