Wealth Advisory | MF | AIF | PMS | Stock

3 weeks ago

bangalore, 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

  • Global Wealth Manager

    6 days ago

    bangalore, India SBNRI Full time

    AVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 years About 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...

  • Senior Wealth Manager/Private Banker

    4 weeks ago

    Bangalore, India Leading Wealth Management Group Full time

    Locations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI 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

    4 weeks ago

    Bangalore Urban, 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 our HNI 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

    4 weeks ago

    Bangalore Urban, India Leading Wealth Management Group Full time

    Locations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI 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...

  • Affluent Wealth TL

    3 days ago

    bangalore, India KG Engineering & Consultancy Full time

    AFFLUENT WEALTH TEAM LEAD Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: AHEMDABAD Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To...

  • Relationship Manager – HNI

    3 days ago

    bangalore, India Nityo Infotech Full time

    Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

  • Compliance Manager

    6 days ago

    bangalore, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    JOB PURPOSE The Company Secretary will be responsible for maintaining corporate records, compliance with SEBI and other regulatory authorities, corporate governance, and facilitating smooth operation of the company’s boards and committees, with a particular focus on the AIF and PMS businesses. JOB RESPONSIBILITIES Corporate Governance & Compliance: Ensure...

  • Senior Client Partner

    7 days ago

    bangalore, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Wealth Rms

    5 days ago

    Bangalore, Karnataka, India Talent Leads HR Solutions Full time

    Wealth Sales INDIVIDUAL ROLE- 250 CR AUM only investment MF PMS AIF Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and recommend adjustments based on...

  • Internal Auditor

    3 days ago

    bangalore, India Acme Services Full time

    Hiring for PMS& AIF - internal Audit team Lead Job Description Location: - Andheri to Bandra Department- Internal Audit Role – Team Leader Roles and Responsibility 1. Develop audit plans for AIF and PMS schemes. 2. Preparation of Letter of Engagement along with scope, objectives, timelines, and responsibilities clearly in the engagement letter. 3. Perform...